Sending Emails

In this article:

Emails Overview

Send a Job or Visit Email

Send an Invoice Email

Batch Send Job Emails

Batch Send Visit Emails

Batch send Invoice Emails

Emails Overview

There are a few different email types in SingleOps: Visit, Job, & Invoice:

*Note: Email template merge fields will be associated with the email type. 

Send a Job or Visit Email

Send a proposal, appointment reminder, or notification of work complete.

From a Job or Visit

1. Select any type of Job (Lead, Proposal, Active Job, Completed Job, Approved Job)
2. Click on the Job number and drop down the Client information.
3. Click the white Email button.
4. Fill out email information:
   

   Template	Select the type of email you would like to send from the drop-down list.
   Send To	Select one or multiple users you would like to attach to this email.
   Subject	Select a subject from the drop-down or create new.
   Attachments	Choose one or more attachments you would like to include with this email.

5. To send the email to the customer, click Send.

    

From the Client Page

1. Navigate to Clients
2. Click the Client's name
3. Click the blue Message button in the top right
4. Select Email from the drop-down
5. Fill out email information:

6. To send the email to the customer, click Send.

Send an Invoice Email

Invoices can be sent from several places within the app including any of the Job pages, Open Invoices page, the My Day page, or the Client's profile page.

1. From any of the pages listed above, click the Message and/or Email button.
   
2. Fill out email information:
   

   Invoice Email
   Template	Choose the Invoice Email template type from the drop-down. This template will preload the email including a link to the client's invoice. Find more information about Email Templates here.
   Send To	Select one or multiple Users you would like to send this invoice to.
   Subject	Select a subject from the drop-down or create new.
   Invoice	Check this box to display the invoice in the email.
   Invoice Send Options
   Mark Invoice(s) Sent?	Check this box to open Send Date option & Send Method options. These fields will preload for your internal records.
   Send Date	This date shows when the invoice email was sent for your internal records.

3. To send email to the customer, click Send.

What you see:	What the customer sees:

Batch Send Job Emails 

Send proposals, requests for review, etc. To set up automated emails, check out our Proposal Automations.

1. Navigate to the  Jobs
   
2. Select a Jobs page: Leads, Proposals, Active Jobs, Completed Jobs, Approved Jobs
3. Select the box next to each Job you wish to send batch emails to.
   *Tip: Both the Jobs page and the Open Invoices page can be filtered.
   
4. Click the Bulk Actions button at the top of the page.
5. Select Email from the dropdown.
   

6. On the email window, select the Email Template you are going to use, review the recipients under the Email To section, and review the Attachments.

7. Click Send to send emails to all the selected jobs.
   *Note: You can not edit the body of the batch email on the fly. If changes need to be made, update the email template and then send out the batch emails.

Batch Send Visit Emails 

Send appointment reminders, notification of completion, etc. To set up automated email notifications, check out Production Automations.

1. Navigate to the  Jobs
   
2. Select a Jobs page: Leads, Proposals, Active Jobs, Completed Jobs, Approved Jobs
3. In the top right corner select Visits from the Jobs / Visits page toggle.
   
4. Select the box next to each Visit you wish to send a batch of emails to.
   *Tip: This page can be filtered
5. Click the Bulk Actions button at the top of the page.
6. Select Email from the drop-down.
   

7. On the email window, select the Email Template you are going to use, review the recipients under the Email To section, and review the Attachments.

8. Click Send to send emails to all the selected Visits.
   *Note: You can not edit the body of the batch email on the fly. If changes need to be made, update the email template and then send out the batch emails.

Batch Send Invoices

To set up automated emails, check out Invoice Automations.

1. Navigate to  Invoices
2. Select the box next to the jobs you wish to send a batch of emails to.
3. Click the Batch Invoice button at the top of the page.
   
4. Fill out the Batch Invoice information: