Troubleshooting

The client did not get my email

Checking whether it went, and sending it another way.

Where
A job → Email to the client
Level
Everyday

Every email is listed under the Email to the client form, with where it went and whether it was sent.

  • If it says Not sent, the reason is shown beside it. Check the address and send it again.
  • If it says Sent but the client cannot find it, ask them to look in their junk folder.
  • Some company mail servers turn messages away. Add a Home email to the contact, and send it there.
  • Or click More, then Copy client link, and send the link in your own email or a message.

The panel also shows whether the client has opened the estimate or invoice, and when.