You can send automatic estimate reminder messages to your work addresses when an estimate is approaching. This means you don't need to type a message for each estimate booked.
Please note: if you do not want to send the estimate reminder please select --Please choose-- from the dropdown
Watch a quick video showing you how to edit a work address estimate reminder
Or read how to edit a work address estimate reminder
- Click on the settings icon in the top right corner and click System settings
- In the list of estimates click Work address estimate reminder
- Use the drop down box to choose the time this message should be sent. Navigate through the tabs to change to email and sms. You will see a page with a subject line and/or a large box for your message content.
If you do not want to send the estimate reminder please select --Please choose-- from the dropdown
Click Use tagging to open a side bar. Tags are used to personalise these messages to each estimate by description, address, name, number etc. Start typing your message and click on the relevant tag when you want to enter data. Once you are happy with your message click Close tagging and click Save