Send estimate-ready text and move sales pipeline card

Your estimates marked for client review often leave homeowners waiting and crews unbooked. It sends a text to the contact and moves the pipeline card so follow-up happens same day.

Overview

Estimates that sit without a nudge cause delays in customer decisions and leave crews idle. This flow texts the contact as soon as an estimate is ready for review and updates the sales card so follow-up happens same day and scheduling stays full.