Log sent quotes as events for operations team

Your sent quotes aren’t tracked centrally, causing rework and delayed scheduling for field crews. Capture each sent quote to a searchable event log so coordinators can act same day.

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Overview

When sent quotes aren’t captured, scheduling and follow-up stall and crews sit idle. This workflow logs every sent quote into a searchable events table so coordinators see context and act same day, reducing manual lookups and missed jobs.