Schedule a Time for Estimate to Send

Modified on Wed, 3 Jan at 2:48 PM

*** Available Only on Desktop ***

 
If you are working outside of business hours, schedule a specific time for an Estimate to be sent to your customer.
 


 

 
To begin create a Draft Estimate and save, but do not send. 

View the Estimate and press the Schedule button on the right. 



Next you will go to choose the time and date you would like to have the Estimate sent. When done, press Schedule to save!

 

Here is a video showing you how to do this.


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