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