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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. Customize the Estimate Email

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Edit the default Estimate Email message that customers receive when an estimate is sent by email.

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You can customize the subject line and body text to match the way your business communicates with customers.

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The portal button to view and accept the estimate will be added automatically, so you do not need to include the link in the message.

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You can use placeholders like [CustomerFirstName] and [CompanyName] to automatically personalize the message.

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‍[CustomerFirstName] will be replaced with the customer’s first name, and [CompanyName] will be replaced with your company name.

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4. Customize the Estimate SMS
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Edit the default Estimate SMS message that customers receive when an estimate is sent by text message.

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The portal link to view and accept the estimate will be added automatically at the bottom of the message, so you do not need to include it.

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You can use placeholders like [CustomerFirstName] and [CompanyName] to automatically personalize the message.

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‍[CustomerFirstName] will be replaced with the customer’s first name, and [CompanyName] will be replaced with your company name.

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5. Customize the Multi-Estimate Email
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Edit the default Multi-Estimate Email used when sending multiple estimate options to a customer.

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This section is only used when you send more than one estimate option, such as 2 or 3 estimates for the customer to choose from.

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The portal button to view and accept the estimates will be added automatically, so you do not need to include the link in the message.

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6. Customize the Multi-Estimate SMS
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Edit the default Multi-Estimate SMS used when sending multiple estimate options by text message.

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This message should let the customer know they have more than one estimate option to review and choose from.

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The portal link to view and accept the estimates will be added automatically at the bottom of the message, so you do not need to include it.