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eMails can be sent using eMail templates in two ways. You can send an email from the Job view screen or automatically when a job changes to a certain status. The help information below will show you have to do thiscreate and edit templates. 

To automatically send an email when a job changes status you can set this up for each job type you can configure this in the job type configuration section (Admin->Administration→Job type configuration). When you open a job type you will be able to add events at the bottom of the job type screen.

Managing mail templates

To manage email templates navigate to Admin -> Administration and select "Mail Templates" under the "Mail" sub heading. If this is the first time you are creating a template then you will see that there are no templates defined. 

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Below is a table describing the available meta-data fields that you can use in your email templates. Above the subject and the Email body section you will see a drop down selector that shows all of the meta-data fields that you can choose from to use in the mail template. 

All meta-data fields must be inserted with two square brackets either side (.e.g. [[contactname]])

[[confirmbutton]]

[[contactname]]

[[contactsalutation]]

[[contactfirstname]]

[[contactlastname]]

[[contactmobile]]

[[contactphone]]

[[companyname]]

[[duedate]]

[[status]]

[[internalcontact]]

[[internalcontactfirstname]]

[[jobreference]]

 [[idjob]]

 [[jobtype]]

 [[contactaddress]]

 [[customeraddress]]

 [[jobdeliveryaddress]]

 [[jobdeliveryaddresscity]]

 [[jobadddress]]

 [[jobaddresscity]]

 [[receiptreference]]

 [[receiptammount]

 [[invoicereference]]

 [[invoiceammount]]

 [[quotereference]]

 [[quoteammount]]

 [[jobestimate]]

 [[CFXXXXXXXXXXXXXXX]]

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