BE ABLE TO EMAIL DIRECT FROM JOBSHEET
BE ABLE TO EMAIL DIRECT FROM BUTTON AT TOP OF JOBSHEET.
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Rhys commented
Emailing the invoice from the site/app, or better link to the invoice, that the customer will get and click, setting a flag against that invoice that the customer has seen the invoice would be better.
I currently save the invoice as a PDF, then email the customer, attached the invoice, and then send it ( All from an iPad ).
I have had instances lately where a couple of customers have said they didn't get the email, and hence have not paid the bill, but if I had a notice saying when it was sent/emailed from the app, and IF the link was clicked, that would be great.
Even a list of the number of times and dates the link was clicked if they click it more than once.
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Ross Simmonds commented
• Although there is an "email Customer" button on invoices (and job details page), it does not facilitate actually emailing the invoice.
• What we need is to be able to email a pdf quote or invoice directly from the Jobsheet.
• Currently the process for emailing quotes/invoices deposits a generic url at the top of the email message when done from Safari/Apple Mail (e.g. https://app.jobsheetapp.com/quote/quote_pdf.pdf) - obviously is of no use to the recipient. This is an Apple issue not caused by Jobsheet, but it would be resolved if the url generated with Create Invoice PDF was unique to the company and job. Perhaps this will no longer be an issue when Jobsheet supports direct email.