- Client Help and Support Center
- Jobs Management & Mobile Estimator
- Job Management from Job Information
-
Quick Start Tutorials Onboarding
-
Arborgold Updates
-
Industry Use Cases
-
Webinars
-
Integrations
-
Settings
-
Items: Resource Set Up
-
Customer Relationship Management (CRM) & Message Center
-
Jobs Management & Mobile Estimator
-
Scheduling & Mobile Crew
-
Accounts Receivables
-
Payroll Tracking and Job Costing
-
Supply Chain Management & Accounts Payable
-
Communication and Renewals
-
Reports and Analytics
Sending a Proposal Via Email to Your Client
Sending your proposal via email
To Email your proposal:
- Open the Proposal
- Go to 'Send Proposal'
- Select the Proposal format
- Select the Template [optional]
- Select the Email Template or type your subject and email body
- When you are happy with the email and proposal select 'Send Email'
- Once the email processes the Email Status will open and display if the email sent or failed