Help Center
Send
Email sends the estimate link with the PDF attached; Text sends the link. Send Test goes only to you.
Where and How
Send
Email sends the estimate link with the PDF attached; Text sends the link. Send Test goes only to you.
What It Does
Sends the estimate to the customer.
What It Changes
Email sends the link with the PDF; Text sends the link. Send Test goes only to you.
How to Use
- Click Send Test first.
- Check it on your phone.
- Click Email or Text.
From the same help as the card in the app.