IT update jobs and alert techs when estimates sell

IT admins lose 'estimate sold' emails, causing job records to lag and techs to miss schedules. This parses emails, updates job and project records, and alerts technicians so schedulers assign work without manual entry.

IT update jobs and alert techs when estimates sell

Overview

Estimate-sold emails buried in a shared inbox create scheduling gaps and missed dispatches. This workflow keeps job and project records current and pushes technician alerts, eliminating manual entry and preventing missed assignments. Dispatchers report faster handoffs and fewer manual corrections.

Notable Features

  • Extract estimate IDs from email
  • Update job and project records
  • Notify technicians with job links

IT update jobs and alert techs when estimates sell