Sending Emails Through Client Pages
You can send your clients emails from Jobber from their client page.
This general email template allows you to send customized communication to your clients — like pre-season marketing emails, follow-ups on unpaid quotes, and feedback survey responses.
These will be sent from firstname.lastname@example.org, and replies to these emails will go to the email you have in Branding. Learn more about Company Branding.
Sending an email
To send an email to your client, go to the client's page, and hit Actions > Email:
Clicking on Email will bring up the email template editor, which allows you to input the client's email address, add cc's, attachments, set the subject line and message of the email:
To change the recipients of an email that you're sending, click on their email address at the top of the bar. This will allow you to add other email addresses on the client's account, and select the addresses this email will send to.
To BCC yourself an email, select the box beside BCC me on the bottom left.
Once you've made your email, send it by clicking on Send Email.
How emails will look to your client
Emails sent through the client's page will be sent from email@example.com, and show information you have set in your Branding.
Learn more about Company Branding.
Emails that get sent to your clients will look like this:
Reporting on emails
Emails that are sent to your client will show up in the Client Communications Report. To open this report, go to Management > Client Communications:
This is a feature that is currently available to Jobber subscribers — once you become a subscribed customer, you'll be able to access these general email templates and send them to your clients!
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