Outbound Email Settings ToolTips

Default Sender Address:
If you are having issues with sent emails ending up in spam boxes, adjust this to "Service Fusion Default"  this will bypass most DMARC verification. 

 

 

Default From: and Reply-to Address:

All automatic emails sent from Service Fusion will use this as the From address. Any Replies will be received in the normal inbox at this address.

 

 

Email Customer Confirmation When job is Created:

The 'Customer Confirmation' template can be viewed and adjusted in My Office > Communication Templates.

 

 

Email Customer Confirmation When job is Modified:

This will use the 'Customer Confirmation template located in My Office > Communication Templates and will email the customer each time a new change is saved.

 

 

Email Customer Confirmation when Estimate is Created:

The 'Estimate Appointment Confirmation' template can be viewed and adjusted in My Office > Communication Templates.

 

 

Email Customer Payment Receipt After Payment Submission:

The Invoice Receipt" template can be viewed and ad|usted in My Office > Communication Templates.

 

 

Email Customer Invoice After it is Created:

The 'Invoice' template can be viewed and adjusted in My Office > Communication Templates. 

 

 

Email Customer Invoice After it is Modified:

The Invoice' template can be viewed and adjusted in My Office > Communication Templates and will email the customer each time a new change is saved.

 

 

Include PDF copies of all Documents:

When emailing a customer, automatically attach a copy of the associated Estimate. Work Order, or Invoice.

 

Always include Associated Work Orders with Invoices:

Work Order document will be included as a separate PDF document when sending an

invoice. 

 

 

Email Service Tech Confirmation when Job is Created:

The "Work Order Dispatch' template can be viewed and adjusted in My Office > Communication Templates.

 

 

Email Service Tech Confirmation when job is Modified:

The Work Order Dispatch" template can be viewed and adjusted in My Office > Communication Templates and the assigned tech will receive an email each time a new change is saved.