Quick answers to common estimate questions. If yours isn't here, email admin@runacall.com.
Can I edit an estimate after sending it?
Yes, until it's approved. Click Edit estimate, make your changes and save. The customer's link shows the new version right away. Click Resend if you want them to get a fresh email.
The customer approved by mistake. Can I undo it?
Approved estimates are locked. They can't be edited, re-statused or deleted, because the signature is your record. If the job shouldn't go ahead, cancel the job that was created. To offer something different, use ⋯ → Duplicate and send the new estimate.
Can I call it a Proposal or a Quote instead?
Yes. On the Estimates page, click the gear (Estimate settings), open Basics and change What to call it. The new word shows on the PDF, in emails and on the approval page.
How long is an estimate valid?
30 days by default. Change it under Estimate settings → Basics → Expire after, or turn off Estimates expire. You can also set Valid until on a single estimate while editing it.
What happens when an estimate expires?
The status changes to Expired, and the customer's link says the estimate has expired and asks them to call you. They can't approve it. To give them more time, click Resend and pick a New validity date.
Can I send an estimate by text message?
Estimates are sent by email. To text one, copy the link from the Customer approval link card on the estimate (Copy link) and paste it into a message to the customer.
Can two people receive the same estimate?
Yes. Add more addresses under To in the send window. Everyone gets the same link, and whoever signs first approves it.
Can the customer see my internal notes?
No. Internal notes are only visible to your team. The customer sees your option descriptions, the note to customer, your terms and anything else on the approval page.
Does the customer get a text or email when they approve?
Their page turns into a project page right away, where they can pick a time (if you allow it) and pay any deposit. If the estimate has a payment schedule, they're also sent the deposit invoice unless you turned that off.
Why is my logo missing from the estimate?
Estimates use the logo from your business settings. See Uploading your company logo.
What copies over when I duplicate an estimate?
The options, line items, discounts, photos, payment schedule, title, note to customer, summary of work, design and financing. The customer, property and contact are cleared so you can choose them again, the validity date resets, and any attached contract isn't copied.
Can I tag estimates?
Yes. On the estimate, click Add tags… under the title. Filter the Estimates page with Tags. The list also shows each customer's Lead source. See Creating tags.
Can I offer financing?
Yes. Add your lender's plans and customers see a monthly payment next to the price. See Offering financing on estimates.