Send sold estimate notifications and log sales records
Send sold estimate notifications and log sales records
When sold landscaping estimates lack a recorded entry and alert, your sales handoff and billing prep stall. Capture and email sold-estimate details so teams are ready the same day.
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Overview
Sold estimates that aren't logged or announced slow scheduling and delay invoicing, creating blind handoffs for crews and billing staff. This flow emails reporting and creates a tracked record automatically, giving sales managers and project coordinators the same-day handoff and visibility they need.