Email and communications
Schedule an estimate email
A clear Pixie CRM walkthrough for schedule an estimate email, with the screen path, field checks and post-save verification.
Where to goEstimate → Schedule Email
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for schedule an estimate email, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Estimate → Schedule Email in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Estimate, Recipient, Scheduled date/time, Subject/template.
- Then check Schedule status. Use verified information and do not fill optional values with placeholders.
- Complete Schedule an estimate email using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Estimate
Recipient
Scheduled date/time
Subject/template
Schedule status
Checks before you finish
- Check sender identity and recipients.
- Review template variables and attachments.
- Keep private notes out of customer messages.
- Verify sent or queued status and message history.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.