Director of estimating: keep DASH notes tied to jobs
Director of estimating: keep DASH notes tied to jobs
Director of estimating misses DASH notes in email, creating stale job records and delayed estimates that risk bids. It links DASH messages to the correct job and updates the project board so estimating can act on current records.
Overview
Estimating directors lose momentum when DASH notes sit unread and job records go stale. This workflow attaches each DASH message to the right job and updates board statuses, preventing manual lookups and keeping estimating and project teams aligned. The result: clearer ownership, fewer missed follow-ups, and faster handoffs between estimating and project management.
Notable Features
- Attach DASH emails to jobs
- Update project board status fields
- Alert estimating and project managers