Sending emails

If your company has email integration set up, you'll be able to send emails to contacts related to a job from the valuation form.

Steps to send an email

1. Open the valuation form.
2. Clicking the Actions button in the top right hand of the valuation form, then click Send email.
3. Choose an email template and click Use template, or click Blank email to compose one from scratch.
4. Check that the email Recipients are correct.
   • You can also add a Reply-to address, or select contacts to Cc or Bcc
   • You can choose from a list of contacts on the job, or you can add a contact using the + Add contact button.
5. Make sure Subject is correct.
6. Fill in the email body in the large text field.
   • If you used an email template, this is likely already filled with text - be sure to read over the email to check that all the details are correct.

warning

If you have **multiple clients** on a job, it's likely that you'll have to update the client information in the email body. By default, client fields in email templates reference the **first client** on the job.

7. Tick any attachments you want to send under the **Email attachments** expansion panel on the right. 8. Make sure you use the correct **Signature** at the bottom of the popup. If you don't have an email signature, you'll only have the option to use the company email signature. 9. Once you're satisfied the email is correct, click the **Send** button.