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 please select --Please choose-- from the dropdown.
How to edit a work address estimate reminder:
First, go to your 'System settings'.
From the 'estimates' section, click 'Work address estimate 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.
If you do not want to send the estimate reminder please select --Please choose-- from the dropdown.
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'.