Automatically Sending an Email on Job Completion

Automatically Sending an Email on Job Completion

Tracker Pro can send automatic emails upon Job or Appointment completion with a report/job docket attachment.

To configure the sending of an email after these events set the following settings.

1. Open the report Selection menu in Admin
2. Add a new item to the list of reports or using the buttons at the top to add new or click on the pencil icon to the right to edit an existing report settin





2. In the Add Data settings tab complete the following fields to suit your email desire
  1. Tick the Auto Email Details tick box to indicate this report has to be sent automatically
  2. Select either On Job Closed or on Appointment Completed in the area titled When. Only one of these can be active at a time.
  3. Select Engineer Preview or No Engineer Preview - if Engineer Preview is selected the Engineer will see an email after closing the job to allow report Preview before it is despatched.
  4. Tick at least one of Send Installation, Send Customer  and Send Office to automatically despatch to each of those email addresses. 
  5. Add a CC and BCC address optionally
  6. Add a Subject Title for the email.
  7. Add a standard message for the email.
If When is set to Job Closed then the report will be sent only once upon the changing of the Job status from Open to Closed


3. Then press Save.




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