Keep business owners' estimate folders provisioned instantly for new project requests
Keep business owners' estimate folders provisioned instantly for new project requests
Business owners handling estimate requests manually leave estimators with disorganized job folders, causing delays and missed handoffs. This workflow provisions named project folders and tracking sheets so estimators get ready-to-use files within minutes.
Overview
Manual estimate setup costs bids and creates chaos for operations—estimators waste time and handoffs fail. This workflow provisions complete, named estimate folders and tracking sheets at intake, preventing setup delays so estimators start work faster and file errors stop.
Notable Features
- Create named project folders
- Copy standard estimate document
- Populate tracking sheet with details