Estimating directors: capture new job notices to intake board

Estimating directors miss job notices in email, causing delayed bids and cost surprises. Intake records hit the intake board, ensuring estimators start bids faster and handoffs stay consistent.

Estimating directors: capture new job notices to intake board

Overview

Missing job emails cost estimating cycles and lead to mispriced bids. This workflow captures every job notice into your intake board and alerts estimators and project managers, ensuring bids start faster and handoffs are consistent.

Notable Features

  • Capture email job notices
  • Create intake board items
  • Notify estimators and project managers

Estimating directors: capture new job notices to intake board