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Attach sent emails and threads to active job records

Attach sent emails and threads to active job records

Your sent emails about estimates and approvals remain only in your mailbox, leaving crews without job context. Teams see the full conversation before site work.

Attach sent emails and threads to active job records

Overview

When sent emails about bids, approvals, or change orders live only in your mailbox, crews and office staff miss the context they need and schedules slip. This flow captures those messages and appends them to the matching job record so project leads have full correspondence and can act before the next site visit.

Attach sent emails and threads to active job records