Sending schedule confirmations all at once
If you want to send your clients job confirmations for all jobs entered in one day, at the end of the day in one batch, use this method.
At the end of the day, after all jobs have been entered into RB9, click Calendar > Send Job Confirmations/Cancellations.
When the function opens, Date Type defaults to “Scheduled Date,” and the date defaults to today. So the search criteria is set to show you jobs that were scheduled today. You do not need to change anything here; click to display the jobs.
- Select all the jobs displayed by clicking the checkbox in the top-left corner of the results. (If some jobs do not have an available checkbox to check, that means there is no email address designated in the Contact setup to receive job confirmations.)
Click Send Email.
Before sending out the emails, select the Form from the drop-down menu in the Options popup.
If you want to see the emails before they go out, check the Show mail composer option (This can be checked by default in User Preferences).
From will display the default email account tied to your user account. If you have multiple email accounts set up, you can select from your list here.
When you’re ready to proceed, click OK.
At this point, if you do not show the mail composer, the emails will go out and you will return to the main RB9 screen automatically.
If you did select the Show the mail composer option, you will see a preview of the first email. You can make changes to this email, and when ready to send it out, click Send.
After that, the next Job Confirmation preview will appear. Review and send. Repeat with any remaining emails.