For business owners: notify field techs when estimates sell

Business owners see sold-estimate emails buried, causing technicians to miss deposit collection and next steps. Notify the assigned tech and ops so deposits get posted and jobs start quickly.

Overview

Missed sold-estimate notifications stall field work and risk lost deposits. This workflow routes sold-estimate alerts to the assigned technician and ops staff and creates internal follow-up tasks, so teams report faster handoffs and fewer missed follow-ups.

Notable Features

Route sold-estimate notices to technicians
Notify internal ops and admin staff
Attach estimate details and customer info