Create estimator notification for deals moved to bid scheduled
Create estimator notification for deals moved to bid scheduled
Your deals move to Bid Scheduled without job details, leaving estimators missing context and delaying prep. The workflow delivers job details to coordinators so estimates and scheduling occur same day.
Overview
When a deal moves to the bid-scheduled stage, estimators need complete job details immediately instead of chasing info. This flow delivers a structured intake to your coordinators so estimates and scheduling can begin within minutes, reducing same-day delays.