How do I automate the handoff from a sold estimate to dispatch?

Make the estimate status change the trigger. When an estimate is marked sold, the system should create the job, attach the approved line items and photos, apply a job type that carries the right duration and skill tag, notify dispatch, and text the customer a confirmation with next steps.

Put the parts or equipment order task inside the same automation so nothing waits on someone remembering. This handoff breaks most often when estimates live in one system and jobs live in another, so if you run separate marketing and field platforms, decide up front which one owns job creation and keep the other read-only.

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