Method Community

I've been using Method quite a bit lately trying to figure as much out as I can.

In the estimate screen you can set the estimate to be emailed. I don't see how to send it though. Are you supposed to send the estimate in Quickbooks or is there a way to do it in Method?

Thank you - Jacob

Hi Jacob,

You would check that ‘To be emailed’ option if you wanted to send that specific estimate or batches of estimates via QuickBooks.
If you wanted to e-mail estimates via Method then you would want to customize that screen to do that. The ‘To be emailed’ option wouldn't be relevant in this case, since the purpose of this feature is to flag estimates you would like to later e-mail through QuickBooks.  If you want to take a shot at customizing Method so you can e-mail estimates, as a hint; there is a 'send email' action that you can use ;)