Create consult records from estimate form uploads quickly

Your estimate form submissions with images often bypass your consult tracker. Capture each submission into a consultation record so coordinators can prepare and reply same day.

Overview

Uncaptured estimate submissions slow bookings and leave artists underprepared. This flow captures every submission—images, notes, and contact info—into your consultation tracker and routes it to coordinators, enabling same-day prep and faster confirmations. Implementing it reduces manual intake and gets clients scheduled sooner.