IT: Keep signed estimates updating jobs and projects
IT: Keep signed estimates updating jobs and projects
IT teams watch signed-estimate emails go unread, causing ops and dispatch to miss schedule updates and project links. This workflow creates or updates projects and alerts IT so ops schedule accurately.
Overview
Signed estimates that don't land in your ops system create scheduling gaps and manual firefighting. This workflow parses estimate emails into project and job records and notifies IT on exceptions, ensuring ops can schedule accurately. Customers report faster handoffs and far fewer manual fixes after similar implementations.
Notable Features
- Create or update project records
- Parse estimate details into fields
- Notify IT of exceptions instantly