Topic
When you need to quickly email a customer in relation to a job, but it is not for a quote, invoice or report. You can do this from the job itself, include files from the job notes and also select any email template.
Instructions
- Navigate to the Jobs page.
- Search for and select the job you want to email from.
- Select Options.
- Select New Email.
Select the Email template you want to use, or start your email from scratch.
Note: See here to create new Email Templates: Email Templates in Tradify
- (Optional) Select Attach files to include files from the job notes or from your device.
- Select Send.
Additional Information
For more information on sending emails, see here: Create an Email using the Job meatball menu
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