If a customer does not use email is there a way to text the estimates to them?

New Contributor

Valued Contributor

Could you try to export the estimate as a PDF to your device and send the estimate to them via pdf?

For an iPhone click the box with the up arrow then click share and save as a pdf to "files" or you could go straight to sending them a text message with the PDF attached. Or you could go to the office print off the estimate, head back to the location, and then hand the potential customer the estimate.

New Contributor III

I believe you can do this through the mobile side of things. Click e-sign and you can text with an attached estimate. Once the job is closed, I'm not sure how though