In this article:

Emails Overview

There are a few different email types in SingleOps: Visit, Job, & Invoice:

*Visit*	Emails typically used for visit reminders, crew arriving soon notification or work completion notifications.
*Job*	Emails primarily used for proposals. Job emails can also be used after a Job is complete for reviews/ratings.
*Invoice*	Emails used for sending invoices.

💡Email template merge fields will be associated with the email type.

Send a Job or Visit Email

Send a proposal, appointment reminder, or notification of work complete.

From a Job or Visit

Select any type of Job (Lead, Proposal, Active Job, Completed Job, Approved Job)
Click on the Job number and drop down the Client information.
Click the white Email button.
Fill out email information:
To send the email to the customer, click Send.

Template	Select the type of email you would like to send from the drop-down list.
Send To	Select one or multiple users you would like to attach to this email.
Subject	Select a subject from the drop-down or create new.
Attachments	Choose one or more attachments you would like to include with this email.

From the Client Page

Navigate to Clients
Click the Client's name
Click the blue Message button in the top right
Select Email from the drop-down
Fill out email information:

*Type*
Visit	Notify your customers that a crew will arrive for work to be done on-site.
Job	Select to send an email regarding a job scheduled or job complete.
Invoice	Select to send the customer an invoice due or invoice overdue.

Instance	Type in the job number, service or customer name associated to the email you would like to send. This email will be sent to the customer associated to this job.
Template	Select the template associated with your email from the drop-down list.
Send To	Select one or multiple users you would like to receive this email along with your customer.
Subject	Select a subject from the drop-down or create new.
Attachments	Select the box next to Proposal or Invoice if you would like to include an Attachment(s) as PDF.

6. To send the email to the customer, click Send.

Send an Invoice Email

Invoices can be sent from several places within the app including any of the Job pages, Open Invoices page, the My Day page, or the Client's profile page.

⚠️ CC or BCC recipients can be added manually from the Customize Email screen before sending. SingleOps does not support automatically CC'ing a separate address on every send.

From any of the pages listed above, click the Message and/or Email button.
Fill out email information (see tables below for more information)
To send email to the customer, click Send.

*Invoice Email*
Template	Choose the *Invoice Email* template type from the drop-down. This template will preload the email including a link to the client's invoice. Find more information about Email Templates here.
Send To	Select one or multiple Users you would like to send this invoice to.
Subject	Select a subject from the drop-down or create new.
Invoice	Check this box to display the invoice in the email.
*Invoice Send Options*
Mark Invoice(s) Sent?	Check this box to open Send Date option & Send Method options. These fields will preload for your internal records.
Send Date	This date shows when the invoice email was sent for your internal records.

What you see:	What the customer sees:

Batch Send Job Emails

Send proposals, requests for review, etc. To set up automated emails, check out our Proposal Automations.

⚠️ The bulk email option may be greyed out if a filtered set of jobs mixes one-off and recurring jobs, The resolution is to filter to either One-off or Recurring jobs, or switch the view to Visits.

Navigate to the Jobs
Select a Jobs page: Leads, Proposals, Active Jobs, Completed Jobs, Approved Jobs
Select the box next to each Job you wish to send batch emails to.
💡Both the Jobs page and the Open Invoices page can be filtered.
Click the Bulk Actions button at the top of the page.
Select Email from the dropdown.
On the email window, select the Email Template you are going to use, review the recipients under the Email To section, and review the Attachments.
Click Send to send emails to all the selected jobs.
⚠️ You can not edit the body of the batch email on the fly. If changes need to be made, update the email template and then send out the batch emails.

Batch Send Visit Emails

Send appointment reminders, notification of completion, etc. To set up automated email notifications, check out Production Automations.

Navigate to the Jobs
Select a Jobs page: Leads, Proposals, Active Jobs, Completed Jobs, Approved Jobs
In the top right corner select Visits from the Jobs / Visits page toggle.
Select the box next to each Visit you wish to send a batch of emails to.
💡This page can be filtered
Click the Bulk Actions button at the top of the page.
Select Email from the drop-down.
On the email window, select the Email Template you are going to use, review the recipients under the Email To section, and review the Attachments.
Click Send to send emails to all the selected Visits.
⚠️ You can not edit the body of the batch email on the fly. If changes need to be made, update the email template and then send out the batch emails.

Batch Send Invoices

To set up automated emails, check out Invoice Automations.

Navigate to Invoices
Select the box next to the jobs you wish to send a batch of emails to.
Click the Batch Invoice button at the top of the page.
Fill out the Batch Invoice information:

*Invoice Email*
Template	Choose the *Invoice Email* template type from the drop-down. This template will preload the email including a link to the client's invoice. Find more information about Email Templates here.
Subject	The Subject will generate based on Template type.
Email To	Select one or multiple Users you would like to send this invoice to per Job. *These fields are required to fill.
*Attachments*
Invoice	Check this box to display the invoice in the email.
*Invoice Send Options*
Mark Invoice(s) Sent?	Check this box to open Send Date option & Send Method options. These fields will preload for your internal records.
Send Date	This date shows when the invoice email was sent for your internal records.

Sending Emails ✔