INTENDED SEARCHES: send estimate, email estimate, create and send estimate
Send an estimate only after reviewing the full estimate.
Steps:
1. Open the estimate.
2. Review customer, address, line items, prices, taxes, discounts, deposits, terms, and totals.
3. Confirm the customer email is correct.
4. Select the send option if available.
5. Confirm the estimate was sent or check the sent status if shown.
Before sending, check:
- Customer email.
- Estimate date.
- Service address.
- Items and totals.
- Deposit and remaining balance.
- Terms and conditions.
- Notes and images.
Why this matters:
The estimate becomes the customer-facing proposal. Sending the wrong estimate can create approval, scheduling, and billing problems.
Support note:
If you cannot find the option, cannot save the record, see different fields, or receive an error, contact support with the page, record name or number, what you clicked, what happened, and a screenshot if possible.
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