uInvoice allows you to email, print, and export estimates for your customers, giving your customers a professional document each time.

 

Emailing an Estimate


To email an estimate, follow these steps:

 

1. From the Jobs tab, select Estimates.

 

A list of estimates will display. To email an estimate, click the Actions menu in the far-right column to access the following actions: EditApproveArchive, Reject, Email, Print, and Export.



2. Click Email.


3. In the To field, enter the email address(es) for those receiving the estimate.


Note: The email address in the To field automatically populates with the email address entered for the customer's primary contact. The To field can be edited. To enter multiple email addresses, separate email addresses with a semicolon (;).


4. In the CC field, enter the email address(es) for those you would like copied in the email, if desired.


Note: The email address in the CC field automatically populates with the email address of the user logged into the uInvoice account, if applicable. The CC field can be edited. To enter multiple email addresses, separate email addresses with a semicolon (;).


5. In the Subject field, enter the subject of the email. 


Note: The Subject field automatically populates with the Job Type (Estimate, Work Order, or Invoice), the Estimate Number, and the Customer name. The Subject field can be edited.


6. In the Body field, enter a message for your customer, if desired. The Body field can be edited.


7. To view a preview of your estimate, click Expand.




8. Click Send Email


A PDF copy of your estimate is sent to your customer.


Printing an Estimate

 

To print an estimate, follow these steps:

 

1. From the Jobs tab, select Estimates.

 

A list of estimates will display. To print an estimate, click the Actions menu in the far-right column to access the following actions: EditApproveArchiveReject, Email, Print, and Export.

 


2. Click Print.


A preview of the estimate displays.


3. Click Print.


The Print dialog box appears, allowing you to send the estimate to the printer of your choice.


Exporting an Estimate

 

To export an estimate, follow these steps:

 

1. From the Jobs tab, select Estimates.

 

A list of estimates will display. To export an estimate, click the Actions menu in the far-right column to access the following actions: EditApproveArchiveReject, Email, Print, and Export.

 


2. Click Export.


A preview of the estimate displays.


3. Click Export as PDF.


The Export dialog box appears, allowing you to save a PDF copy of the estimate to your desired folder location.