Job Management from Job Information
      Back to home
      1. Help and Support Center
      2. Jobs Management & Mobile Estimator
      3. Job Management from Job Information

      Emailing a Proposal/Job/Estimate/Bid to your customer

      Sending your proposal via email

       

       

       

      Open the Job screen of the job you want to send and click Send Proposal at the top right corner.


      Select the Proposal format, Template (optional), Email Template (optional) or type your subject and email body


      Click Send Email at the top right corner

      Once the email processes the Email Status will open and display if the email sent or failed

      Note: If your email fails to send, check your email user settings, or alternatively you can contact our support team.

       

      Last Modified by Josh Hughey 7/10/2023