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

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.

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. That means the estimate can move to Sent right away while the PDF, email, SMS, and legacy sync tasks finish in the background.

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 -- All delivery tasks completed successfully.
• Failed or Partial Failure -- At least one task needs a retry or manual follow-up.

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 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.
• 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.