Keep IT operations' site estimates filed and tracked

IT teams miss estimate attachments in busy inboxes, leaving site evaluations undocumented. Save attachments to each site folder and update the follow-up sheet so ops coordinators have complete records.

Overview

Missing estimate attachments stall site evaluations and create manual follow-ups. This workflow routes every estimate PDF into the correct site folder and updates your follow-up sheet, turning chaotic inboxes into complete site records. Operations and IT see fewer missing documents and smoother handoffs between intake and field teams.

Notable Features

Save estimate attachments to folders
Update follow-up spreadsheet rows
Alert ops coordinators on exceptions