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Create estimate-ready contact from new job record for estimators

Create estimate-ready contact from new job record for estimators

Your new job records miss contact details, leaving estimators without phone or email context for quotes. Get contacts into your estimating queue so estimators can start outreach same day.

Create estimate-ready contact from new job record for estimators

Overview

Stop letting incomplete job records stall estimating—this flow captures contact details from every new job and pushes them into your estimating queue so estimators and project managers always have phone and email context. That change means outreach happens same day and fewer quotes go cold.

Create estimate-ready contact from new job record for estimators