Dismiss stale remodel estimates and send daily report

Old remodel estimates sit in open status, causing billing confusion and extra follow-ups. The workflow dismisses estimates older than 30 days and sends a weekday digest so you start with an accurate list.

Workflow preview:

Zap details:

Overview

Stale remodel estimates inflate your open pipeline and create extra work for operations and billing. This flow closes aged estimates during weekday runs and delivers a consolidated digest to stakeholders. You get a clean, actionable estimates list each weekday ahead of weekly reviews.