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Create project records and attach estimate files fast

Create project records and attach estimate files fast

You receive estimate submissions that lack contact, location, and file context for project records. Your team gains linked project records with attachments, enabling same-day scheduling.

Create project records and attach estimate files fast

Overview

Estimate submissions often arrive without project context, stalling scheduling and follow-up. This workflow converts each submission into a tracked project record with attachments and mapped location so coordinators can act and schedule same day.

Create project records and attach estimate files fast