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Create job folders and sheets for new leads

Create job folders and sheets for new leads

Your new leads arrive without a job folder or estimate sheet, which slows estimator prep and delays site visits. Get job folders and estimate templates ready for estimators the same day.

Create job folders and sheets for new leads

Overview

When leads arrive without job files, estimators waste time gathering details and bids slip. This flow creates job folders and copies estimate templates automatically so estimators have job-ready files the same day, shortening prep time and improving response speed.

Create job folders and sheets for new leads