Update job and project fields from estimate form submissions
Update job and project fields from estimate form submissions
Your estimate form responses often don't populate job custom fields, leaving crews without labor estimates. It writes those values back to job records so dispatch and billing have updated info same day.
Overview
When estimate forms fail to backfill job records, dispatch and billing waste time chasing context and manually updating records. This flow writes form values into job and project records, logs processing outcomes, and alerts ops on errors so teams have accurate info same day.