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Create estimate event and text customer to confirm

Create estimate event and text customer to confirm

Your estimate emails often lack quick confirmation, leaving schedulers scrambling. It schedules the estimate, logs the booking, and texts customers to confirm same day.

Create estimate event and text customer to confirm

Overview

When estimate emails arrive unconfirmed, schedulers waste time chasing details and visits risk being unprepared. This workflow captures booking emails, schedules the estimate, logs it for operations, and texts the customer so visits are confirmed same day.

Create estimate event and text customer to confirm