GENERAL SET UP INFORMATION
STAGE 1 - SET UP
STAGE 2 - SET UP
STAGE 3 - SET UP
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CORRO FILE ATTACHMENTS & VIEWING

Sending correspondence out of Jobman for both Leads and Jobs offers many great benefits to a company, primarily the most important is complete transparency of the key information that has been sent to the customer, supplier, trades or other internal staff involved in the Lead or Job. You can streamline the corro sent out of Jobman, by using corro templates that are pre-made and provide a professional look with your company branding, and also you can attach files to send with the corro templates.

Adding Corro Attachments

Inside the actual Lead or Job, by default, the corro tab will be active already, click on Add Record, select the corro type, then choose the corro template required, and click Send Email. When the next window loads, you simply click on Add Attachments as shown below to choose the files to send with this corro email.