Create estimate spreadsheet and add dashboard link for jobs
Create estimate spreadsheet and add dashboard link for jobs
Your new jobs lack a ready estimate sheet, so estimators and office staff miss job details and bid prep is delayed. It creates an estimate spreadsheet and writes a dashboard link so bids stay ready.
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Overview
When new jobs are entered, missing estimate sheets slow bids and scheduling. This workflow automatically copies your estimate template, fills the key details, and drops the sheet link into your install dashboard so estimators and schedulers can act same day.