Email events

Crittah allows you to send emails automatically when a job changes to a new status. This allows you to automatically send an email to a customer when a job changes to a predefined status. For example you may want to send an email to the customer once the job is assigned to a drivers shift to tell them that the job has been booked.

Before you can setup automated email event you will need to have created at lease one email template. To create and email template please refer to Mail Templates section of help.

To create an automated email event for a job, navigate to Admin-> Administration and select "Job type configuration" under the "Job Configurations" section. Search for the job type you would like to create an automated email event for.

Under "Job type configuration" view click on the "Add event action" button.

Select the status that will trigger the email event and the template to be used.

This means when the job changes to this status an email will be sent to the contact using the selected mail template.

Click Add and you will be returned to the "Job type configuration" screen. You will now see that this new event has been configured.

To remove this event just click on the Trash can icon () next to that event.