--- title: How to dispatch an Estimate description: Send an Estimate --- [Skip to content](https://knowledgebase.counta.com/knowledge/estimates-how-to-despatch-an-estimate#main-content) English Show submenu for translations ![AccountAbility\_logo\_primary\_fullcolor-1.png\]](https://knowledgebase.counta.com/hs-fs/hubfs/AccountAbility_logo_primary_fullcolor-1.png?height=40&name=AccountAbility_logo_primary_fullcolor-1.png) - [COUNTA by Accountability](https://8829720.hs-sites.com/counta-by-accountability) Open main navigation Close main navigation - [COUNTA by Accountability](https://8829720.hs-sites.com/counta-by-accountability) - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [COUNTA Help Center](https://knowledgebase.counta.com/knowledge?hsLang=en) 2. [Jobs](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en) 3. [Estimates](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#estimates) July 13, 2026 # How to dispatch an Estimate ## Send an Estimate ### **Step by Step Guide:** ### Send Via PDF 1\. Navigate to **JOBS \> Estimates** ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-18/a39ccf1b-2571-45d4-8dba-cfe10c748bf4/user_cropped_screenshot_054ae5d89b7f4a37bf9845d83c7edf11_text_export.jpeg) 2\. Select the **Job No**. ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-12/b1911d84-e334-45a7-8bca-f41acad3d92c/user_cropped_screenshot_9c3ac6aef170436fa42b9c0f4b9b749a_text_export.jpeg) 3\. Select the **Preview** hyperlink. ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-12/c0750743-c2d1-4417-95c8-bbd2fa09cbeb/user_cropped_screenshot_1c39ffe6f2df4e588d2ab262e1edcbd7_text_export.jpeg) 4\. A PDF will open up allowing users to **Download** or **Print**. ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-12/4410c6e8-e1a6-49df-bcae-4f75e8c7a5ce/user_cropped_screenshot_6c8f97acd6834839b87f209d90bc1bcb_text_export.jpeg) ### Send Via Email 5\. Navigate to **JOBS \> Estimates** ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-12/901929e9-6a4e-4f10-80b9-f8f39307215c/user_cropped_screenshot_0c6aea7e2312424aa742d35352fdf371_text_export.jpeg) 6\. Select the **Job No.** ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-12/de86fb30-490f-4df5-b154-68d5924164fe/user_cropped_screenshot_e119d25090bb4c419274bcae5de0496f_text_export.jpeg) 7\. Select **Email.** An **Email** message will appear with a link to the estimate. ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-12/c612fc75-be23-485f-844a-588d84791382/user_cropped_screenshot_50e0ce4948c44b74a97db2387d91b85e_text_export.jpeg) 8\. An **Email** message will appear with a link to the estimate. ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-13/99ca7562-45aa-4304-876e-ec4055470d31/user_cropped_screenshot_2c874f7dd76a468f9ceda1a0f5e8ba59_text_export.jpeg) Tip: In order for this function to work a Client Contact must be set up. Select [Contact](https://knowledgebase.counta.com/knowledge/client-contacts?hsLang=en) from the Estimate page \> Settings to add the information ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-13/085a7e6f-2dd4-46ce-9e1c-d35c8bcbdca2/user_cropped_screenshot_6c03a83be40b48aebaf72bc50d6a5b2b_text_export.jpeg) ### Send Via Message 9\. Navigate to **JOBS \> Estimates.** ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-12/c14fb0fb-aaf5-447a-8a9d-ca8e534390ff/user_cropped_screenshot_d166268dc8ee443b90145c3b7d8d52f2_text_export.jpeg) 10\. Select the **Job No.** ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-12/1b79edce-89ad-43e3-8a11-34f8491eb126/user_cropped_screenshot_e1e51b2a55424848991c880e31f1f790_text_export.jpeg) 11\. Select the dropdown **Activity** and click on **Send Via Message** hyperlink. ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-12/05b5753f-6b79-4109-9486-e55c151ab96a/user_cropped_screenshot_afaf5c3a4e1f4243967b4dbf51bca773_text_export.jpeg) 12\. 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