Cost Estimator
To receive a notification when an estimate is opened, viewed, or approved you’ll want to enable the notifications settings in your Cost Estimator mobile app.
To do this in your mobile app, tap menu>settings>permissions and enable notifications within your device settings.
Currently, you’ll receive notifications when a client opens and approves an estimate.
When a client *opens* an estimate, you’ll get a push notification letting you know they opened – however, there will be no other update within the app.
When a client *approves* an estimate, you will receive both a push notification and an email with detailed information about the approved estimate.
Unfortunately, the approval feature cannot be turned off at the moment. However, to share an estimate without the signature and approval flow, you can follow these steps:
1. Generate the estimate
2. Preview the estimate
3. Download it as a PDF
4. Share the downloaded PDF directly with your client. This way, you can share your estimate without requiring the client to go through the formal approval process.
You should receive push notifications when your client approves an estimate. If you’re not receiving push notifications, please check your notification permissions in both your device settings as well as your settings in the Cost Estimator app.
Go to your device Settings > find our app > Notifications, and ensure notifications are enabled. Additionally, verify in-app notification settings by going to app Settings > Permissions > Notifications and enable notifications from there.