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Update customer contact and clear open estimate row

Update customer contact and clear open estimate row

Your sold estimates not updating customer records cause dispatch and billing confusion. It updates contacts and clears the open estimate row so crews and billing act same day.

Update customer contact and clear open estimate row

Overview

When estimates are marked sold, ops and billing need reliable customer context and a clean open-estimates list. This flow updates contact records and clears the closed estimate row so crews can be scheduled and invoices processed same day.

Update customer contact and clear open estimate row