Send Emails from the Actions List

You can send emails to your clients directly from the Dispatch Board. This might be helpful if you like to let your clients know you'll be performing work at their property before the day begins. There are two ways to send emails from the Dispatch Board - from the Job Detail and from the Actions List. 

Emailing from the Actions List affords you the opportunity to email in bulk or to a single client. To do this, use the following steps:

  1. From the Dispatch Board (Scheduling > Dispatch Jobs), check the boxes next to the Jobs you want to email. Check the box at the top left of the table to select all.
  2. Go to Actions > Email Clients. This will open an email overlay. 
  3. To save time, select an Email Document you've already downloaded or made. 

  4. Customize the email as needed. Remember that you will not see merge tags populate information in this overlay if you are sending to more than one client.
  5. Click Send
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