To customize the subject line and email message when sending an estimate:
1. Tap into the folder where the saved estimate is located that you would like to send.
2. Tap the three dots on the estimate you would like to send via email.
3. Tap “Send Estimate”.
4. Review all details and make any changes needed.
5. Tap “Review & Send” at the bottom.
6. On the Review Estimate screen, scroll to the bottom and tap “Send Estimate”.
7. Tap “Email” on the pop-up.
8. On the “Confirm Email Delivery” pop-up screen, customize the Email Subject Line and Email body.
9. Tap Send Estimate when completed.