Open the estimate, invoice, change order or work order and click send. Full steps below.
Where: Settings > Communications, and the Send dialog on any document
Plans: All paid plans
Steps
Open the estimate, invoice, change order or work order and click send.
In the confirmation dialog choose Send via WinkScope or your own connected email provider.
Connect or change a provider in Settings → Communications.
The footer always shows the company's details, not the individual sender's.
Rules and limits
If the user's own provider key is wrong, the send fails with a clear provider error — it is not silently reported as sent.
Account emails such as sign-in, invitations and notifications always come from WinkScope.
Still stuck?
If a step does not match what you see on screen, stop there and open a ticket from Support > My Tickets with a screenshot of that step. The team will look at the account directly.