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Create post-sale job entry from sold residential estimate

Create post-sale job entry from sold residential estimate

Your sold residential estimates often sit unprocessed, blocking dispatch and delaying invoices. It starts post-sale work automatically so teams schedule and invoice same day.

Create post-sale job entry from sold residential estimate

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Overview

When an estimate is marked sold, dispatch and billing need an immediate, reliable handoff to avoid manual delays. This flow fires post-sale jobs automatically so teams can schedule and invoice the job the same day, reducing handoffs and missed tasks.

Create post-sale job entry from sold residential estimate