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Include Completed Reports option with Invoice Communication

Feature RequestUsabilityReportsCommunicationsAccounts

Where a scheduled job has an Invoice and Form included, having the option to send a combined email with both attachments (without downloading and attaching manually) would be beneficial.

This could include the functionality where if you are emailing the Invoice from a job, the completed forms are available as a placeholder to select and attach as a PDF to the communication.

Posted by Yolanda Small ·
Status: Completed1 comment

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Comments1

  • Prue Wernicke

    Team•

    Oct 7, 2025

    Thank you for your suggestion regarding collating job documents into a single email for clients.

    We recommend using JobLink or the Client Portal to address this need. Both options allow your clients to access all associated documents such as invoices, reports, quotes/proposals, and treatment certificates in one central, secure location. This eliminates the need to manually send multiple attachments and ensures clients always have access to the most up-to-date information related to their jobs.

    By enabling JobLink or granting Client Portal access, you can streamline your communication and significantly reduce administrative overheads.