Sending estimates to customers

The public link gives the customer a print-style estimate page for a phone or computer.

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Before you start

• Add your shop’s email address under Settings › Stores. TireTutor uses the first address for replies.
• Add an email address to the customer record for email delivery.
• Add a phone number to the customer record for text-message delivery.

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Email the estimate

When: The customer needs a read-only copy by email. The email links to a read-only estimate page. The customer can review the estimate but cannot approve, decline, or sign it there.

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Use another delivery option

Select More ways to send beside Send Estimate to Customer. The available menu can include:

• Text the estimate link sends the public link by text message.
• Open messages opens the guided Square Messages workflow if your shop has the Square Messages shortcut turned on.
• View estimate opens the public estimate in a separate browser tab.

After a text message goes out, the estimate shows Last texted: with the send time.

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Add missing information

TireTutor opens a required-information dialog when a send action lacks a needed address or phone number.

• Store Email Address Required: Select Go to Settings. Add an email address under Settings › Stores.
• Email Address Required: Select Add Email. Add the customer’s email address.
• Phone Number Required: Select Add Phone Number. Add the customer’s phone number.

The work order has the same controls under Send Invoice to Customer. See Square messaging to send the invoice.

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Where to go next