Update customer estimate entries in your team database
Update customer estimate entries in your team database
Your accounting estimates aren't linked to your team database records, delaying invoice preparation and client follow-up. Keep estimate dates and statuses aligned so billing staff can invoice same day.
Overview
When estimates live only in accounting, invoicing and client follow-up stall. This workflow aligns estimate dates and statuses into your team database so billing staff and project managers can prepare invoices and follow up the same day.