Skip to content
Templates
Create customer pricing workbook for every new estimate

Create customer pricing workbook for every new estimate

Project coordinators miss pricing workbooks from new estimates, delaying job setup. A customer-specific pricing workbook appears in the job folder so coordinators can start setup right away.

Create customer pricing workbook for every new estimate

Overview

When pricing workbooks aren’t generated at estimate time, job setup stalls and billing risk increases. This workflow ensures a customer-specific pricing workbook lands in the correct job folder at estimate creation, removing manual file setup so coordinators begin work immediately and response times drop dramatically.

Notable Features

  • Create client job folder automatically
  • Populate pricing workbook with estimate fields
  • Notify project coordinators and estimators

Create customer pricing workbook for every new estimate