Chat with the Customer

If you need more information before sending a quote, you can message the customer directly. Asking the right questions shows professionalism and helps you provide a more accurate quote.

Steps

  1. Open the lead and tap Chat with Customer.
  2. Ask specific questions about the job scope, timing, or any details that are unclear.
  3. Once you have the information you need, send your quote.
Tip: Keep messages professional and focused on the job - first impressions matter.