Enable IT to create projects from signed estimates instantly

IT admins watch signed estimate emails get buried, causing dispatch delays and missed bookings. Turning those emails into project records gives operations coordinators ready entries for scheduling.

Overview

Signed-estimate emails left in inboxes create scheduling chaos and missed bookings. This workflow turns those emails into ready project records so operations coordinators receive accurate job entries for scheduling, eliminating manual intake delays and reducing entry errors.

Notable Features

Create project records from emails
Extract estimate numbers from emails
Notify dispatch with project details