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

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

Luke Ehresman avatar
Written by Luke Ehresman
Updated over a week ago

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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