How to turn on customer notifications in JobSheet
What customer notifications do
When on, JobSheet can send HTML summary emails for quotes, invoices, works-order booking replies, and paperwork packs. Messages include a customer link where applicable. Server invoice PDFs can attach on send when archived. Use Print / PDF in the browser for quotes or drafts.
Each send or automatic due reminder counts as one customer email. See customer email usage.
Team invite emails always send from JobSheet regardless of this setting.
Steps
- Sign in as the workspace admin and open Workspace → Notifications.
- Set Send emails to customers from JobSheet to Yes.
- Optionally set Reply-to email and Display name so customers can reply to you directly.
- A green tick appears on that row when it has saved. Reply-to and display name save when you leave the field.
Email usage
Customer emails are included with your subscription. Usage appears in Notifications and on Subscription so you can see how many sends you have made this month.
When buttons appear
With notifications off, Email to customer buttons on quotes and invoices stay hidden. Works-order Email (booked) and Send pack by email are also hidden. Mailto links and Copy template still work in your own email app.