When to use a client email
Send a one-time email from a client record when the message is not tied to a specific quote, job, or invoice action.
Common examples include:
- A quick account update
- Preparation instructions
- Requested documents
- A response to client feedback
- Seasonal service information
The email uses your Fieldified business identity and is stored in the client’s communication history.
For promotional campaigns, confirm that the recipients have the required marketing consent and provide the appropriate opt-out mechanism.
Compose the email
- Open Clients.
- Select the client.
- Choose Email from the client actions.
- Confirm the recipients.
- Enter a subject.
- Write the message.
- Add CC recipients or attachments when needed.
- Enable Send Me a Copy if you need a BCC.
- Review the complete email.
- Select Send Email.
The client’s primary email is selected initially when one is available.
Add or change recipients
Select Add Recipients to:
- Choose another email stored on the client
- Add a client contact
- Remove an incorrect recipient
- Enter an additional email address for this message
Review every direct recipient because each person receives the email content and its attachments.
Use CC when another person should visibly receive the same message. Use Send Me a Copy when the sending user needs a private BCC copy.
Include attachments
The composer can show attachments already stored in client notes. Select the files relevant to the message.
You can also:
- Choose a file from the device
- Drag and drop a file in the browser
- Attach photos, reports, or documents
Confirm that attachments contain no unrelated client or property information before sending.
Sender name, branding, and replies
Fieldified sends the email through its managed delivery service while presenting your company name to the client.
The email can include:
- Business logo
- Company name
- Brand colors
- Contact details
- Your written subject and message
Update the visible identity from Business Profile.
Replies to a general client email are directed to the company email configured in Company Settings. Use an actively monitored address.
What the client sees
The client receives a branded email containing:
- Your company as the recognizable sender
- The subject
- The message
- Selected attachments
- Business contact information
Send a test to an internal address after changing your business profile or email style so you can review the experience on desktop and mobile.
Review email activity
The client’s communication history records:
- Sender
- Recipients and CCs
- Subject
- Sent date and time
- Delivery status
- Email opens when tracking is available
- Message preview
Use delivery status to identify rejected or invalid addresses. An open event indicates that the email client loaded tracking content; it does not prove that the recipient read every part of the message.