Emailing Customers

When email is configured properly, you can:

• Email a customer from the Edit Customer window.
• Email a customer from an estimate or repair order.
• Email a customer a PDF of their estimate or repair order.
• Email every customer who had a repair order closed after a certain date.
• Email appointment confirmation emails automatically.
• Email appointment reminder emails automatically.
• Run an appointment reminder process in Scheduler that sends emails to customers who have appointments within a set number of hours.
• Customize Email Templates with text, graphics, attachments, and your shop information. Templates mean you don't have to type every email from scratch.

You can also:

• Have three email addresses per customer.
• Make email address required when entering customer information.
• Test the email configuration before sending emails.
  

This section contains the following topics: