You can send automatic estimate emails to your customers with their estimate enclosed. These can be edited and personalised to each estimate by entering tags, like the estimate date, customer name, location etc.
Watch a quick video showing you how to edit an estimate email message
Or read how to edit an estimate email message
- Click on the settings icon in the top right corner and click System settings
- In the list of estimates click Estimate email message
- You will see a page with a subject line and a large box for your email content. Click Use tagging to open a side bar. Tags are used to personalise these emails to each estimate by job description, address, name, number etc. Start typing your message and click on the relevant tag when you want to enter customer data such as work address. Once you are happy with your email click Close tagging and click Save