Send Emails from the Job Details Overlay

If you need to email one Client, you can do so from the Job Details overlay:

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

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

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  3. To save time, select an Email Document you've already downloaded or made. 
  4. Customize the email as needed. 
  5. Click Send
Note: You can send emails from the Actions list if you need to bulk email clients. 
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