Setup
Emails when a customer answers
When a customer accepts or declines a proposal through the accept link, Preflight emails:
- the estimator who sent it, and
- everyone in Settings → Company Profile → Customer Answer Emails (separate addresses with commas).
The email says who answered, the total, whether they took the maintenance plan, how they plan to pay and any note. Accepted jobs also get a crew job sheet right away.
Not getting them?
Preflight sends these emails for you. Check that the addresses in Customer Answer Emails are typed right, then look in spam. Still nothing? Contact Preflight support.
The Estimates tab always shows answers under Customer Answers.
More in Setup
Start here: setup checklistCreate your company accountApp Lock and Face IDCompany profile and logoYour account: name, password, email, deleteManaging your team on the office web pageServices offeredThe office web pageRate sets: standard and contract ratesPrice one surface the same as anotherSquare-foot pricing: bands or tiersService minimumStairs pricingUpholstery pricingAdd-ons and extra chargesPayment terms and card feesSales tax by stateTravel and mileageBranches, franchises and state licensesCurrency, metric and temperatureProposal wordingLead sourcesPromo codes and employee perk codesService reminders ("time for your next cleaning")Bluetooth laser measuresRoutes — the route owns the jobsW-9 and insurance certificate for commercial customersPrice sheets to print or exportConnect QuickBooks OnlineWebhooks — send data to Zapier, Make or your CRMInvite your team and choose rolesPrice changes on site — as needed, within a limit, or lockedPermission to scan and photographPhotos & video notice (marketing and training)Required before sending ("stupid proofing")Screenshots, the security log, and people who leaveTraining coursesCondition charges — wool, woven, soil, petsWalls, countertops and bathroom fixturesPlan & BillingBooking accepted proposals in ZRWare (Zerorez)Export customers to a spreadsheetAutomatic follow-ups on proposalsOnline booking, deposits and cancellationsArrival windows and how long jobs takeTeam chat — one on one, groups, photos and videosBring your customers in from QuickBooksZones (your service area by zip code)Bring customers in from a spreadsheetCapacities, time off and blocked timeFranchise systems — stores, zips and system totalsPayments — use your own processorSplitting revenue — secondary techs, multi-route jobs, and revenue after costsWhat you do — setting up your servicesDepartmentsLate fees on overdue invoicesRefunds — card payments and QuickBooksReports and sharingSwitching companiesMonthly goalsPreflight Leadership — one-on-ones, scorecards and personal goalsKudos and Employee of the Month