Estimates & Invoices

Customer Cannot View Estimate? Delivery Troubleshooting

Fix estimate delivery issues in Local Business Pro when customers report they can't access or view their quote.

beginner 4 min read estimate delivery customer troubleshooting
Book a demo Calculate missed-call revenue

Quick Answer: If a customer can't view their estimate, check that it was sent to the correct email/phone, resend it, and verify they're checking the right inbox (including spam). The estimate link expires after a set period.

Common Causes

  • Wrong contact info: Sent to incorrect email or phone number
  • Spam folder: Email went to spam/junk folder
  • Link expired: Estimate links expire after the validity period
  • Not sent: Estimate is still in Draft status
  • SMS blocked: Customer's phone blocking unknown numbers

Step-by-Step Fix

  1. Navigate to Operations > Estimates
  2. Find and open the estimate
  3. Check the status - is it 'Sent' or still 'Draft'?
  4. Verify the customer email/phone is correct
  5. Click Resend to deliver again
  6. Ask customer to check spam/junk folder
  7. Try sending via alternate method (email if SMS failed, or vice versa)

Frequently Asked Questions

Q: How long are estimate links valid?
A: Links remain valid until the estimate expires. Check the expiration date on the estimate.

Q: Can I send an estimate multiple times?
A: Yes, you can resend as many times as needed. Each resend generates a fresh notification.