> ## Documentation Index > Fetch the complete documentation index at: https://support.jomioz.com/llms.txt > Use this file to discover all available pages before exploring further. # Estimate settings > What each control under Settings → Estimates changes for new estimates, the PDF, and follow-ups. Open **Settings → Estimates**. There are three tabs: **Configuration**, **Reminders**, and **Email & SMS**. Accept and decline in Client Hub is not on this page. That switch is under [Client Hub → Estimates](/settings/client-hub). ## Configuration ### Estimate reference numbers The **pattern** is the number printed on new estimates. Tokens such as the year and `{SEQ}` fill in when the estimate is created. If the sequence token is missing, it is added for you. **Sequence padding** is how many digits the number uses. **Next sequence number** is the next one that will be issued. The preview shows the result before you save. ### Estimate rules These apply to estimates you create after you save. You can still override expiration and how many options a customer can approve on one estimate. | Setting | What it does | | --------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Default expiration | **7 days**, **14 days**, or **30 days**. New estimates get a valid-until date from this. Sent estimates move to expired after that date (a daily job at 07:00 UTC). Once expired, Client Hub accept, decline, and deposit are blocked, even if the job has not been done. | | Customer can approve | **Only one option** or **Multiple options**. This is what the customer can accept when the estimate has more than one price. | | Require e-signatures for approval | The customer must draw a signature, type their legal name, and accept your terms in Client Hub before they can accept. The signature and the audit details are stored on the estimate. This affects future estimates and estimates that are still open. If this is on, Hub actions stay blocked until they have signed. | ### Customer payment methods Default ways a customer can pay a **deposit** or a scheduled amount on an estimate. Each estimate can override them. These start out the same as [Invoice settings](/settings/invoices). Changing a method here saves an estimate-only default. Bank and check details are not edited here. They stay under **Settings → Invoices**, and they are shared. You cannot turn on bank transfer or check until those details are filled in there. They show on the estimate and in Client Hub when a deposit or a payment schedule applies. ### Other configuration | Setting | What it does | | ---------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------- | | New lines taxable by default | A line you type in is taxable. Services and materials from the price book use that item’s own taxable setting. You can still change tax on a line. | | Automatically copy an approved estimate to a new job | Approving creates a job with those lines. Future estimates are affected. | | Google Business Profile Place ID | When the estimate includes a reviews section, live Google reviews show in Client Hub and on the PDF. | ### Estimate PDF **Include images when printing or downloading estimates** puts catalog images and option images on the PDF attached to the send email. Line-level visibility in **Customer view** still applies. **Customer view** (**Configure layout & preview**) is the full-screen editor for what the PDF and the emailed document show. It saves as you change it. An individual estimate can still hide or show fields from the estimate itself. You can show or hide the logo, business name and address, estimate number and name, summary, customer name and company, dates (estimate, expiration, service), technician, and the estimate message. On the lines you can show name, description, image, quantity, unit price, and amount, plus the subtotal. **Envelope optimized** tightens the layout for a window envelope. When there are two pricing options, choose side-by-side or stacked. Three or more always stack. Brand colours tint the table headers and the title. Leave them blank for the default palette. ## Reminders **Send automatic estimate follow-ups** emails customers who have not approved or declined a sent estimate. Expired estimates are skipped. It checks once a day. This tab follows your plan. If it is locked, automatic follow-ups are not on this workspace yet. | Setting | What it does | | ------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Schedule from | **Estimate sent date** counts from when you sent it, whether or not they opened it. **First time they opened the estimate (Client Hub)** waits until they open it. Estimates they never open get no reminder on that setting. | | Days between follow-ups | The first email is due this many days after that date. Later ones use the same gap. | | Maximum follow-ups per estimate | Stops after that many for that estimate. | | Follow-up email | The opening line. They still get the estimate summary and the Client Hub link. | | Excluded customers | Those customers get no automatic follow-up. You can still message them yourself. | When the switch is off, no automatic follow-up goes out. Extra delayed nudges, separate from this schedule, live under [Automations](/settings/messaging). ## Email & SMS This is the cover message when you **send** an estimate. It is not the follow-up, and it is not the invoice or the visit message. | Switch | Off | On | | ----------------------------------- | ----------------------------------------- | ----------------------------------- | | Custom email when sending estimates | Built-in email in the customer’s language | The subject and body you write here | | Custom SMS when sending estimates | Built-in SMS in the customer’s language | The SMS you write here | Use the placeholders for the name, total, and link so each send stays correct. **Validate templates** checks them. **Reset estimate send templates to defaults** puts the built-in wording back. Saving updates subject, body, and SMS together. **Staff comment notifications** is the message the customer gets when your team replies on the estimate thread in Client Hub. | Channel | Effect | | ------------------ | ------------------------------------------------------------------------------------------- | | Off | They are not told when staff post | | Email only | Email, if they have an address and notifications are on | | Email and WhatsApp | Email, plus WhatsApp when they have a mobile and WhatsApp is connected under Communications | Custom comment wording is optional. Off uses the built-in message. The link and a short excerpt of the reply can be inserted as placeholders.