Send Emails from the Job Details Overlay

If there is only one client you need to email, you can also do this from the Job Detail overlay. Use the following steps:

  1. From the Dispatch Board (Scheduling > Dispatch Jobs), click the Service for the client you want to email. 

  2. On the Job Detail overlay, click More and select "Send Email".

  3. To save time, select an Email Document you've already downloaded or made. 
  4. Customize the email as needed. 
  5. Click Send

If you need to send emails to multiple clients, see this article about emailing from the Actions List.

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