You can send quotes (and other documents) via text message directly from the InvoiceOwl web app. Here is how:
- Click Quotes in the left sidebar and open the quote you want to send.
- Click the Send button in the right sidebar.
- In the send dialog, choose Text Message as the sending method.
- The client's phone number will be pre-filled if it is on file. You can edit or enter a different number.
- Review the message. It will include a link where your client can view the quote.
- Click Send to deliver the text message.
Your client will receive a text with a link to view, approve, or request changes to the quote.
On the Mobile App
- Tap the Quotes tab and open the quote you want to send.
- Tap Send Quote at the bottom of the screen (or Send Reminder if already sent).
- In the send screen, choose Text Message as the sending method.
- The client's phone number will be pre-filled if on file. You can edit or enter a different number.
- Review the message and tap Send.
This is a great way to send quotes while still on the job site -- your client gets a link to view and respond right from their phone.