Once a quote is created, it can be sent to the customer by email directly from the web dashboard or the mobile app. Customers receive an email with a link to view, approve, deny, or ask questions about the quote. After a quote has been sent the customer can also view or take action on the quote in the Customer Portal.
How to Send a Quote
Office Staff – Web Dashboard
Open the quote and click the envelope icon at top of page.
💡 By default, the system will automatically pre-fill emails for all contacts that have the "Quotes" notification option enabled but you can edit recipient emails before sending.
Technicians – App
Open the quote assigned to you and click "Send Quote."
Print or Save a Quote as a PDF
Office Staff – Web Dashboard
Open the quote and click the "PDF" or "printer icon".
Technicians – App
Quotes cannot be printed or saved as a PDF from the mobile app.