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 business SMS numbers. If a customer reports they never receive your texts, carrier filtering may be the cause.

Check provider delivery status

Log in to the active provider console and find the message. The status usually shows one of:

• Delivered — The carrier accepted the message.
• Sent — The provider accepted 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

For residential, generic, commercial, and holiday-light estimates built in the current V2 single-screen workspace, use the guarded resend flow below when the original delivery failed. Other proposal families and versioned legacy builders keep their documented resend workflow; follow that family's guide rather than assuming these controls appear on every estimate screen.

1. Open the estimate from Estimates.
2. Select Review & resend. A sent or declined estimate first refreshes the

current workspace price when required; review that price, then select Review & resend again.

1. Confirm the exact recipient and choose Email and text, Email only, or

Text only.

1. Review or edit the email Subject and Message and/or the **SMS

preview**.

1. Select Confirm & resend. V2 creates a new immutable revision and rotates

the old customer link.

V2 adds the secure proposal link automatically after the editable message. It cannot be removed from Review & Send. If the copy fields are empty, too long, or contain an invalid email-subject line break, correct them before sending. Edits affect only the current send or resend delivery; the scheduled unanswered-proposal follow-up keeps its standard transactional copy.

If a channel says Unavailable, correct the active email/mobile number or transactional consent on the customer record first. If V2 says the delivery details changed after the dialog opened, close the dialog and review the newly resolved recipient; no revision was created by the refused attempt.

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 for a separate estimate

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

Duplicating is for a genuinely separate estimate, not the normal way to retry delivery of the current proposal.

Save or send showed an error after the draft already saved

If you return to the estimates list and can see the draft there, the estimate save completed successfully even if the previous tab showed an error toast. Refresh the estimate record from the list before creating a second copy. Generic quotes and standard estimate edits now share the same save-response path, so successful saves should return cleanly instead of reporting a false 500 after the record is already written.

Checking Delivery Status

Estimate sends are processed asynchronously. The estimate moves to Sent when the immutable revision and durable selected-channel delivery work are committed together; email and text provider work can still be running.

What queued delivery means

• Queued -- CE Pro accepted the send request and is preparing delivery tasks.
• Processing -- Some tasks finished, but others are still running.
• Sent on the estimate -- The revision was issued and queued. It is not a

provider-delivery receipt.

• Sent on an individual message -- The provider accepted that message.

From there, the message's own status pill in the thread can still move to Delivered or Failed as the carrier reports back.

• Failed or Partial Failure -- At least one task needs a retry or manual follow-up.

SMS delivery status

CE Pro now receives the carrier's own delivery report for outbound texts. The message entry in Messages carries a status pill that only ever moves forward:

• Queued — CE Pro accepted the send request and is handing it to the

provider.

• Sent — The provider accepted the message. This is as far as the record

goes for a carrier that never reports back further.

• Delivered — The carrier confirmed the text reached the handset.
• Failed — Either CE Pro could not hand the message to the provider at

all, or the carrier rejected it after accepting it. A failed text also names the carrier's error code when one was reported.

Coverage still depends on the carrier: some report only as far as Sent and never send a later delivered or failed update. A text stuck at Sent is not necessarily undelivered — it may simply be a carrier that never tells us the rest of the story.

If the pill reaches Delivered or Failed, that already reflects the carrier's own verdict. If it stays at Sent, check the provider console for anything CE Pro was not told (see Check provider delivery status above), ask the customer, or send the same thing by email as well — email delivery *is* always reported back and shows in the thread.

Email delivery status

Email delivery is confirmed by the email service provider. CE Pro updates delivered, opened, clicked, and failure states when that provider reports them back. Final delivery to the inbox still depends on the recipient's email provider and mailbox filters.

If the thread shows a failure or bounce, double-check the address and ask the customer for an alternate email if needed.

When you hit a burst-protection limit

If many teammates in the same organization send estimates at once, CE Pro may temporarily block new send requests with a "try again shortly" message. This protects the queue so one burst does not crowd out every other customer-facing task.

Wait a minute, then resend the estimate. The previous send request is not lost unless the UI explicitly shows a failure.

Prevention Tips

• Always confirm the customer's email and phone number before sending.
• Review the email subject/body and SMS preview before confirming the send.
• Ask customers to save your workspace SMS 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.