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6 Vote

Ability to customize JB Invoice E-mail Body with PLACEHOLDERS

Contractors hate getting generic emails!

Using template strings is nothing new to the computer industry and you use it quite well in your WF Notifier Job Manager to great success.

Within JB Company -> Email Settings right now you have a text field for Subject and a text field for Body.

We are asking for

the ability to use template strings like @JobDescription and @InvoiceNumber in both the Subject and Body areas. Then, when the system generates the Email the client it would swap those out for the real value.

Who would it help?

This enhancement would greatly increase the joy of our customers who receive the invoices, and our ability to track sent/received emails regarding specific invoices. It would ALSO allow us to include custom data in the invoice email itself instead of resorting to modifying the reports.

Please seriously consider this suggestion.

Thank you to the person that requested something nearly identical for the SM invoices.

• Guest
• Aug 9 2023

JB - Job Billing

Company	LB Construction
Job Title / Role	VP of Risk Management
I need it...	Yesterday...Come on already

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