Collaborate and share information easily. Send emails and attachments to leads, jobs or quotes and always see a complete history of your communications - all in one place!
Under the 'Jobs' tab in the main toolbar, select 'Collaboration' from the drop-down and then select the second tab 'Configuration'.
Add a word before '@emailmyjob.com' (eg your company name) and click 'save'. Select a timezone (for your main office perhaps) from the dropdown list.
Email, cc, bcc, or fwd to this address. Include the job (or quote) number anywhere in the subject line and it will appear against your job/quote.
Voila! Your email will be visible in the notes tab of the job/quote.
All attachments will be saved in the 'Documents' tab on the job/quote.
Let your clients log in and see progress on their job, anytime, anywhere.
Contractors can log in from any location and track their time against a job.
You can scan and upload documents, PDFs, images and drawings against a job or a client and keep all your project information in one tidy place.
You've got complete control over who sees what information. That's goes for both your staff and your clients - you share the permissions you want.
Never miss another detail and say goodbye to digging through all the emails in your inbox.
Create more trust and transparency by making sure everyone is up to date on project information and progress.