Send alerts for sold estimates under 70% margin

Your sold estimates below target margin leave crews without pricing approval and expose jobs to margin shortfalls. Receive low‑margin alerts so reviews happen same day.

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Overview

Low‑margin sales can proceed to installation before pricing is rechecked, eroding profitability and causing rework. This workflow immediately alerts regional operations and project managers so they can review and approve changes same day, preventing margin loss and unnecessary site visits.