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Work order report recipients

Completed work order act recipient' settings

Updated over a week ago

There are 4 different places where you can add a PDF/HTML act email recipient:

  1. The recipient for the Customer:

    You can add an email address in the Customer editing window. The completed work order act will be sent every time work order is completed in any of this customer's objects.

    An additional setting should also be turned on in the Email report settings:

  2. The recipient for a specific Work order Type:

    Just add an email address next-to a work order type and the PDF/HTML act will be sent every time work order with such type is completed.

  3. In the application, before collecting customer's signature, you can add one or multiple email addresses for the Customer's contact person. The PDF/HTML act will be sent to this email address.

4. Add an email to List of additional recipients (BEST for additional administrator recipient)
Email report settings > Send completed or approved work order report > List of additional recipients.

NOTE: You can check the list of recipients of the act in the detailed view of each completed work order:

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