Keep estimates current in one spreadsheet for ops

Operations coordinators miss residential estimate updates, creating stale dashboards. It copies estimate details into a single spreadsheet so reporting stays current and ops act quickly.

Overview

Stale estimate data undermines dashboards and delays operational decisions. This workflow keeps residential estimate edits flowing into a single spreadsheet, eliminating stale reporting so ops act on current figures. Customers report faster handoffs and fewer missed follow-ups.

Notable Features

Write estimate updates to sheet
Match rows by job ID
Notify ops of missing fields