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How to Send a Proposal from the Mobile App
How to Send a Proposal from the Mobile App

Use the Mobile App to send an Estimate off to a Customer.

Fred Pape avatar
Written by Fred Pape
Updated over a week ago

Here's how you can send off an estimate to a customer from the Mobile App.

This article assumes you've already created your Estimate and are now ready to send the Proposal.

Step by Step:

Step 1:

Open the main menu and select Estimates.

Step 2:

Select the job for which you want to send a Proposal.

Step 3:

Click on the round plus button and then select the edit icon.

Step 4:

Click on the three dots in the upper right-hand corner, and then tap on Customer Proposal.

Step 5:

Select your preferences for a downpayment invoice and then hit Send for Review.

Step 6:

Turn on the toggles for the Customer's email address and your reply-to address. Avoid editing the email description, since this will undo the formatting. Hit Send.

That's it! Send us a message in the blue chatbox if you have any questions!

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