Loop in your technician, salesperson, or estimator on an estimate when sent to a customer so that they receive an update automatically via email when that customer marks the estimate as approved or declined. This streamlines communication between your sales team and your customers so that the right employee is getting the information that they need to do their job.
Currently this functionality is only available on the iPhone or iPad mobile apps.
Step 1: From the mobile app, click into the estimate. Then press Send.
Step 2: You will see a preview of the estimate appear then press the blue Send button in the top right.
Step 3: The email that is sent to the customer will display. In the From field, tap to put the cursor there like you would to change or add an email address.
At the bottom of the screen you will see the available email addresses to send this estimate from.
IMPORTANT: If you are sending on behalf of your employee, they must be the one assigned to the job in order to show their email address as an available email. Keep in mind that the email address can only be the email tied to their employee profile, you are not able to type in a unique email address.
Step 4: When the estimate is sent, the customer will still see that the estimate is coming from your company and firstname.lastname@example.org however, once they mark that estimate as approved or reply to the email the email notification will be sent to the employee that you selected as the from email address.