Update estimate tracker when estimate is delivered to jobs
Update estimate tracker when estimate is delivered to jobs
Your estimate deliveries aren't tracked against jobs, leaving project managers and billing teams without delivery context. Updates the job tracker so teams see delivered estimates same day.
Workflow preview:
Zap details:
Overview
When estimate delivery flags flip to delivered, your job tracker must reflect that change so teams can act. This workflow writes delivery details into the configured tracker and marks the job as delivered, giving project managers and billing staff same-day visibility for follow-up and invoicing.