Service: Emailing Work Orders and Estimates as Attachments

Release 11.14.1

Users now have the ability to send an email that is generated and sent to the customer with a copy of an Internal or Warranty Work Order or Estimate attached. This feature is only available in G2.

To email a copy of an Internal or Warranty Work Order or Estimate, open G2 Service> Update Work Order or Update Estimate, select a Work Order or Estimate with only an Internal or Warranty job performed or to be performed.

On the Taskbar at the top left of the screen, left-click on Functions and then in the dropdown, select Email Work Order or Estimate. The User has a chance to edit the Addressees, the Subject and the Body of the email before sending.

Email work order

 

Email work order

Embrace a New Era of Customer Engagement

As you already know, the pandemic has had an enormous impact on everyone, especially consumers. That’s why we’d like to share with you our guide to customer engagement during the pandemic

IDS Guide on Customer Engagement