Send new estimate notifications to dispatch and service team
Send new estimate notifications to dispatch and service team
When estimates are created in your books, technicians miss customer context and repair scope. Send estimate details to your dispatch inbox so jobs are scheduled and parts ordered same day.
Overview
Estimates often get stuck in accounting without a clear handoff, leaving technicians unprepared and jobs delayed. This flow routes estimate contact, scope, and reference to your dispatch inbox so teams can schedule and order parts same day.