Create quote tracking row for new roofing estimates

New quotes not added to a tracker cause slow follow-ups and delayed billing for roofing jobs. Capture quotes automatically so you can prioritize outreach and invoice faster same day.

Overview

When quotes land in different places, follow-ups slow and billing gets delayed. This workflow captures every new estimate into a single, dated tracker and creates missing spreadsheets automatically, letting your operations team prioritize outreach and invoice the same day.