Keep estimators aligned with estimate instructions
Keep estimators aligned with estimate instructions
Business owners see misassigned estimates when records lack guidance, causing wrong project creation. Standard instructions make estimators follow staging rules so correct projects are created.
Overview
Misassigned estimates create rework and stalled projects, leaving business owners without clear oversight. This workflow posts consistent, role-specific instructions to every new Estimate so estimators and sales managers follow qualification and staging rules, eliminating misassignments and ensuring correct project creation.
Notable Features
- Post standardized guidance to Estimates
- Notify estimators and sales managers
- Trigger stage checks before site visits