Central Florida's Knowledge Center
Don't Service Area
Villages
32102
Daytona
32105
Daytona
32110
Updated: 11/26/2025 2:31 pm EST
Invoice and Estimate Requests
How to Send Invoices via Email to customers
1. Select the Invoice from the Customer Account
2. Select the Email button on the top right of the page
3. Verify with the customer the email that we have is correct.
-
If yes, select the box. (Pointed by the Orange Arrow)
-
If no, enter the email address in the "New email address..." field (Pointed by the Green Arrow)
4. Select the green "Send" button to send out the email to the customer
Please note: If a customer requests to have their invoice(s) mailed to their address, send the invoice link(s) directly to a Team Lead via TEAMS. Before providing the link(s), verify that the mailing address on file is correct. If the customer prefers it to be sent to a different address, be sure to collect and provide that updated information. The Team Lead is responsible for printing the invoice(s), placing them in an envelope, and delivering them to the front office for mailing.
How to Send Estimates via Email to customers
1. From the Opportunities & Estimates section on the Customer Account, select the Estimate # the customer would like emailed to them.
2.Select the envelope icon button on the top right of the page
3. Verify with the customer the email that we have is correct.
-
If yes, select the box. (Pointed by the Orange Arrow)
-
If no, enter the email address in the "New email address..." field (Pointed by the Green Arrow)
4. If customer needs more than one estimate or all estimates, you can select the customer's preferred choice under the "Email all estimates at once" section
5. Select the green "Send" button to send out the email to the customer
Please note: If a customer requests to have their estimate(s) mailed to their address, send the estimate link(s) directly to a Team Lead via TEAMS. Before providing the link(s), verify that the mailing address on file is correct. If the customer prefers it to be sent to a different address, be sure to collect and provide that updated information. The Team Lead is responsible for printing the estimates(s), placing them in an envelope, and delivering them to the front office for mailing.