Estimate Delivery Issues

When an estimate does not reach your customer, follow these steps to diagnose and fix the problem.

When Email Delivery Fails

Ask the customer to check spam

Automated emails sometimes land in spam or junk folders. Ask the customer to search their spam folder for a message from cleanestimate.pro.

Verify the email address

Open the estimate and check the customer's email address for typos. A single wrong character prevents delivery.

Whitelist the sender

Some corporate email servers block unknown senders. Ask the customer to add notifications@cleanestimate.pro to their contacts or whitelist.

Check the Messages inbox

Go to Messages in the sidebar and find the conversation for this customer. Look for any error indicators on the sent message.

When SMS Delivery Fails

Verify the phone number

The phone number must be a US mobile number. Enter 10 digits with no country code prefix, dashes, or spaces.

Landlines cannot receive SMS

If the customer gave you a landline number, SMS delivery fails silently. Ask for a mobile number instead.

Carrier filtering

Some carriers filter automated messages. This is more common with shared Twilio numbers. If a customer reports they never receive your texts, carrier filtering may be the cause.

Check Twilio delivery status

Log in to your Twilio console at twilio.com. Go to Messaging --> Logs and find the message. The status shows one of:

• Delivered — The carrier accepted the message.
• Sent — Twilio sent the message but has no delivery confirmation.
• Undelivered — The carrier rejected the message.
• Failed — The message could not be sent.

How to Resend an Estimate

If the original delivery failed, you have two options.

Option 1: Send the link manually

1. Open the estimate from the Estimates list.
2. Copy the estimate link.
3. Go to Messages and open the customer's conversation.
4. Paste the link and send it via SMS or email.

Option 2: Duplicate and resend

1. Open the estimate.
2. Click Duplicate to create a new draft copy.
3. Make any needed changes.
4. Send the new estimate.

Checking Delivery Status

SMS delivery status

Go to Messages and find the outbound message. SMS messages may show a delivery status:

• Delivered — The message reached the customer's phone.
• Sent — The message left CE Pro but delivery is unconfirmed.
• Failed — The message could not be delivered.

Email delivery status

Email delivery is confirmed by the email service (Resend). If the message left CE Pro, it was delivered to the recipient's mail server. Final delivery to the inbox depends on the recipient's email provider.

There is no bounce notification in CE Pro at this time. If a customer says they did not receive the email and it is not in spam, the email address may be invalid.

Prevention Tips

• Always confirm the customer's email and phone number before sending.
• Ask customers to save your Twilio number as a contact so carrier filtering is less likely.
• Send estimates via both email and SMS (dual-channel) to maximize the chance of delivery.
• If a customer consistently does not receive emails, switch to SMS-only delivery.