Start installation process from sold estimate for technicians

Your sold estimates lacking a structured handoff leave crews unprepared and paperwork incomplete. Start a process that delivers technician-ready details and checklists so crews can plan same day.

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Overview

Sold estimates frequently stall between sales and field execution; this flow converts each sold estimate into a started process and emails the assigned technician within minutes. The result: crews get checklists and job context same day, reducing prep delays and missed paperwork.