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.

Did this answer your question?