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.