Sending quotes by email and text

The biggest thing that gets a quote accepted is the customer actually opening it, and opening it soon. Email lands in an inbox; a text lands on their lock screen. Karven can send either, or both.

Sending

Tap Preview & send on a quote. You see the page your customer will open, and you choose:

• Send to: the customer's name, email and mobile.
• Send by: Email, Text or Both. If you have their email, email is picked for you; if you only have a mobile, text is.
• Customer sees: Full breakdown, Section totals or Total only. Your own copy always keeps every row, cost and profit. See what your customer sees.

For email you can also change:

• Subject. Starts as "Quote from" your business name, then the quote's title (for example "Quote from Sam Sparky Electrical: Downlights at 12 King St"). The same subject shows on the New quote email card in Auto messages in the menu.
• Opening line. Your usual wording comes from the New quote email card in Auto messages in the menu. Change it just for this quote if you like.
• Note after the button. Optional. A short personal line often gets a faster reply. Keep it to two or three lines.

Already handed the quote over in person or texted the link yourself? Use Mark as sent (no email) instead. See mark as sent.

Who the email comes from

Your customer sees your name and business name as the sender (your first name is set at the top of Auto messages in the menu). When they hit reply, it goes to the email in Settings → Business details, so use one you check.

If a customer says your emails go to junk, ask them to check their junk folder and mark it as not junk, or send it by text instead.

Sending later

Late at night? Choose Send later, then Send tomorrow 8am or Send Monday 8am. The quote page shows it as scheduled, and you can cancel before it goes.

Knowing they've opened it

Karven records when the customer opens their quote page. The quote shows when it was sent, how many times it's been opened and when they last looked. It doesn't track opens of the email itself, only the quote page.

If they haven't opened it or haven't answered, the quote turns up in Needs you on your Today screen. See Needs you and automatic messages.

Checking it looks right

There's no need to send the quote to yourself to check it. The Preview & send screen shows you the page exactly as the customer will see it: your accept setting (signature, tick box or name), your brand colour, your terms, and what they're told about any deposit. If card payments aren't connected, it shows the bank details or PayID they'll be given (from Settings → Getting paid), or that you'll be in touch.