1. Using Service Logistics
  2. Create Cover Letters for Service Estimates

Create Cover Letters for Service Estimates

Create cover letters to confirm estimate details with customers.

You can create cover letters for service estimates and send approval requests to customers by email. The cover includes key estimate elements like the total estimated charge amount, discount value (if applicable), item/asset details, and the estimate number.

To create an estimates cover letter:

  1. From the Estimates details page, select the Send Email action. This opens the Send Email drawer.

  2. Enter the From, To, and Cc fields with email contact details.

  3. If the generative AI is enabled, the email subject and body will automatically populate a draft text for the cover letter.

  4. You can edit or refine the draft text in the email body.

  5. Select the AI Assist button, to regenerate the text if needed.

  6. After you've reviewed the cover letter, select Send.

    Both email addresses in the To and Cc address fields will receive a verification email that includes the generated text.