Estimate Specific Automations

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Written by Steven
Updated 1 year ago

You can set automations for specific Estimates.

You can do this when you edit the Estimate under the "Finances>Estimate" tab.

Once on the Estimate page click the pencil edit icon on the desired estimate, you will see the Automations at the bottom of that page.

These automations are ONLY for this Estimate. They will not cause any automations on future or past estimates.

You can toggle all Automations off or on altogether or individually.

If you turn the toggle off, all the automations will turn off, and you will get this message.

If you toggle them all back on, you see will see this message:

Once they are turned off, you can turn them off and on individually.

You also turn "Review" on/off for each automation.

This will allow you to review each automation on your dashboard before it is sent.

Finally, you can see any automations already run for this Estimate at the bottom.

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