Create project and customer records from accepted estimates
Create project and customer records from accepted estimates
Your accepted estimates often fail to create project or customer records, delaying mobilization. It creates the project and accounting records so teams can mobilize and invoice within hours.
Overview
When sold estimates don't spawn projects or customer records your crews wait and invoices slip, slowing mobilization and cash flow. This flow closes that gap by creating project and accounting records within minutes of acceptance so project managers and billing staff can mobilize and invoice faster.