Send forms automatically when sending job Completion email; | Feature Requests

Send forms automatically when sending job Completion email;

complete

Dan S

Have a way to automatically attach the form PDFs to the job completion email when the job is marked as Completed. Maybe have an option to choose with which email to send the forms e.g. job completion, job report, etc.

May 18, 2020

Dan S

marked this post as

complete

Hello there,
We have recently implemented a couple of changes to the 'Job Completed Confirmation' email. Go to Settings -> Messages and communication -> Job Completed Confirmation -> tick the 'Include completed forms' option -> Save changes. This way the forms will be sent wit the  'Job Completed Confirmation' auto email.
The Forms can also be attached to the Job Report/Sheet emails. You just need to click the Job Sheet or Job Report button on a job -> go to the Include Form option -> select one or more of the forms that you want to send to the customer with the Job Sheet/Report email.