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Email request acknowledgment as soon as job is set

When you receive a new job request from a client, it is a good practice to send an acknowledgment to let the client know that you have received the request and will call a day before to reconfirm the job.

RB8 makes it easy with email confirmations that automatically include job information from your calendar settings in an attached PDF file. Use RB8’s default confirmation email and attachment form as is, or create your own by editing the defaults provided.

  1. Right-click on the job you just entered, then choose Send Confirmations.
  2. If you want to:
    • Use a different confirmation form, select one in the Form Name drop-down.
    • Change the subject line and/or the message of this email, check the Show mail composer for Email box.
  3. Right-click on the job, then choose Send.
See also

Create your own forms

Change the default settings for the subject line and body of emails

by . Posted in Best Practices, Communicating with clients, Marketing, RB instructions, RB8, Reference, ReporterBase, Saving time.

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