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Update customer records and remove sold estimate entries

Update customer records and remove sold estimate entries

Your open estimates and customer records go out of sync when estimates become sold, delaying crew dispatch and billing. Keep contact tags updated and remove closed rows for same-day accuracy.

Update customer records and remove sold estimate entries

Overview

Sold estimates that linger in spreadsheets cause dispatch and billing to work from stale data and slow downstream processes. This flow removes closed estimate rows and updates contact records so operations and billing have accurate information the same day.

Update customer records and remove sold estimate entries