How to dispatch an Estimate

Send an Estimate

Send Via PDF

Steps:

1. Navigate to JOBS > Estimates

2. Select the Job No.

3. Select the Preview hyperlink.

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4. A PDF will open up allowing users to Download or Print.

Send Via Email

Steps:

1. Navigate to JOBS > Estimates.

2. Select the Job No..

3. Select the dropdown Activity and click on Send Via Email hyperlink.

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4. An Email message will appear with a link to the estimate

In order for this function to work a Client Contact must be set up.

Select Contact from the Estimate page to add the information

Send Via Message

Steps:

1. Navigate to JOBS > Estimates.

2. Select the Job No.

4. Select the dropdown Activity and click on Send Via Message hyperlink.

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5. Enter the clients name in the To field.

6. Select Send.

The client will receive an email generated by the system in which the client can send replies to and will retain a trail of correspondence within the system