---
title: "How can I email estimate summaries to my sales team every day?"
slug: "how-can-i-email-estimate-summaries-to-my-sales-team-every-day"
updated: 2026-10-16T03:05:24Z
published: 2026-10-16T03:05:24Z
canonical: "help.servicetitan.com/how-can-i-email-estimate-summaries-to-my-sales-team-every-day"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How can I email estimate summaries to my sales team every day?

## Problem

You need to create a scheduled estimates report that automatically emails daily summaries to inside sales staff for follow-up on previous day estimates

## Solution

### Workflow Summary

Create an estimates report in ServiceTitan and use the schedule feature. Set up daily email delivery to your sales team.

### Create a custom report

1. Go to **Reports** in the main navigation menu.
2. Click **Create Report**.
3. Under *Choose report type*, select **All**.
4. Under *Select a report template*, select **Estimates**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-can-i-email-estimate-summaries-to-my-sales-team-every-day-image-9i9ro59y.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A58%3A24Z&se=2026-11-01T21%3A58%3A24Z&sr=c&sp=r&sig=WaSQe0oYdzM4CRsVujWEzkK3pG6kuoK9jQQp%2BCkdZQc%3D)
5. Add or remove additional columns from your report, then click **Next**.
6. Give the report a name, select the category where the report displays on the main Reports screen, and provide an optional description for the report.
7. When you're finished, click **Save**.

### Schedule the report

1. Go to **Reports** in the main navigation menu.
2. Search for and select the report you created and want to send to your sales team.
3. When the report opens, click **More ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-can-i-email-estimate-summaries-to-my-sales-team-every-day-image-30o04w3b.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A58%3A24Z&se=2026-11-01T21%3A58%3A24Z&sr=c&sp=r&sig=WaSQe0oYdzM4CRsVujWEzkK3pG6kuoK9jQQp%2BCkdZQc%3D)** next to the report name. Then, click **Schedule**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-can-i-email-estimate-summaries-to-my-sales-team-every-day-image-qtpr12u2.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A58%3A24Z&se=2026-11-01T21%3A58%3A24Z&sr=c&sp=r&sig=WaSQe0oYdzM4CRsVujWEzkK3pG6kuoK9jQQp%2BCkdZQc%3D)
4. On the *Select a report type* screen that opens, select **Schedule Flexible Report**.

> **Note:** See [Schedule Reports](/roofing/docs/schedule-reports) to learn the difference between Simple and Flexible reports.
5. On the next screen, add an email subject, the format of the report (PDF or XLSX), and select the filters for the report. When you're done, click **Next**.
6. On the next screen, add the recipients of the scheduled report, then click **Next**. You can select recipients by business unit or select individual recipients.
7. On the next screen, set up how frequently you want the report sent, then click **Next**.
8. You can then add additional column filtering to the report if needed. When you're done, click **Schedule**.

The report will then be sent to your desired recipients on the schedule you set.