Sales Estimator Workbench

Danielle Ortiz · Senior Estimator — guided estimate execution across every assigned request.

SB
Due Today — Priority Activities
6 activities due today across takeoff, counts review, NetSuite estimate updates, and customer follow-ups.
Click an activity to open it in the workbench.
My Assigned Work
14 total assignments across queues
Due Today
0 tasks
Nothing in this queue.
T-5000 · P-1001
Riverbend Apartments
Silverpeak Multifamily
Revision
OverdueMediumRevisionVE RequestSpec Package
Project Type
Multifamily
Location / State
Austin, TX
Sales Rep
Trevor Nash
Request Source
Email
Request Type
Revision
Work Indicator
VE Request
Assigned Estimator
Danielle Ortiz
OneDrive Folder
Riverbend Apartments / Estimate Prep
Original Due
2026-06-25
Extended Due
2026-06-29
NetSuite Reference
Not in NetSuite
Current Status
Overdue
Guided Workflow
What needs to be done?
Standardized activities for state: Revision
20%
Complete
Quick Actions
OneDrive Documents
Riverbend Apartments / Estimate Prep
  • Estimate Prep Folder
    Folder · 24 items
  • Plan Set — Full Set.pdf
    PDF · 12.4 MB · today
  • Fixture Schedule.xlsx
    Excel · 214 KB · today
  • Count Sheet.xlsx
    Excel · not yet uploaded
  • Customer Email Attachment.msg
    Outlook · 1.1 MB · yesterday
  • Revision Notes.docx
    Word · 32 KB · today
NetSuite Estimate Work
Not in NetSuite
No NetSuite record — coordination task only.
Clarification / Communication
  • Awaiting Customer
    Clear
  • Awaiting Sales Rep
    Clear
  • Awaiting Inside Sales
    Clear
  • Due Date Confirmation Needed
    Open
  • Fixture Selection Clarification Needed
    Clear