Question 1

Sending/Sharing Estimate: How do I track shared estimates?

Crystal · Accepted Answer

After sharing your estimate with a client, you can track its status in several ways:

1. You'll receive a push notification when your client opens the estimate.

2. In the app, locate estimates in their saved folders. You can filter estimates by status at the top of a folder (Sent/Approved) to quickly find what you're looking for.

3. When your client signs and approves the estimate, the status will automatically update to 'Approved', and you'll receive both an email and push notification alerting you to this change.

Question 2

Sending/Sharing Estimate: How do I track shared estimates?

Crystal · Accepted Answer

After sharing your estimate with a client, you can track its status in several ways:

1. You'll receive a push notification when your client opens the estimate.

2. In the app, locate estimates in their saved folders. You can filter estimates by status at the top of a folder (Sent/Approved) to quickly find what you're looking for.

3. When your client signs and approves the estimate, the status will automatically update to 'Approved', and you'll receive both an email and push notification alerting you to this change.