To send out an email update, find the job you would like to send the update for and click into it.
Click the Send an Email Update button #
There are 2 places you can find this button, in the top Contact Options menu button, or in the Customer section in the main screen area. Click on either of these buttons to send an email update.
Complete the Form #
Once the above button is clicked, you will get a slide in screen. If the customer has an email address associated to their account, it will be auto-filled here.
The top option allows you to select a Canned Reply. These are preset replies that you can setup in the settings, along with placeholders for job and customer data – for more information on our Canned Reply feature, please the the guide here.
Enter the customer’s email address if they do not have one saved. Enter a Subject for the email, then enter the content of the email update you are wanting to send.
Add any Attachments #
You can also add attachments to the email update, this can be something you upload directly from your computer, or if you have added any attachments to the job, these are listed here so you can select them to be sent along with the email. Great for sending over an update to the customer and showing the work done for example.
Send It! #
Once you are finished with the above, click the green Send Email Update button and the email will be sent to the customer. The content of the update will also be logged against the job for future reference.
