You can send an email to a client with just a few clicks due to already created email templates. Email templates are available right in the client profile and allow saving time on composing case-specific messages.
Make sure to create the templates suitable for your working processes by following the instructions here.
Within ArboStar, there are several ways how to send an Email or SMS:
- Clients profile → Projects tab;
- Clients profile → Tasks tab;
- Project → Estimate;
- Project → Invoice;
- Schedule → Crew Schedule;
- Schedule → Office Schedule;
- Estimates → Estimates List;
- Invoices → Invoices;
- Clients → Programmed Messages;
- Tasks → Task Categories;
Clients profile → Projects tab
To send a template email, open the client profile, click the button Send email to [Client's Name] and from the dropdown list choose the type of email to send.
If needed, the user could edit the message in the pop-up window before sending.
When sending an Email and Invoice PDF to the client, if the file is more than 10 MB, instead of an attached file, the file will be available via a link.
To send an SMS, open the client profile, click the button Send SMS to [Client's Name] and from the dropdown list choose the SMS template to send.
To learn more about how to create/edit SMS template, click here.
If needed, the user could edit the message in the pop-up window before sending.
Clients profile → Tasks tab
There's an option to sent an email to Estimator or Client email address within the client's profile under the tasks tab
Project → Estimate
Another way to start sending an Email or SMS to the client is within the Estimate profile of a specific project. To start sending an email with an estimate, you can click Actions button and then select Send Estimate PDF to send an email or Send SMS to send text.
In addition to that, you can send Email or SMS message to the client within Estimate profile by just clicking "envelope" or "phone" icon on the right side panel:
Project → Invoice
Once the project has invoice, similarly to Estimate profile, you can send an Email or SMS to the client by clicking Actions button within Invoice profile. Then select Send E-mail Invoice to send an Email or Send SMS to send text, respectively.
OR you can send Email or SMS message to the client within Invoice profile by just clicking "envelope" or "phone" icon on the right side panel:
Schedule → Crew Schedule
Within Schedule → Crew Schedule, based on the view that is preselected (Day, Week, Month, or Timeline) you can send emails and sms to the client.
When the Day view is preselected in the Crew schedule, the system offers four options for sending emails or SMS messages.
Clicking the "Select" button, then choosing one or more jobs, and clicking the "envelope" or "phone" icon allows you to send an email or SMS to the clients for whom the jobs are scheduled.
Simply clicking the "envelope" or "phone" icon allows you to send an email or SMS to the clients for whom the jobs are scheduled. By default, after selecting an SMS or email template, all clients for whom the jobs are scheduled are preselected.
Similar to point 2, clicking the "envelope" or "phone" icon allows you to send an email or SMS to the clients for whom the jobs are scheduled. By default, after selecting an SMS or email template, all clients for whom the jobs are scheduled are preselected.
Clicking on a job and then selecting the "envelope" or "phone" icon within the modal window that appears allows you to send an email or SMS to the client.
If you select Week view in the Crew Schedule, the only way to start sending an Email or an SMS to the client is by clicking on a specific job. Then selecting the envelope or phone icon within the modal window that appears.
If you select Month or Timeline view in the Crew Schedule, to start sending an Email or an SMS to the client you should click on a specific job. Then select the envelope or phone icon within the modal window that appears.
Schedule → Office Schedule
Within Schedule → Office Schedule, you can send Emails or SMS from the Day or Week view by clicking on the task. Then clicking on the "envelope" or "phone" icon.
Estimates → Estimates List
From the Estimates List submodule, you can send an Email to a specific client by clicking on the "envelope" icon under Action column
Clients → Programmed Messages
Programmed messages are automatic and manual client follow-ups triggered when certain conditions are met. It is a powerful feature, that allows sending automated Emails and SMS
To learn more about Programmed Messages, click here.