For construction owners: notify closers when estimates approved

Business owners and sales reps miss job starts and revenue when approved estimate options go unnoticed. Instant alerts send approved amounts to closers so scheduling and invoicing start promptly.

Overview

Construction business owners risk delayed job starts and lost revenue when approved estimates slip through the cracks. This workflow pushes approved amounts straight to closers, converting approvals into scheduled work and invoices with fewer missed follow-ups. Teams report clearer handoffs and more reliable billing information.

Notable Features

Notify closers of approved amounts
Attach estimate details to alerts
Create scheduling and invoice tasks