Using Motivity app to capture customer e-mail address to send them electronic PDF copies of worksheets

Last Updated:

This allows mobile app users to verify / capture e-mail addresses of customers when on site.

PDF worksheets can then be e-mailed automatically to them on completion of work.

1) Add a single-line text field to one one of the tabs on mobile workflow.

2) Set the default value to be one of the following:

@@job/attribute/JobExtraEmails - Puts these email addresses against the job (so the e-mail address will only be used on the one specific job)

@@job/attribute/ContactEmails - Updates Contact email list  (so the e-mail address will always be available for use on future jobs for this contact)

Stairlift SpecialistsAquaidConceptAmalgamated LiftsAACGreen coolingLiftecLondon HireTorchTodd