Estimating directors: keep construction intake board records updated
Estimating directors: keep construction intake board records updated
Estimating directors miss intake when job emails go unparsed, risking late bids and stalled projects. Parses emails into intake board records so estimators get accurate job info for faster handoffs.
Overview
Estimating directors risk missed bids when intake emails slip through unparsed—delays that stall projects and pressure margins. This workflow parses every job notification into your intake board and updates or creates records, eliminating missed intake and ensuring estimators start work with accurate job details so handoffs are smoother and response times improve.
Notable Features
- Create intake board records
- Update existing job records
- Notify estimators and project managers