Shared Popups
Email Worksheet Popup
How to email a worksheet to your team with the Email Worksheet popup, and where to go to email customers instead.
The Email Worksheet popup emails a worksheet to someone in your team, or anyone else who needs it, with the worksheet attached as a PDF. Open a worksheet, then choose Send and Email Worksheet, or Email Worksheet in the three-dot menu on a phone.
To email or text customers, use the Message Customers Popup instead. It works from the jobs and customers you choose and fills in each message for them.
Who It Goes To
- From: the sender details Work Planner uses for this email. These come from the business email settings.
- Team member: choose someone in your team to send it to.
- To: or type one or more email addresses, separated by commas.
- BCC myself: sends a copy to you as well.
The Email
- Subject: starts as Worksheet and the worksheet’s name. It has to be filled in before you can preview or send.
- Message: starts with a short note saying the worksheet is attached. Change it as you like.
- The worksheet: attached as a PDF, laid out with your saved worksheet print settings.
Preview And Send
Preview shows the email as it will be sent. Once it’s sent, the email is recorded in Work > Communications so it can be found later.
Related articles
- Email Settings: the sender setup behind the From field.
- Communications: the page where new outbound email history is now visible alongside SMS.
- Print, Email and Message Actions: the other ways to get a worksheet out.
- Message Customers Popup: emailing and texting customers.