Set Up Estimate Emails

Previous Lesson: Set Up Estimate Templates

 

To set up Estimate Email messages go to General > Preferences

Estimate Module > Estimate Setup

EstimateSetup.png

 You can then type an email subject and message, to accompany the attached letters (produced from the Estimate Templates):

 

EstimateSetup2.png

 

 The Estimate note goes beneath the body of the email and we recommend you use it for adding further information such as services you perform and contact details etc.

 

EstimateSetup3.png

 

Click Save on both and your emails are set up.

 

 

Next Lesson: Booking an Estimate

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