Emailing Invoices from the App (Omadi Towing)

Emailing Invoices from the App (Omadi Towing)


Emailing Invoices

Users have the option to email invoices to customers from the app. In order to see the option to email an invoice, an email needs to be entered in one of the email fields in the ticket (i.e. Payer Email, AP Email, or Customer Email). After the email address is saved on the ticket, on the app the user will need to click on the job again (they can find the job either on the Jobs area (headset icon at the top of the app) if it is still in progress, or it will appear at the top of the list of recent jobs found under Recent (clock icon at the top of the app). The option to Email Invoice to Payer will show up on the Job menu when they tap the job. (Payer may be replaced with AP or Customer, depending on which field the email was entered in). The user will not receive a confirmation that the email was sent; therefore, make sure to only press the button to send an email once. If that button is repeatedly selected, the customer will receive the same email as many times as the button was selected. To confirm that an email was sent, the user would need to check the ticket online, not through the app, and view the Email Log tab (the Email Log tab will only appear if an email was sent).
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