Send messages to customers from a job

CRM can email your customers using the templates in Comms. Sending messages needs a paid plan, and the customer needs an email address.

Message when a job enters a stage

1. Open Pipelines and edit the stage.
2. Turn on Message on entry and pick a template.

Now when you drag a job into that stage you are asked Send message? Nothing is sent automatically - you choose to send it or skip it.

Other places you can send from

• Invoices - choose Send Invoice by Message and select a template.
• Customer panel - open a customer's message history to see what has been sent and to resend.

What the customer receives

• The email comes from Tinkari's sending address, with your organisation's name as the sender name.
• Replies go to the Reply-to email set in your CRM Settings.
• Your display name, address and footer text are added for you.

Set these up under Settings. See Team visibility and message branding.

Change the wording

Templates live in Comms, where you can edit the subject and body. See Customise your message templates in Comms.