Update quote records after client quote is sent
Update quote records after client quote is sent
Your sent quote notifications don't update your quote records, so follow-ups and bookings become inconsistent. Keep records updated so office staff can follow up and schedule work same day.
Overview
When sent quotes aren't reflected in your records, follow-ups slip and jobs get delayed. This flow captures incoming quote notifications and writes them back to your quote table so your office and crews see accurate status and can act the same day.