In this article, you will learn how to know when a client has viewed an estimate in Workiz.

If you send an estimate using Workiz and then your client views that estimate via the Workiz client portal, you will automatically receive a notification in the Workiz Message Center.

In all, Workiz will notify you when a client has:

  • Viewed an estimate

  • Signed an estimate

  • Paid a deposit for an estimate

Knowing when a client has viewed, signed, and paid an estimate

  1. Open the Workiz Message Center

  2. Select the conversation thread for your desired client

  3. Locate the notification

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