video1.0<iframe src="https://www.loom.com/embed/bc0d32dc7a32402490b19fc5d11584aa" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/bc0d32dc7a32402490b19fc5d11584aa-47c7ed4836e9ead3.gif132.264This Loom shows how to automate a client’s quote and scheduling workflow so they do not have to do it manually in the field. The process starts with sending an email to a designated address using a prompt containing the quote details, which updates the CRM after a few moments with status, estimate amount, estimate date and time, required details, and the service package. The estimate email appears in the inbox with the cost and full details, and a link opens a prefilled Fill Out Schedule form. The customer only adds any extra information and clicks Schedule.