How to turn on customer notifications in JobSheet
What customer notifications do
When on, JobSheet can send HTML summary emails for quotes, invoices, works-order booking replies, and paperwork packs. Emails do not attach PDFs automatically. Use Print / PDF in the browser if you need a PDF attachment.
Team invite emails always send from JobSheet regardless of this setting.
Steps
- Sign in as the workspace admin and open Workspace.
- Scroll to Notifications.
- Set Send emails to customers from JobSheet to Yes.
- Optionally set Reply-to email and Display name so customers can reply to you directly.
- Choose Save workspace.
Email allowance
Your plan includes a monthly customer email allowance. Usage appears in Notifications and on Subscription. When allowance runs low, contact support or add email packs where offered.
When buttons appear
With notifications off, Email to customer buttons on quotes and invoices stay hidden. Works-order Email (booked) and Send pack by email are also hidden. Mailto links and Copy template still work in your own email app.