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Create quote request from updated job record for customers

Create quote request from updated job record for customers

You get updated job assessments in your table that sit untriaged and delay quotes and callbacks. The workflow forwards full assessment details to the quoting queue so estimators can reply same day.

Create quote request from updated job record for customers

Overview

Manual handoffs from support to estimators slow quotes and frustrate customers; this flow routes completed assessments straight into the quoting pipeline. Estimators and coordinators receive full job context within minutes so quotes are produced same day.

Create quote request from updated job record for customers