How to dispatch an Estimate

Step by Step Guide:

Send Via PDF

1. Navigate to JOBS > Estimates

2. Select the Job No.

3. Select the Preview hyperlink.

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

Send Via Email

5. Navigate to JOBS > Estimates

6. Select the Job No.

7. Select Email.

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

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

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

Select Contact from the Estimate page > Settings to add the information

Send Via Message

9. Navigate to JOBS > Estimates.

10. Select the Job No.

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

12. Enter the clients name in the To field.

Tip: 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