Send sold estimate shout-outs to operations team channel
Send sold estimate shout-outs to operations team channel
Your sold estimates lack handoff context, leaving crews unprepared for jobs. The team gets immediate sale notices with technician and amount, improving handoffs within minutes.
Overview
When an estimate is marked sold, dispatch and operations need immediate visibility to prepare crews and capture momentum. This flow posts the technician, amount and item summary to your operations channel within minutes, improving handoffs and team recognition.