Contact Customer from Estimate Preview
Contact customers directly from the estimate preview in Mitchell Cloud Estimating. Customer phone numbers and email addresses are hyperlinks that allow you to initiate contact by phone or email.
How to
Contact a customer from the estimate preview
- While writing an estimate, click Preview
in the left navigation panel to view the estimate preview. - At the top of the printout, click the hyperlink for the customer phone number or the email address. If you are using a device that supports phone calls or email, then your device will call the contact number or open a new email in your email client.
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