You can send automatic estimate emails to your customers with their estimate enclosed. These can be edited and personalised to each estimate by entering tags, like the estimate date, customer name, location, etc.
- In order to edit this message, first, open your system settings. From the 'Estimates' section, click 'Estimate email message':
- You will see a page with a subject line and a large box for your email content. Click 'Use tagging' to open a sidebar. Tags are used to personalise these emails to each estimate by job description, address, name, number, etc.
- Start typing your message and click on the relevant tag when you want to enter customer data such as work address. Once you are happy with your email click 'Close tagging' and click 'Save'.