> ## 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 to a customer

> Send a drafted Servinix estimate to a customer by email or SMS, including how to preview the quote and track when the customer opens or approves it.

# 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.

## 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.

## Steps

### 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**.

### 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**.

## 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.

## 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.

## Related

* [Create an estimate](/field-service-management/quotes-and-invoicing/create-an-estimate)
* [Estimate pipeline overview](/field-service-management/quotes-and-invoicing/estimate-pipeline-overview)
* [View and manage invoices](/field-service-management/quotes-and-invoicing/view-and-manage-invoices)
* [Send an estimate from the Inbox](/field-service-management/communications/send-estimate-from-inbox)