Update sold estimate rows with scheduled appointment dates
Update sold estimate rows with scheduled appointment dates
Your sold estimate rows lack scheduled appointment dates, leaving dispatch and billing without job timing. Populate dates automatically so project managers reconcile jobs same day.
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Overview
Sold estimates without scheduled dates create confusion for dispatch and slow billing handoffs. This flow pulls scheduled appointment starts into your estimates sheet and formats them immediately, letting project managers and dispatch reconcile jobs same day and meet next-day windows.