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Send an estimate to a customer

Deliver a completed estimate to your customer by email, SMS, or both. The customer receives a link to a public view where they can review and approve the estimate.

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Before you start

  • The estimate must have at least one line item and be in Draft, Modified, Sent, or Viewed status.
  • The customer record must have an email address, a phone number, or both. If neither is on file, you cannot send until the customer record is updated.

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Steps

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From the portal

  1. Go to Estimates and open the estimate you want to send.
  2. Select Send estimate (available from the estimate detail or review screen).
  3. The Send to customer sheet appears. It shows the channels available based on the customer’s contact details:
    • Email — toggle on to include email delivery.
    • SMS — toggle on to include SMS delivery.
  4. To send to a different address or number than what is on the customer record, enter it in the Override email or Override phone field.
  5. Optionally add a short message in the Message field. The default placeholder is “Hi! Your estimate is ready for review.”
  6. Select Send estimate.

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From the mobile app

  1. Open the estimate in the Servinix app.
  2. Tap the send action from the estimate review screen.
  3. Toggle Email and/or SMS on.
  4. Optionally override the recipient address or phone number.
  5. Add an optional message.
  6. Tap Send estimate.

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Result / verify

The estimate status changes from Draft to Sent. When the customer opens the link, the status updates to Viewed. Both changes appear immediately in the Estimates pipeline.

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Troubleshooting

  • No email or phone on file — the send sheet will show an error. Update the customer record with at least one contact method before sending.
  • Send fails with an error — check that your account’s Stripe and notification settings are configured. Contact support if the error persists.