Solution
Keep customers updated without leaving the app.
Send job, estimate, and invoice emails from the same place you manage the work.
Best for
Email Notifications
Teams that want customer messages tied to the related job, estimate, or invoice instead of buried in separate inbox threads.
Start free trialFrom the open record to the customer
- 1
Open the estimate, invoice, or job
Send from the same record you already have open so the message stays tied to that work.
- 2
Email the customer link
They open estimates, invoices, and job details without creating an account. You choose when the message goes out.
- 3
They review without signing in
Approval, payment, and appointment pages stay login-free.
- 4
Keep the send on the work
The email belongs to that estimate, invoice, or job instead of living only in a personal inbox.
Example: An approval email that still belongs to the quote
The office emails James Thompson the water-heater estimate from the estimate record. He opens the approval page without an account. The message is that quote, not a separate inbox campaign.
Send from the estimate, invoice, or job
Email the customer from the same record you already have open. Estimate, invoice, and job links stay tied to that work instead of living only in a personal inbox.
Your company name on the message
Customer-facing mail uses your company name so the message looks like it came from you. You send from the record on-demand. Team and Growth can also turn on estimate and invoice follow-up emails. These are not marketing drip campaigns.
How True Blue Service helps
Send estimates, invoices, and job links by email
Use your company name on customer-facing messages
Keep each email tied to the work it belongs to
Questions owners ask before they email from the job
- Does the customer need an account to open the email?
- No. Estimate, invoice, and job links open login-free pages.
- Are these marketing drip campaigns?
- No. You send from the record on-demand. These are not marketing sequences.
- Can follow-up emails send by themselves?
- Only on Team and Growth, and only if you turn on estimate or invoice follow-ups. Starter stays on-demand from the record.
- Does this send from my own email domain?
- The customer-facing message uses your company name. It is not a mailbox you host yourself.
See the quote and the bill these emails open
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Want to see it with your workflow?
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