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1. Open Settings

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Click Settings from the main sidebar to access your account configuration options.

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2. Go to Defaults

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Click Defaults to access your default configuration settings.

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This section is where you can manage preset values used across your account.

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3. Turn the Setting On or Off

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Turn Send Estimate via SMS on if you want SMS to be selected by default when sending estimates.

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Turn it off if you do not want SMS selected automatically.