Attach sent emails to job records for context
Attach sent emails to job records for context
Your sent emails aren't linked to jobs, leaving crews and office staff hunting for context and causing schedule delays. Attach messages to the matching job so your team has context same day.
Workflow preview:
Zap details:
Overview
When sent emails aren't attached to jobs, crews and office staff spend time chasing context and schedules slip. This ties outgoing messages directly to the right job so project leads and owners see correspondence same day, speeding handoffs and reducing follow-up.