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Create organized job folders for new hail estimates

Create organized job folders for new hail estimates

Estimate submissions arrive without a job folder, scattering photos, agreements, and receipts. It creates a structured job folder and links it to the deal so your team can access files same day.

Create organized job folders for new hail estimates

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Overview

Missing or scattered estimate files slow estimators and delay billing. This flow creates a consistent job folder and subfolders, then attaches the link to the deal so coordinators and reps can find everything and act same day. That reduces manual file searches and speeds handoffs.

Create organized job folders for new hail estimates