How do I send an email to a Customer?

Fixably allows you to communicate efficiently. This step-by-step guide shows you how to send an email to a Customer.

  1. In the Customer section of an order, click the Gear icon and select Send email.
    Send Email Button

  2. The email form will appear. The email and the order number will automatically populate. 
    Send Email Form

  3. Use Snippets to make sending common email types more efficient. Multiple Variables are available to populate important information automatically. 

  4. To attach a file to the email (for example, a Cost Estimate), select the appropriate file from the list under the Attachments tab.

  5. When you are ready, click the Send button.