This article will show you how to send the job sheet separately from the invoice should you want to.
Role required: technician admin, scheduler or franchise partner
How to use:
Once a job is ready to have its job sheet sent out individually, from the job interface, click the actions button on the top right of page
Select Preview & Send Job sheet
Review the content, if satisfied, click ‘Send’.
How to edit the email template:
Expand the Setup menu, and click jobs.
Click on Email.
Click on the Job Sheet.
From here the FP can edit:
‘Reply To’ email address. By default this is the org’s email.
CC emails if required, press enter after each CC is entered to ensure its saved
Modify contents of the mail
Enable/disable the toggle for show job photos and attach job sheets.
Once any edits are made, click on Save Job Sheet Settings in the top right hand corner of the screen.
