BME - Sending Estimates on Delay

When sending an estimate to a customer, you now have the option to delay and schedule the estimate to be sent at a later time.   

Simply fill out your BME (Send Estimate) with the customer's information.  Then, click on the calendar to the right of the send button.  

Toggle on the Schedule Message.

Then select your scheduled date and time.  Double check and hit Save Schedule.   

Here is a VIDEO on how to use this function.