Update estimator assignment tracker from CRM deal changes
Update estimator assignment tracker from CRM deal changes
Your deals missing estimator assignments delay field prep and cause last-minute scheduling conflicts for site teams. Keep the estimator tracker updated so coordinators and estimators can act same day.
Overview
Untracked estimator assignments create scheduling chaos and idle crews. This flow keeps your estimator tracker current from CRM changes so operations and estimators can schedule and prepare same day, reducing last-minute delays before site visits.