Create takeoff job items from incoming email requests

Your takeoff request emails are unstructured, leaving job details untracked and estimators delayed. Parsed job records are created in your board so coordinators assign owners and start bids same day.

Create takeoff job items from incoming email requests

Overview

Inbound takeoff emails often arrive as messy text and attachments, delaying estimator work and slowing bid turnaround. This flow converts those emails into clean job records, document links, and board items so coordinators can assign owners and begin bids same day.

Create takeoff job items from incoming email requests