Update installation estimate records from customer submission form

Your estimate form submissions go unrecorded, leaving pre-tax totals missing and spreadsheets out of date. It keeps your estimate sheet accurate so billing gets updated records same day.

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Overview

When estimate forms bypass your process, billing and schedulers work from stale spreadsheets and jobs slip. This flow updates the central estimate sheet instantly from each submission so operations and billing have accurate pre-tax totals and dates the same day.