You can send automatic estimate reminder messages to your work addresses when an estimate is approaching. This means you don't need to type a message for each estimate booked.
Please note -- if you do not want to send the estimate reminder, select --Please choose-- from the dropdown.
- In order to set this up, first, go to your 'System settings'. From the 'estimates' section, click 'Estimate address reminder'.
- Use the dropdown box to choose the time this message should be sent. Navigate through the tabs to change to email and SMS. You will see a page with a subject line and/or a large box for your message content.
- Click 'Use tagging' to open the sidebar containing the dynamic tags. Tags are used to personalise these messages to each estimate by description, address, name, number etc.
- Start typing your message and click on the relevant tag when you want to enter data. Once you are happy with your message click 'Close tagging' and click 'Save'.