Keep business owners audit-ready with sold estimate records

Business owners lose sold estimate emails, causing missed work orders and audit gaps. Capture each sold estimate into a central record so operations can create work orders without missing details.

Overview

Missing sold estimates create delayed work orders and audit exposure for business owners. Centralizing every sold estimate into an auditable record and notifying operations removes manual handoffs, so work orders are created reliably and follow-ups are minimized.

Notable Features

Create centralized estimate records
Extract customer job and technician details
Notify operations on new records