-Send Customers Estimates through email
- Select Estimates in settings. This will bring you to the Estimates page.
- First you may enter your Starting Estimate Number, this number will start at 1000 unless changed. The value will auto increment, you may also search for Estimate numbers using the search bar.
- After configuring the data for your Starting Estimate Number, you may Edit the Email Template below.
- When finished editing your Estimates settings select save at the bottom of the screen. Your Service screen is refreshed and a message at the top of the page in a green box now appears: “Estimate settings were successfully Updated”. Repeat these steps to edit Estimates settings at any point using fieldwork.