'Email contractors' email can include works order description - configuration option

'Email contractors' email can include works order description - configuration option

This guide has been reviewed against our global client base and classed as relevant to all regions

Available from version 12.214

An HTML email template for use with the E-mail contractors function on a works order is required for this feature, plus a specific merge code also needs to be added to it in order to pull the description field through to the email
To request for this to be set-up on your system, click here to contact Reapit Support

When emailing contractors from a works order and using an HTML template to create the email (when configured as outlined above), the content of the description field in the works details panel will be transferred over to the email via a new merge code

From a works order:

  • In Contractor Quotes panel, click E-mail contractors
    Select required contractors to send email to, as usual

  • The content of the works order description field (in Works Details panel) will be transferred through to the email

Works order - email detail.png

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