Send documents and attachments from a job

Send several of a job’s documents, plans and photos in one email, to the customer, an installer or anyone else.

Send documents

1. Open the job, tap Documents, then Send documents.
2. Check what to send: Estimates, Invoices, Job Sheet, Cutting Plans, Floor Plans, Photos and Attachments. Open a group to choose which ones.
3. Check From, which shows the business the email comes from and where replies go.
4. Add who it goes to. Tap Show to add CC or BCC.
5. Check the Subject, tap Edit to change the Message, then tap the send button. It shows how many files are going, for example Send 3 files.

To send the files yourself, Download and Share are on the same screen.

Check it arrived

Tap Documents, then Sent emails. Each email from the job shows who it went to, when, and whether it is Waiting to send, Sent, Arrived or Didn’t arrive. “Arrived” means the customer’s email service accepted it. Nobody can tell whether an email was opened.

Good to know

• Large files are added to the email as download links, so the email still gets through.
• Only saved documents can be sent. Save the estimate, invoice or job sheet from the job first.
• Emails are sent by WeavaWorx on your business’s behalf. Customers see your business name, and their replies go to the address you chose in Settings › Business profiles.
• If the app asks for a business name or email before sending, tap Fix to add it there and then.
• In a basement with no signal, the email is queued and sends when you’re back online.