WorkJobs
Message and Print Actions
How to email, text and print for selected jobs: the Message Customers popup for emails and texts, and the Print Documents popup for paperwork.
These actions start from the Jobs list after you select one or more jobs. Open More Actions and choose Message Customers to email or text the customers, or Print Documents to print paperwork for the jobs.
Message Customers
- How: Choose Email, Text, or one with the other as a fallback. Customers who have asked not to be emailed or texted aren't, and a customer's preferred way comes first.
- What: An email and a text, each from one of your templates or written on the spot. Each job gets its own message, filled in with that job's details.
- Who gets what: The popup counts how many go by email and by text, lists anyone who won't be messaged and why, and previews each message for the actual customer.
- Texts: Sent through Work Planner using your SMS credits, which the popup checks first, or from your own phone in the Work Planner app.
- More: See Message Customers Popup.
Print Documents
- Template: Pick one of the templates you print. Each shows its layout and whether it's your default.
- Preview: Shows the template filled in for each selected job in turn, so you can check what you're printing.
- Slips dated: For the service delivered slips, the date printed on them.
- More: See Print Documents Popup.
Practical Tips
- Filter first: It is easier to message the right customers when the Jobs list has already been narrowed to the exact selection you mean.
- Check who won't be messaged: Before sending, open Who won't be messaged to see anyone missing an email address or mobile number, so you can print for them instead.
- Use templates: Messages you send often, such as reminders, are quicker and more consistent as email and text templates.
Related articles
- Jobs List: This is where the job selection and actions menu live.
- Jobs Filters Popup: Useful when you need to narrow the list before sending anything.
- Completion Popup: Helpful when communication or paperwork happens immediately after the visit is recorded.
- Job Detail View: Useful when you need to inspect one job more closely before contacting the customer.