Notify estimators when estimates are sent in construction

Marketing assistants lose sent estimates in inboxes, causing missed confirmations and risking project starts. Alerts notify the estimator so confirmations happen and crews get accurate details.

Overview

Missed estimate confirmations delay project starts and create rework for crews. This workflow routes sent-estimate emails to the assigned estimator and logs confirmations, preventing follow-up gaps and keeping projects on schedule; teams report faster confirmations and fewer manual handoffs.

Notable Features

Notify assigned estimator on send
Create confirmation task in CRM
Log estimate events in spreadsheet