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" (e.g. your company name) and click “save.” Select a timezone (for your main office perhaps) from the drop-down list.
Email, cc, bcc, or fwd to this address, including the job (or quote) number anywhere in the subject line for it to 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.
Add value to your clients by allowing them to log in and see progress on their job, any time, anywhere.
Contractors can login 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 – keep all the project information in one tidy place.
Don’t want clients to see who else you’re working for or need to restrict staff access to certain jobs or functions? Maintain complete control over who sees what.
Never miss another detail and no more digging through thousands of emails in your inbox.
Create more trust and transparency by making sure everyone is up to date.