Sending emails for a job

If you would like to send an email to a customer about a job, select Manage -> Jobs and search for the job that you would like to send the email for. From the job view screen select the email icon () from the top right of the screen.

Select the job template that you would like to use. And either click "Send" or "Edit email". Edit email allows you to view the email and edit before sending. Use this function if you need to add additional information to the email.

If there are no templates to choose from then you will need to create a new mail template first. To create new mail template please refer to Mail Templates section of the help.

 

If you choose to edit the email you will see that all meta-data fields are replaced with the relevant information from the job. An example is shown below.