> ## Documentation Index
> Fetch the complete documentation index at: https://helpdocs.servinix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Send an estimate from the Inbox

> Send a draft estimate to a customer directly from an active conversation thread in the Servinix Inbox using the Send estimate action.

# Send an estimate from the Inbox

Send a cost estimate to a customer without leaving their conversation thread. This keeps quoting in context with the conversation that prompted it.

## Before you start

* An estimate for the contact must already exist in Servinix, or you need to create one before sending. See [Create an estimate](/field-service-management/quotes-and-invoicing/create-an-estimate).
* The contact must have an SMS-capable phone number on their record.
* You need access to the Inbox and Estimates in the portal.

## Steps

1. In the left navigation, select **Inbox**.
2. Open the conversation with the customer you want to quote.
3. In the conversation panel, select **Send estimate**.
4. The **Send estimate** panel opens on the right. It confirms the send method: **Sending to this contact via SMS.**
5. Review the **AI-SUGGESTED ITEMS** section. If Servinix has suggested line items based on the conversation, they appear here. If no suggestions are shown yet, you can proceed without them.
6. Under **SEND VIA**, confirm or change the delivery channel: **SMS** or **EMAIL**.
7. Optionally, add a note in the **MESSAGE (OPTIONAL)** field to accompany the estimate.
8. Review the **Total** shown at the bottom of the panel.
9. Select **Send estimate** to deliver it to the customer.

## Result / verify

After sending, the estimate is delivered to the customer via the selected channel. The conversation thread updates to reflect the outbound estimate message. You can view the estimate status (sent, viewed, accepted) from the **Estimates** page in the portal.

## Related

* [Inbox overview](/field-service-management/communications/inbox-overview)
* [Manage conversations in the Inbox](/field-service-management/communications/manage-conversations-in-inbox)
* [Create an estimate](/field-service-management/quotes-and-invoicing/create-an-estimate)
* [Send an estimate to a customer](/field-service-management/quotes-and-invoicing/send-an-estimate-to-a-customer)