Job Packs

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ByZoom Apps

Added in Version 0.41

Overview

  • In this article we’ll describe how to configure and generate Job Packs.

Configure Job Pack Email Template

  1. Open the Main Menu and scroll down to Configure.
  2. Click Emails.
  3. Create a new email. Code must be in the format EMAIL{NUMBER} ie EMAIL9. Data Source must be set to Job.
  4. Open the Main Menu and click Settings.
  5. Scroll down to the Enterprise App section.
  6. In the Job Pack Email field, select the email template from Step 3.

Generate and Send a Job Pack

  1. Open a Job.
  2. Under Actions click Job Pack. This will open a preview of the Job Pack content.
  3. At the bottom of the page, click Email PDF.
  4. Select one or more technicians to send the Job Pack to.
  5. Select the Documents to attach (optional).
  6. Click OK.
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