For a single job, you can send multiple records in one email, if you issue the invoice last.

Website

  1. Fill out the record and click "Approve and Print".
    This will generate a PDF of the record without emailing it to the customer.

  2. Repeat the above for any additional forms ensuring that they are all assigned to the same job number.

  3. Create your invoice, again ensuring that the job number is the same.

  4. Finally, click "Approve and Email".

    You should now see the preview of the email, along with all the records being shown as attachments

  5. Click "Send"

App

  1. Fill out the record and tap "Approve".

  2. Click "Home". Do not send an email at this point

  3. Repeat the above for any additional forms ensuring that they are all assigned to the same job number

  4. Create your invoice, again ensuring that the job number is the same.

  5. Finally, tap "Approve"

    You should now see the preview of the email, along with all the records being shown as attachments

  6. Tap "Send"

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