Sending an email from a job
Sending an email from a job
You can send email messages to customers from the job detail page. Emails support rich formatting and are logged against the job alongside SMS messages.
Open the job
Navigate to the job from the calendar or jobs list and open the job detail panel.
Click Send Email
Click the Send Email button in the messages section. The email composer opens with the customer's email address pre-filled from the job's contact details.
Compose your message
Enter a subject line and write the email body. You can use the editor to format text with bold, italics, and lists. Alternatively, select a saved template to populate the message with pre-written content and smart variables.
Send the email
Review the message and click Send. The email is delivered to the customer's email address and a record appears in the job's message history with delivery and open status tracking.
Use email for detailed information like quotes, move-day instructions, and post-move follow-ups. Email gives customers a written record they can refer back to later.
Emails are sent using your company's reply-to address set in SettingsCompany Details. When a customer replies, the response is linked to the job's message history.
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