Create an Email using the Job meatball menu

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You can quickly send an email directly to the customer/site from the meatball menu on the main jobs page, to do this: 

  1. Head to the 'Jobs' page > Then search/find the job you want to email for > Now hover over the job line and click the '...' (meatball menu) on the right end of the line > from here you can select 'Email'.

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  2. Once here you can select an email template or write an email from scratch > Then click send and this will go to your customer/site as selected.

 

For more info on emails see here: Email Templates in Tradify

 

 

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