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Create estimate and job project from scheduled deal

Create estimate and job project from scheduled deal

Deal moves to the estimate stage can lack linked contact, quote, and job records, leaving crews without address or scope. Create those records and update the deal so crews can start estimates same day.

Create estimate and job project from scheduled deal

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Overview

Deals marked ready for estimates often stall because operational records aren’t created. This workflow builds the contact, quote, and field project and writes links back into the deal so estimators and crews can begin work the same day.

Create estimate and job project from scheduled deal