Update estimate webpage and add link to job record
Update estimate webpage and add link to job record
Your estimate pages and job records go out of sync when opportunities change, leaving coordinators without pricing or links. Keep estimate links current so crews and billing can act on accurate job info within minutes.
Overview
When opportunity estimates change, coordinators and dispatch often lack the latest pricing and links, which stalls scheduling and billing. This flow turns every opportunity edit into an updated public estimate page and pins that URL to the job record so crews and billing can act on correct information within minutes.