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How Do I Change Who Receives Questions From My Clients About My Estimates?

Changing the person(s) who receive questions about your estimates.

Written by Luke Ehresman

Changing which of your team members receives the questions your customers ask about an estimate is easy!

NOTE: All estimates have a convenient "Ask a Question" button for your clients to easily submit questions to your team. These questions will be emailed to the team member(s) 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: Tap on Settings > Estimates

Step 2: Tap on "Send Client Questions To"

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

Step 4: Save.

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