How to Send an Email

Overview

This article will walk through how to generate an email to a customer on a job, based on email templates available under Settings.

Warning! These steps should not be used for Sending Quotes or Confirmation Letters. Instead, please reference our How to Send a Quote & Confirmation article. 

Steps to Send an Email

1. Start by accessing the specific project you'd like to send an email on

2. Next locate the Email icon on the righthand toolbar

3. Once the Emails module is open click the + icon

4. Select the appropriate Email Template, make any desired edits, and Send

5. Once completed, the email sent will appear under the Emails module based on time and date

Note: If you need to add or adjust any of your email templates, please check out our Creating & Editing Email Templates article