Step by step
- Open Administration › Settings › Documents & emails.
- Reply-to address: where customer replies go. Empty means your company email.
- Office copy: an address that gets a copy of every job sheet sent (and the daily printer alert email).
- Email footer: text at the bottom of every email, up to 1,000 characters.
- Tick the Automatic emails you want.
- Press Save email settings. You see "Email settings saved."
Sender address
Emails are sent from the SubClik platform address until your own sending domain is set up. Customers who press Reply reach your reply-to address.
Who gets customer emails
Customer emails go to the job's contact or the customer's billing email, with your reply-to address.
Questions
Customers reply to the email and it goes nowhere.
Fill in Reply-to address (or Email in Company profile). Replies go there.
Can I see whether an email was sent?
Yes. Open Last automatic emails at the bottom of this section.
Works together with
- Turn automatic emails on or offChoose which emails SubClik sends by itself: job progress to the customer, the morning printer alert to the office, and reminders for unpaid invoices and unanswered quotes.
- Check which automatic emails were sentA list of the last 25 automatic emails with date, subject, recipient and whether each one was sent, is waiting or failed.
- Change your company detailsYour trading and legal name, company number, VAT number, address, phone, email and website, printed on job sheets and invoices. Also your currency, distance unit and time zone.
- Customer signature and the job sheetThe last finish step: the customer signs on your screen (or you record why there is no signature) and the job sheet PDF can be emailed to them straight away.
- Settings: how your firm is set upOne page with everything that is printed on your documents or used in your charges: company details, logo, invoice numbering and bank details, standard rates, SLA and working hours, security and customer emails.