When in the customer Account you will go to the "Estimates" Tab.

  • Email Link (RED: You can press "Send" which will send the customer a link to their estimate in the customer portal.

  • Portal (BLUE): You can press "Open" which will open up the customer portal as the customer would see it for you to view in a popup.

*NOTE: CLICK ON THE LINK BELOW TO VIEW THE REST OF THIS ARTICLE ABOVE.*

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