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Create estimate events and send customer confirmation emails

Create estimate events and send customer confirmation emails

Your estimate bookings lack calendar events and meeting links, causing no-shows and prep gaps for estimators. Create events and send confirmations so customers and estimators get details same day.

Create estimate events and send customer confirmation emails

Overview

If estimate bookings are created on your board but not turned into calendar events, crews and estimators miss context and customers get confused. This flow creates the event, shares the conferencing link, and emails the customer within minutes so your team and clients have the meeting details the same day.

Create estimate events and send customer confirmation emails