How do I Know if my Estimate or Invoice Email has been Sent to my Client?

With Joist, you can check to see if your estimates and invoices have successfully been sent to your client and if your client has opened the email.

First go to your main list of estimates or invoices. In that list you will notice an 'Envelope' icon next to each of the estimates or invoices that have been sent to your client.

A Grey Envelope means that the email has been successfully sent to your client.

A Grey Opened Envelope means that the client has received AND opened the email.

An Orange or Red envelope means that the email was not successfully sent to your client. In this case, check to see that the client email was spelled correctly and you can always contact us at support@joistapp.com or at 1-800-976-9261.

 

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