New Email Functionality for Work Orders

This guide introduces a streamlined process for managing work orders, allowing users to easily email and download documents in a single step. It highlights the ability to access contact information and enter multiple email addresses, enhancing communication efficiency. By following the steps outlined, users can save time and improve workflow, making it a valuable resource for anyone involved in work order management.

Yesi Garcia
6 steps
2 minutes

Navigate to a job slideboard. Scroll to the accounting section. Click the WO / PO.

Find a WO/PO you want to download or email and click "Edit"

Click "Export" button

View you can now email and download in one step

You can find contact manager and employee contacts here

You are able to enter multiple email addresses at once

New Email Functionality for Work Orders

Yesi Garcia
6 steps
2 minutes

Navigate to a job slideboard. Scroll to the accounting section. Click the WO / PO.

Find a WO/PO you want to download or email and click "Edit"

Click "Export" button

View you can now email and download in one step

You can find contact manager and employee contacts here

You are able to enter multiple email addresses at once