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Send reports from job dashboard
Send reports from job dashboard

This process is also applied to invoices and quotes

Thao Nguyen avatar
Written by Thao Nguyen
Updated over a week ago

You can send reports to the client's email address directly from the dashboard.

The report sent in this case will be either the custom PDF report selected by default or manually from the job or the generic PDF.

To do this, display the column “Action: Send report” and “Report sent?”.

Click on the envelope to send the report directly to the client's email address. The column "Send Report" will allow you to easily see if the report has already been sent or not with ✔️ (Sent) or ❌ (Not sent).

Keywords:
Job report
Dashboard
Quick dispatch

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