Update job and project from sold estimate email
Update job and project from sold estimate email
Your estimate approval emails arrive without linked jobs, leaving dispatch and billing unable to schedule or invoice. The workflow updates job and project records so scheduling and invoicing occur same day.
Overview
Signed estimates often sit in email while dispatch and billing wait for manual updates, slowing scheduling and cash collection. This flow turns those emails into updated jobs and projects so dispatch and billing can act on accurate records the same day.