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Update job list from estimate submission for dispatch

Update job list from estimate submission for dispatch

Your estimate form submissions leave Job List records outdated, causing dispatch confusion and billing delays. It updates the job record and sets quoted status so teams have current details same day.

Update job list from estimate submission for dispatch

Overview

Estimate submissions that don't update the Job List slow dispatch and create billing gaps. This workflow finds the matching job, updates key fields, and sets quoted status so dispatch coordinators and billing staff have accurate information within minutes for same-day scheduling.

Update job list from estimate submission for dispatch