Step-by-step guide

Find a customer's response or question

Customers can respond from their proposal link without an account.

1. 1

   Open Messages, or choose the customer's notification from the bell. The Dashboard also links to your open messages.

2. 2

   Find the estimate question or website request and read its details. For an estimate question, choose View estimate to review the proposal.

3. 3

   Contact the customer directly using the email address or phone number provided. For a website request, you can choose Create estimate and then Use request details.

4. 4

   Mark the message read or responded, and archive it when finished. Use Archived to find or restore it later.

Marking a message responded does not send a reply. Free accounts see estimate questions in the app; Pro also includes email alerts within its email allowance.

Still stuck? Contact support.

Call WorkCraft AI: (704) 457-9382