Email Customization

When you send an estimate or invoice to a client, GetCost lets you customize the email subject line and message body before sending.

How It Works

When you click Send to client on an estimate or invoice, a send dialog opens where you can review and edit the email before it goes out.

  1. Open Your Estimate or Invoice

    Navigate to the document you want to send.

  2. Click "Send to client"

    This opens the send dialog with the Email tab selected. The recipient, subject line, and message body are pre-filled for you.

  3. Review and Edit

    Change the recipient email address, subject line, or message body as needed. You can also add additional recipients by separating email addresses with a semicolon.

  4. Send

    Click Send to deliver the email to your client.

Note: All emails are sent from noreply@getcost.com. The sender address cannot be changed. If your client doesn't receive the email, ask them to check their spam or junk folder.

Editing the Email

The send dialog lets you customize three parts of the email:

👤

Recipient

The client's email address is filled in automatically. You can change it or add more recipients separated by semicolons.

📝

Subject Line

A default subject is generated with the document name and your business name. You can edit it freely before sending.

📩

Message Body

The message body comes with a professional default template. Edit the text to add a personal touch or specific details for the client.

Tip: When you edit the message body, GetCost remembers your changes. The next time you send the same type of document (estimate or invoice), your customized message will be used as the default.

Automatic Placeholders

The default email templates use placeholders that are automatically replaced with the correct information when the email is prepared.

Placeholder Replaced With
[CLIENT_NAME] Your client's name
[PROJECT_NAME] The estimate or invoice name/number
[BUSINESS_NAME] Your business name
Note: Placeholders are replaced automatically before the send dialog opens. You'll see the actual names in the email, not the placeholder tags.

SMS Option

In the send dialog, you can switch to the SMS tab to send the document link via text message instead of email.

How SMS Works

The SMS tab shows the client's phone number (if available) and a text message body. You can edit the message before sending. The client receives a text with a link to view the estimate or invoice.

Tips

👥

Multiple Recipients

Add multiple email addresses separated by semicolons. You can also use the contacts button to pick from the client's saved contacts.

💬

Personal Touch

Add a note referencing your conversation or the specific work discussed. Clients appreciate a personalized message over a generic one.

🔄

Body is Remembered

Your edited message body is saved locally. The next estimate or invoice email will start with your custom text.

📬

Sender Address

Emails are always sent from noreply@getcost.com. Ask clients to add this address to their contacts to avoid spam filters.