Email Client

In the Email Client section you have the ability to send emails to your client using your own default email template if you so wish, defined in the Notification Settings.

This section is accessible from the In-House Service Report in the top strip. Once opened, all fields are automatically filled in based on your company name for the ‘From’ field, the client’s email for the ‘To’ field, the client’s product type for the ‘Subject’ field, and your default email message for the ‘Message’ field. However, you can still alter any of these fields if need be.

Click ‘Send’ to send the email. If successful, the ‘Email’ status within the Job Status box on the In-House Service Report or Call/Visit section will change from a red ‘Not Sent’ to a green ‘Sent’.

It is understood that you can, at any time or all times, use both messaging methods.