This feature allows you to configure automatic email communications to be sent upon completion of a work order. These emails can include various attachments and are automatically sent to selected recipients.
Configuring Automatic Direct Emails:
- First, navigate to Administration and then select Service Capabilities.
- Click on the # Service Level(s) of the service capability you would like to enable the automatic emails for.
- Next, click on Communications.
Attachment Options:
The attachment options correspond to the report types available in Report Definitions. Selecting an attachment type will automatically include any generated reports from the work order that match the selected type. Available attachment types include:
- General
- Asset Summary
- Asset Label
- Asset Detail
- Asset Certificate
- Order Summary
- Order Invoice
- Order Estimate
- Order Detail
- Order Certificate
Recipient Options:
The Recipients option allows you to automatically add specific contacts to the email being sent. The available recipient options are:
- Order Owner – The email listed for the owner of the order.
- Logistics Contact – The email listed under the Logistics tab on the order.
- Billing Contact – The email listed under the Billing tab on the order.
- Client Site Contact – The email address listed in the site shipping for a customer site.
- Client Company Contact – The email address listed as the primary contact for the client.
- Client Account Representative – The email associated with the account representative assigned to a client.
