Send ready-for-proposal alert to project team chat channel

Your completed checklists leave estimators without project context or photos, stalling proposal creation. Notify estimating and project coordinators with the project link so proposals start same day.

Send ready-for-proposal alert to project team chat channel

Overview

When checklists finish on site, your estimators often wait for links and photos, which delays proposals and client timelines. This workflow posts a ready-for-proposal message with the project link to your estimating chat so proposals can begin the same day.

Send ready-for-proposal alert to project team chat channel