The Engineer job sheet email template setting allows you to customise the email used to send job details to engineers/technicians when they are booked for a job.
This is a valuable tool for providing appointment details to engineers/technicians and subcontractors. It is particularly useful for those without direct Commusoft mobile app access, serving as an additional method to proactively inform users of scheduled appointments.
How to Access the Engineer Job Sheet Email Template Setting
➡️ Go to your Profile icon → Choose Settings → Locate Jobs in the Categories menu → Click View next to Engineer job sheet email template.
Compose the Email Template
Enter the email message content in the provided text box.
Use tagging to add job-specific information, such as customer name, job location, and scheduled times.
Click Save.
Click here to see an example email template
Click here to see an example email template
Template:
Email:
Engineer job sheets can also be sent via SMS: Engineer job sheet SMS
Once an appointment is scheduled, send the engineer/technician an email via the appointment side panel: Diary and Appointments - Engineer job sheets
Common Questions
💭 Can engineers add notes or action appointments when receiving a job sheet via email?
No, job sheets sent via email are for informational purposes only. Engineers/technicians cannot action appointments or add notes directly to the system using this method. To enable these actions, engineers/technicians require access and use of the Commusoft mobile app.