Track Client Views and Status Emails
When you share an estimate or change order by email, Buildwise keeps track of when your client opens it. It also emails you when your client approves or declines it.
See when your client viewed it
Open the Share tab
Open the estimate or change order and click the Share tab.
Open "Client Views"
Click the arrow on the Share By Email button, then click Client Views.
Read the table
The Client Views window shows each client email address, the date, Email Views (how many times they opened the email) and Link Views (how many times they opened the link).
Only your clients are tracked
Buildwise tracks views from client email addresses only. Views from your own team are not tracked. Client Views also tracks the Client Summary and Daily Logs you share by email.
Emails when a client approves or declines
When your client approves or declines an estimate or change order, Buildwise emails the person on your team who sent it. When your client approves, Buildwise also emails your client a PDF copy of the signed estimate or change order for their records. There is nothing to set up.
For how to share, see Share Estimates and Share Change Orders.
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