Customer Cannot View Estimate? Delivery Troubleshooting
Fix estimate delivery issues in Local Business Pro when customers report they can't access or view their quote.
Quick Answer: If a customer can't view their estimate, check that it was sent to the correct email/phone, resend it, and verify they're checking the right inbox (including spam). The estimate link expires after a set period.
Common Causes
- Wrong contact info: Sent to incorrect email or phone number
- Spam folder: Email went to spam/junk folder
- Link expired: Estimate links expire after the validity period
- Not sent: Estimate is still in Draft status
- SMS blocked: Customer's phone blocking unknown numbers
Step-by-Step Fix
- Navigate to Operations > Estimates
- Find and open the estimate
- Check the status - is it 'Sent' or still 'Draft'?
- Verify the customer email/phone is correct
- Click Resend to deliver again
- Ask customer to check spam/junk folder
- Try sending via alternate method (email if SMS failed, or vice versa)
Frequently Asked Questions
Q: How long are estimate links valid?
A: Links remain valid until the estimate expires. Check the expiration date on the estimate.
Q: Can I send an estimate multiple times?
A: Yes, you can resend as many times as needed. Each resend generates a fresh notification.
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Last updated: February 1, 2025