Update project board when a quote is accepted
Update project board when a quote is accepted
Accepted estimates left in your proposal tool deny coordinators needed job details. It posts 'Won' status and work order links to your project board so crews receive scheduling info same day.
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Overview
Accepted quotes should trigger work, not manual handoffs. This workflow pushes accepted estimate details and the work order link into your project board so coordinators can lock schedules and dispatch crews the same day.