Create estimate visit calendar events from CRM updates

Estimate records with dates often leave coordinators without event details or job folders, causing missed prep. Get calendar events and shared folders created so teams are ready same day.

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Overview

Estimate dates logged in the CRM should start the job, not create more manual work; this flow turns a date update into a scheduled visit with a shared job folder and client record. Project coordinators and estimators get calendar events and document access within minutes, cutting last-minute prep and enabling same-day billing readiness.