All estimates have a convenient "Ask a Question" button for your clients to easily submit questions to your team while viewing their estimate. These questions will be emailed to the team members of your choice.

FROM THE WEB APP


Step 1: Go to Settings > Estimates

Step 2: Click on "Send Client Questions To"

Step 3: Choose team members and/or add their email addresses

Step 4: Save.

FROM THE MOBILE APP


Step 1: Go to Settings > Estimates

Step 2: Tap on "Send Client Questions To"

Step 3: Choose team members and/or add their email addresses

Step 4: Save.

Did this answer your question?