For estimating directors: Capture emailed CSV job intakes quickly
For estimating directors: Capture emailed CSV job intakes quickly
Estimating directors in construction see emailed CSV leads get buried in inboxes, causing intake delays and missed scheduling handoffs. This workflow creates intake job records from CSVs so estimators begin review quickly.
Overview
Estimating directors risk stalled schedules and missed handoffs when emailed CSV leads sit unread. This workflow converts CSV attachments into standardized intake jobs so estimators begin review quickly and scheduling handoffs happen reliably. The result is cleaner intake data and visibly faster handoffs across estimating and operations.
Notable Features
- Capture CSV email attachments reliably
- Create standardized intake job records
- Notify estimators and ops immediately