Estimate Contact a Customer

Contact a customer

Office staff may need to contact a customer regarding an estimate. The system makes communication with customers quick and easy. To do this:
  1. Go to the estimate
  2. At the top right of the page, click Estimate
  3. Select Send Email
  4. Choose a canned response or type an email
  5. Press Send
  1. Go to Estimates
  2. Select the type of estimate you wish to view or click All Estimates
  3. On the estimate overview, click one of the contact icons below the customer’s name

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