Send Invoices and Estimates to the Right People, Then See Who Opened Them

October 13, 2026 · 3 min read

An invoice nobody saw does not get paid. The new Send dialog lets you pick exactly who gets an invoice, estimate or past due notice, and the invoice page now shows what happened to every one of them.

It is built for the jobs that are not one homeowner with one email. Rentals, property managers, a spouse who pays the bills, a tenant who needs the estimate. All of them are on the client record, and now all of them are one checkbox away.

SEND DIALOG Send Invoice 10482 Email and text Email Text EMAIL owner@example.com Client tenant@example.com Property, 412 Mesquite Ln TEXT (555) 201 4417 Client mobile (555) 388 0190 ContactMay be a landline Send to 3 recipients SENT TO PANEL, ON THE INVOICE Invoice · Office user · Oct 13, 9:42 AM owner@example.com Client · Email Queued Sent tenant@example.com Property · Email Queued Sent (555) 201 4417 Client · Text Queued Sent Opened 9:51 AM Updates live as each message goes out. Failures show the reason on the row.
Example addresses and numbers.
Pick recipients by email, text or both. The Sent to panel on the invoice updates as each message goes out.

The Send Dialog

Press Send on an invoice, an estimate or a past due notice and the dialog opens. Choose Email, Text, or Email and text. Below that, everyone on file is listed in order: the client, the client’s contacts with the primary first, then the client’s properties that have their own email or mobile, with the job’s property first.

  • The same address only shows once, with a note if it is also on file for someone else.
  • Add another lets you type an email or mobile number that is not on file.
  • Add a note (up to 200 characters) shows in the email, is added to the text, and is saved on the document’s history.
  • The button tells you how many people it is about to send to, so there are no surprises.

Property Emails Get Their Copy

When the job’s property has its own email, Dispatch Scout now sends invoices, estimates and approval requests there too, each as its own message. If the client has no email at all, the property still gets one instead of nothing going out. If the two addresses are the same, it sends once.

Both switches live under Settings → Invoices. The property copy is on by default for invoices and estimates. For past due notices it is off by default, because not every property contact should hear about a late balance.

The Sent To Panel

Every send now leaves a record. The Sent to panel on the invoice groups each send by who sent it and when, and lists every recipient with a status:

  • Queued while it is on the way.
  • Sent once the email went out or the text was accepted.
  • Failed or Skipped, with the reason right on the row, such as an invalid number.
  • Opened with the time, the first time an email is opened.

The panel updates on its own as messages go out, so you can watch it fill in. Sends that the system makes, like automatic past due reminders, show as Automatic instead of a person’s name.

“Did you get the invoice?” becomes a question you can answer yourself. Look at the panel before you call.

Texts From Your Own Twilio Number

Invoice, estimate and past due texts now go out through the same messaging path as appointment reminders. If you connect your own Twilio account, customer texts can send from your own Messaging Service or number. That only switches on after you press Test on the Twilio card and it passes, and the card now shows plainly whether texts are Sending from your Twilio or what still needs attention. If your Twilio setup breaks, the text falls back once to the Dispatch Scout sender and the card tells you why.

Built-In Guardrails

  • Do Not Contact clients cannot be emailed or texted from the dialog. It says so instead of hiding the option.
  • Email addresses that bounced before are blocked and labeled.
  • Numbers that may be landlines get a May be a landline tag before you text them.
  • If texting is not set up for the account, the text options are turned off with a short explanation.

Included in the flat $40/user/month. The Send dialog, property copies and delivery tracking are part of billing and revenue for every account.

FAQ

What can I send from the Send dialog?

Invoices, estimates and past due notices, by email, text or both, to any mix of the client, the client’s contacts, the client’s properties that have their own email or mobile, and addresses you type in.

Can I tell if the customer opened the invoice email?

Yes. The Sent to panel on the invoice shows each recipient with a Queued, Sent, Failed or Skipped status, and email rows show the first time the message was opened.

Does the property email get a copy automatically?

When the job’s property has its own valid email, invoices, estimates and approval requests go there too by default. Past due notices only go to the property if you turn that on in Settings, Invoices.

Can texts come from our own Twilio number?

Yes. If you connect your own Twilio account and the Test on the Twilio card passes, customer texts send from your Messaging Service or number. Otherwise they send from the Dispatch Scout sender.

Does this cost extra?

No. It is included in the flat $40 per user per month. Standard texting setup applies.


Know the invoice landed

See billing, invoicing and payments in Dispatch Scout, or start a trial and send your first invoice from the new dialog.

Billing & revenue Start Free Trial

Related reading

Dispatch Scout is field service management software built for growing home service businesses. Scheduling, dispatch, invoicing, call tracking and payments in one platform, at one flat price of $40 per user per month.