Ensure estimates trigger stats updates for business owners

Business owners scheduling estimates leave stats coordinators unclear, causing reporting gaps. Create assigned follow-up tasks so the stats coordinator updates reach and bid-value records.

Overview

Estimates without clear handoffs create reporting gaps that undermine operational visibility. This workflow turns every scheduled estimate into assigned follow-up tasks with instructions, ensuring the stats coordinator updates reach and bid-value records so weekly reports remain accurate and follow-ups are never missed.

Notable Features

Create assigned follow-up tasks
Add clear update instructions
Route tasks to stats coordinator