Create estimate rows in reporting sheet from jobs
Create estimate rows in reporting sheet from jobs
Your residential estimate jobs aren't captured in reporting worksheet, leaving dashboards out of date and billing delayed. Keeps the sheet current so operations and finance see estimates same day.
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Overview
If estimate jobs aren't reflected in your reporting feed, operations and finance lose visibility and billing readiness suffers. This flow pushes qualifying estimate jobs into your reporting worksheet, giving teams same-day visibility for prioritization and invoicing.