Set job estimate and approve work in operations
Set job estimate and approve work in operations
CRM jobs missing estimate details and approval flags cause dispatch confusion and manual re-entry. The workflow pushes standardized estimates and approvals to operations so teams act same day.
Overview
When estimate details and approvals only live in CRM, dispatchers spend time reconciling records and technicians get unclear instructions; this flow keeps job data aligned with operations. Estimates and approval statuses flow through within minutes so teams can make same-day dispatch decisions.