Send estimate delivered notifications and update project notes
Send estimate delivered notifications and update project notes
Your project estimates sit without customer confirmation, delaying scheduling, crew mobilization, and billing readiness. Customers are notified and outreach is logged, enabling same-day scheduling.
Overview
When estimates are marked complete your scheduling often stalls because customers aren't reached. This flow notifies customers by SMS and email, logs the outreach, and keeps the team informed so projects can be scheduled the same day.