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Setup Jobs with Multiple Contacts ✔

Set up jobs with multiple contacts and use the all_emails alias so every contact receives proposals and invoices.

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Setup Jobs with Multiple Contacts

Common Scenarios

Setup Jobs with Multiple Contacts

  1. Add Contacts to the Client's account
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  2. Select the Contact on the Job

    1. Create or edit a Job

    2. Under Additional Options, add a primary contact to the Job. Doing so will also add that contact to the Client's profile.

  3. Ensure email templates include :all_emails:

    1. Setup > Templates > Email Templates

    2. Click Edit next to the email template you would like to edit.

    3. In the 'To' field, paste the liquid alias :all_emails:

  4. Now, when you send a proposal or invoice email, the Client and any selected Contacts are included.

Common Scenarios

Client

Contact(s)

Spouse 1

Spouse 2

Corporate Billing

Property Manager(s)

Tenant

Landlord

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