Create quote record from new estimate for billing

Your sales estimates sit only in your ERP, slowing scheduling and invoicing for field installs. It creates a centralized quote record so billing and schedulers can act same day.

Overview

Estimates locked in your ERP create downstream delays for installations and invoicing, leaving field crews and billing teams waiting. This flow captures every new estimate into a central quote table so schedulers and billing can act within minutes and start jobs the same day.