Send Job Instruction Email
This feature enables you to send emails to contractors directly from the Job window.
From a Property
Click Search > Properties > select a property and double-click to open the property. The Property window displays.
From the Jobs tab, click Add to create a new job or select an existing job and click Edit to open an existing job.
Note: Click here for instructions on creating a new job.
From a Contact
Click Search > Contacts > select a contact and double-click to open the contact. The Contact window displays.
From the Jobs tab, select an existing job and click Edit to open the job.
Note: Click here for instructions on creating a new job.
When the Job form is complete and has at least one Contractor added, click Send Job Instruction Email. If the contractor has an email address, the Job Instruction document is emailed to the contractor, otherwise the document is printed.
Note: Click here for instructions on adding a contractor.
Introduced in version 2016.3.8.2403, released on 15/03/2016.
0 Comments
Add your comment