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Create split calculator file for new customer folders

Create split calculator file for new customer folders

Your intake forms arrive without a prefilled split calculator, forcing manual copying and delaying bids. The workflow places a ready calculator in the customer's folder so estimators can begin same day.

Create split calculator file for new customer folders

Overview

Intake forms often arrive without a ready calculation file, costing estimators time and delaying bids. This workflow provisions a pre-named split calculator in the customer's folder and updates your estimating tracker so estimators can start work same day.

Create split calculator file for new customer folders