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‎02-01-2022 08:25 AM
Solved! Go to Solution.
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‎04-26-2022 03:21 PM
Hi there,
You can set up an Alert for Sold Estimates under integrations. (Settings>Integrations>Alerts) This way you can have the system notify the appropriate people via email, sms or both that the customer has accepted the estimate.
You can also set up Alerts from the same place for Clients viewing and/or signing your online estimates.
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‎05-04-2022 02:00 PM
Alerts are your best friend.
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‎04-26-2022 03:21 PM
Hi there,
You can set up an Alert for Sold Estimates under integrations. (Settings>Integrations>Alerts) This way you can have the system notify the appropriate people via email, sms or both that the customer has accepted the estimate.
You can also set up Alerts from the same place for Clients viewing and/or signing your online estimates.
