Skip to main content

How to Send Work Order Emails?

Why This Matters

Getting this feature set up correctly saves you time and reduces errors in your daily workflow. Let's walk through it step by step so you can get back to running your business.

Once the customer experience manager enables work order notifications and adds the required email addresses, notification emails can be automatically sent with just a few clicks. This helps improve communication, keeps the right teams informed, and makes work order coordination faster and more organized. Follow the steps below to send work order emails.

What You'll Need

  • Admin access to SubcontractorHub

  • A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

Click "Manage Projects" and select "Projects" from the dropdown.

Step 1 - How to Send Work Order Emails

Step 2

Select the preferred project from the list.

Step 2 - How to Send Work Order Emails

Step 3

Click the "Sch Send An Offer" button on the project details page.

Step 3 - How to Send Work Order Emails

Step 4

Fill the mandatory details like Offer to, Offer Amount, and Installation Completion Date. Click "Send" to complete the process.

Step 4 - How to Send Work Order Emails

Step 5

The specific mails selected by the customer experience manager will receive mail with all important details. This mail is also sent when a new project or change order is created.

Step 5 - How to Send Work Order Emails

Step 6

Once the offer is sent, you will also have the option to retract the offer by clicking the "Retract Sch Offer" button.

Step 6 - How to Send Work Order Emails

Pro Tips

  • 💡 Pro tip: Bookmark this page for quick reference when you need a refresher.

  • 📱 Works on mobile: Access this feature from your phone or tablet when you're in the field.

  • 🔄 Automate when possible: Pair this feature with automations to reduce manual work.

Troubleshooting

Problem

Solution

I don't see this option

Make sure you have Admin access. Some features require specific permissions.

Changes aren't saving

Try refreshing your browser and make sure you clicked Save before navigating away.

Something looks different from the screenshots

SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.

Last updated: 2026-07-23 · Source: How to Send Work Order Emails?

Did this answer your question?

Related Articles