Overview
The Send Job Details feature in Fergus allows you to quickly share comprehensive job information with your customers, ensuring everyone stays informed and aligned throughout the project. This automated email system helps maintain professional communication standards while reducing the time spent on manual updates.
Benefits
Using the Send Job Details feature helps you:
Keep customers informed throughout the project
Ensure everyone is aligned on job expectations
Maintain professional communication standards
Reduce project delays caused by miscommunication
What's Included in Job Details Emails
The content of your Job Details email is determined by your template settings in Fergus. You can customise this template to include:
A link to your Terms of Trade
The job schedule
Other important job information relevant to your business
Want to customise your template? Refer to our help guide for step-by-step instructions.
How to Send Job Details
Follow these simple steps to send job details to your customer:
1. Open the Job Card- Navigate to and open the specific job card for which you want to send details.
2. Review Job Information- Before sending, verify that key details are accurate, including:
Job title
Job description
Any other information that may appear in the email
This ensures your customer receives complete and correct information.
3. Access the Send Feature
Locate the job settings menu in the top right corner of the job card
Select Send Job Details from the menu options
4. Customise Your Email
A draft email will automatically open, allowing you to:
Edit the message content as needed
Attach relevant files or photos
Add any additional information specific to this job
5. Send the Email
Once you've reviewed and customised the email content, click Send in the bottom right corner to deliver the job details to your customer.
Conclusion
The Send Job Details feature is an essential tool for maintaining clear, professional communication with your customers. By utilising customisable email templates and following the simple five-step process outlined above, you can ensure your customers receive all the necessary job information in a professional format. This proactive communication approach not only keeps projects running smoothly but also helps build trust and transparency with your customers.