Email Job Sheet Software

Email Job Sheet to Engineer

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Email Job Sheet Software

Amphis Customer makes it easy to maintain your Contacts, create Appointments, Quotes and Invoices and much more. You can also create Jobs and organize the customer history by Job. Jobs have a status, start/end date, budget and location as well as a description of the Job, actions taken and notes.

Job Control Sheet

A Job Control Sheet is automatically generated for each Job. Job Control Sheets are generated from a Word template which you can customize to suit your business. Here's an example Job Control Sheet.

Job Control Sheet

Email Job Control Sheet

Job Control Sheets appear in the Customer History and you can select one, right-click on it and click Email Job Control Sheet.

Email Job Control Sheet

Then you just need to select one or more Email Recipients from the Engineers or other People you have stored in the Database. You can choose to send as a PDF file (requires Word 2007 or a later version). Just click Send Email to Email the Job Control Sheet to all the selected recipients.

Email Job Sheet

If instead, you want to Email the Job Control Sheet to a Customer, just select the Job Control Sheet and click the Email Attached File button at the bottom of the Customer History page.

Create Appointment in Engineer's Outlook Shared Calendar

If Outlook is set up to enable Shared Calendars and an engineer has shared their Outlook Calendar, if you tick the In Outlook checkbox when creating the Job, an Appointment is automatically created in the engineer's Shared Calendar.

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