Create client, quote and lead from online estimator
Create client, quote and lead from online estimator
Your estimator responses arrive without client or quote records, leaving prospects uncontacted. You get client records, a draft quote, and a marketing subscriber so you can follow up same day.
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Overview
When estimator visitors don't become clients, booking and revenue slip while crews wait for clear next steps. This flow immediately converts estimator submissions into a client record, draft quote, and marketing contact so owners and schedulers can follow up same day and book more estimates.