Create estimate subfolder for new field estimate records
Create estimate subfolder for new field estimate records
You lose document context when new estimates aren't filed, delaying review and billing. Creating a named estimate folder keeps files organized for estimators and billing, ready before invoicing.
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Overview
Estimates that aren't filed immediately create friction between estimating, dispatch, and billing. This flow creates a named estimate folder within minutes of entry so estimators and billing staff find supporting files and get invoices out before the next billing run.