Each job comes with a downloadable report in PDF format. This report is highly customizable and can serve various purposes within your company, such as archiving job reports or sharing them with your clients, either electronically via email or in hard copy. You can effortlessly send the report to your clients with a single click through the Organilog platform.
Before we dive into the steps, here are a few essential points to keep in mind:
Downloading reports: PDF reports can be downloaded to your computer. You can then use your own email tool to send them and personalize your message to your client.
Informing clients: If you choose to send reports through the Organilog platform, it's a good practice to inform your clients that they will receive these reports via a third-party platform. They should expect emails from the Organilog platform.
Avoiding spam: To prevent emails from accidentally landing in the spam folder, we recommend adding the Organilog email address to your list of authorized contacts. If an email does end up in the spam folder, be sure to mark it as legitimate within your email reception tool.
Now, let's go through the steps to send a report:
Step 1: Access the job file
To send a job report, start by accessing the job file. Next, click on the "Report" tab (available in the Premium package). Here, you will find the button for sending the report.
You'll notice three quick send buttons:
Send report to a client: This sends the report to the email address associated with the client of the job.
Send report to an address: Use this to send the report to the email address linked to the client's address.
Send report to a user: This option allows you to receive the report via email, which can be handy for testing how the email is received.
Step 2 (optional): Add an email to the client
If a client doesn't have an email address, the "Send report" button will be disabled. In such cases, you should first add an email address to the client's profile. Once that's done, return to the job file to try sending the report again.
Step 3: Send the report
With a simple click on the corresponding button, the report will be sent via email.
⚡ Don't forget to keep an eye on the sending history.
The interface records each submission of the report, ensuring you have a clear overview of your communication with clients.