<- All solutions

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 trial

From the open record to the customer

  1. 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. 2

    Email the customer link

    They open estimates, invoices, and job details without creating an account. You choose when the message goes out.

  3. 3

    They review without signing in

    Approval, payment, and appointment pages stay login-free.

  4. 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

Want to see it with your workflow?

Start a trial, review pricing, or keep browsing before you decide.