Knowledgebase

How to Email Job Sheets Automatically to Customers

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Motivity Workforce has the capability to automatically e-mail job sheets to customers.

There are several options available here to cope with customers different needs.

Firstly it's possible to add an e-mail address when creating a job.
This is just associated with that job. When the job is finished it wont be referenced again.

For situations where you want e-mails to go out automatically for repeat business, you can set e-mail addresses up against any of the following:

  • Customer
  • Site
  • Contact

If any of these are associated with any job you create then e-mails will be sent to the e-mail address(s) you've configured.

To Configure Customer Email
Click Customers at the top of screen then click on the relevant customer name in the list.
In the notification section at the bottom of the page, click the pencil next to Visit Completed box.
Enter the e-mail address(s) and make sure the Auto E-mail switch is ON
You'll notice there are options to send an e-mail when jobs are created and when an engineer starts travelling to site too.

To Configure Site E-mail
Click Sites top of the screen then click on the relevant site in the list.
In the Automatic Emails section, enter the e-mail address(s) and make sure the Auto E-mail switch is ON

To Configure a Contact E-mail
In the appropriate site, click the Contact tab then click on the pencil against the relevant contact.
In the Automatic Emails section, enter the e-mail address(s) and make sure the Auto E-mail switch is ON

 

NB - If e-mail addresses are included at more than one level, e.g. Customer & Site, then Motivity will send to BOTH e-mail addresses.

 

 

 

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