How to send estimates, work orders and reports by e-mail?

Sending estimates by e-mail

Follow the steps below to send an estimate by e-mail.

1. From the Point of sale, while an estimate is showing onscreen, click on the Display button or hit F3 on your keyboard.
2. Select all the contacts in the list to whom you wish to send the e-mail.
3. Click on the @ button to send the e-mail.

Keywords: #quote # proposal #estimate

Sending estimates to e-mail addresses not on the contact list

If the e-mail address to which you wish the estimate to be sent is not on the contact list, follow the steps below to add it.

1. From the Print options window, select the last item on the list (empty e-mail and name).
2. Double-click on the e-mail address and contact name fields of the corresponding columns to enter the name and the e-mail to which you want the e-mail to be sent.
3. Click on the @ button to send the e-mail.

After sending, the new contact will automatically be added in the costumer’s profile.

Keywords: #quote # proposal #estimate

Sending work order and reports by e-mail

Follow the steps below to send work orders and reports by e-mail.

1. From the Point of sale, click on the W/O button or hit F11 on your keyboard.
2. From the print preview window, click on the envelope icon on the top left corner.
3. In the Export window, select the file format for the export in the Format drop-down menu. It can be PDF or Excel, for example.
4. From the Destination drop-down menu, select the Disk file option.
5. Save the document on your computer and send it by e-mail using your preferred e-mail software.