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Create job quote spreadsheet from new task and attach link

Create job quote spreadsheet from new task and attach link

Your new tasks arrive without a job quote sheet, blocking estimators and crews. A pre-named sheet is copied from your template and linked to the task so work can begin same day.

Create job quote spreadsheet from new task and attach link

Overview

When a new job task appears, this flow creates a pre-named quoting sheet and pins the link back to the task so estimators and crews have the right file instantly. That eliminates manual file creation and gets jobs moving same day.

Create job quote spreadsheet from new task and attach link