Add 'won' or 'signed' in automation for estimates. | Feature Requests

Add 'won' or 'signed' in automation for estimates.

in progress

Freddy

We'd like to send out a notification to admin when an estimate is signed. It does have 'approved' but someone manually has to go in and set that.

May 3, 2022

Angie

We have different reps that handle repair estimates and new equipment installation. We have 2 reps that handle repairs and 2 that handle installs. It would be helpful to be able to have a single automation that is sent to both team members. It would also be helpful to have an automation that lets us know these estimates have been approved and are ready to go on the schedule. 
Example: When an estimate is approved
send a reminder to Team member immediately.
Conditions: When the job tag is equal to find part or estimate to replace

Brittney

Is there a planned automation for when an estimate is "won" or "approved" that it will auto update the stage?

Diane Temmen

Just getting started with Estimates and we may be missing something... But it would be nice to have a status of "Converted" so we know that the estimate has been converted to a job.

Alexander

marked this post as

in progress

We added the 'won' state

Freddy

Alexander: I saw that thank you! Can you guys add "Assigned Tech" under the shortcode so we can add the name of the Tech the estimate belongs to?

Alexander

marked this post as

under review

Kanai Picanco

Alexander: I would say the same thing, If you folks could add an option to filter out who did each estimate. Even after the estimate is approved and synced, I would like to see Who won the estimate and give a bonus to that person.