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Create customer record and copy estimate to client folder

Create customer record and copy estimate to client folder

Your meeting invitees often arrive without billing-ready records or estimate folders, delaying invoicing. It creates a contact, client folder, and copies an estimate so billing can invoice sooner.

Create customer record and copy estimate to client folder

Overview

Intake from new meeting invitees should not become a manual admin queue. This workflow turns an invitee into a billing-ready customer record and a copied estimate, so billing and project leads can act same day and keep cashflow moving.

Create customer record and copy estimate to client folder