Send estimate confirmation email to assigned estimator and owner
Send estimate confirmation email to assigned estimator and owner
Your scheduled estimate records often miss prep details, leaving estimators unprepared and visits delayed. It sends appointment details to estimator and office staff so visits are ready same day.
Overview
Estimate appointments frequently arrive without unified context, causing crews to arrive unprepared and office staff to scramble. This flow sends a formatted confirmation to the assigned estimator and office owner automatically, so visits are ready same day and follow-ups stay timely.