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Sending Emails

Email clients from jobs, invoices, visits, and the client page — one at a time or in bulk — and track every send.

Every customer email in BranchSite goes through the same send dialog, so once you've sent one email you know how to send them all. You can reach it from a job, an invoice, a visit, the client page, or My Day, and the dialog arrives pre-loaded with the record you were looking at.

Sending requires permission to send communications; if you don't see a Message or Email button, ask an administrator about your role.

Send an email from a record

  1. Open the record — a job or invoice detail page, a visit on the Calendar, a client page, or a stop card on My Day.
  2. Click Message, then choose Email. (Some surfaces show a single Email button instead.)
  3. In the Send Email dialog, fill in:
    • Template — pick the email template to use. The list is filtered to templates that fit the record, and the subject and body fill in automatically with the record's data.
    • Send To — recipient addresses, pre-filled from the client's contacts. Add or remove addresses as needed.
    • Subject — editable after the template fills it in.
    • Attachments — check Proposal, Invoice, or Work Order to attach the rendered PDF, or click Add files… to attach your own. If a document hasn't been generated yet, the dialog tells you to generate it first; invoice PDFs are always rendered fresh when you send.
  4. Review the body preview on the right. Click Refresh after changing the template or recipients.
  5. Click Send.

When you email an invoice, the dialog also shows Mark Invoice(s) Sent? with a Send Date and Send Method (Email, Mail, or In Person), so the invoice's sent status stays accurate.

Note: Not sure how the email will look? Click Test send to me to send the rendered email to your own address before sending it to the client.

Send in bulk

You can email many clients at once from list pages:

  1. On the Jobs page, select the rows you want, then click Message in the bulk toolbar and choose Email. Saved report rows offer the same bulk send.
  2. The Send Bulk Email dialog works like the single dialog, but each recipient gets a body rendered with their own data — the preview shows row 1 as a sample.
  3. Click Send. BranchSite queues the emails and confirms — for example, "12 emails queued. Track progress in the Email Report."

While a send is in flight, a progress dialog shows each recipient's state — Queued, Sending, Sent, or Failed — with a Retry action on failures.

Proposals and invoices also have their own send flows built on this dialog — see Send proposals and Create and send invoices.

Track what was sent

  • The Email Report (under Reports) logs every outbound email with its status — Queued, Sent, Delivered, Opened, Clicked, Bounced, Complained, or Failed. Filter by date range, status, or template, expand a row to see the body snapshot and delivery timestamps, and click Export CSV to download it. Visibility requires the communication-reports permission.
  • The Comm History flyout on jobs, invoices, and clients shows sends and comments for one record — see Communication history.

Note: Want a copy of every email you send? Turn on CC sending user in Email settings.