Purpose: Consistency in communication with your engineers is key, and this setting helps you set the communication for engineers so they know when they have been booked in for an estimate. This email can be used with tagging and have as much information that you’d like to give your engineer. This setting allows you to send an email to your engineer upon the creation of an estimate event. This helps with accountability and reduces admin time.
Tagging is available for use as well, and we highly recommend using tagging throughout the modules to create communications that will help your customers and you in reduction of overhead and wasted time spent communicating back and forth. To understand how tags work, and which tags do which, please refer to this article: https://kb.commusoft.co.uk/hc/en-gb/articles/4406171191185
- Go to system settings > Engineer Estimate Sheet Email Message.
- Add a subject to the estimate message and enter the details required in the main text box.
- Enter a body, including tagging to make an easier-to-read document, with the most up-to-date information for your engineer.