Notify teams and log signed estimates to tracker

Your signed estimate emails arrive untriaged, causing projects to miss pre-lien or rebate tracking and delaying billing. Alerts and tracker rows keep coordinators informed same day.

Overview

Signed estimates sitting in a shared inbox create invisible delays between sold jobs and billing readiness. This workflow routes signed estimates to the right project channels and writes qualifying rows to your pre-lien tracker so coordinators and billing staff see entries same day.