From the Edit Job page you can click on the Email Consignment Note button:
This will open a window with the Job information.
If the job has files attached, you can choose which attachments to include by ticking them before sending.
Send To
Enter an email address manually, or select the Primary or Secondary email address from the Charge Client.
Available Email Addresses
The email address dropdown is populated from the email addresses stored against all clients involved in the job.
Top Tip đĄ
If your recipient would like the consignment note sent to multiple email addresses, you can:
Enter additional email addresses manually when sending the email, or
Suggest the recipient creates an email forwarding rule within their email system.
Editing the Email
You can edit any of the email content before sending.
The job information included in the email is generated from the Invoice Description Template configured for the product.
If the job has been completed using the Mobile App, the Driver Completed Date and Time will also be included.
Sent Confirmation
Once the email has been sent, a tick will appear on the button.
This indicates that the job details have already been emailed, making it easy for anyone viewing the job later to see that the information has been sent.
Customising Your Email Template
Want to customise the email template sent with your job details?
Get in touch with our team and we can tailor it to suit your business. We can make basic customisations such as:
Adding or removing text
Adding or removing available job fields
Adjusting the content included in the email
This allows you to ensure the email contains the information your customers expect to see.
Note: Customisation is currently limited to text and available job fields. Logos, images, colours, and advanced formatting are not supported.
đĄ Contact the Support Team and we'll be happy to discuss your requirements.
Need more help?
Reach out to our MyTrucking Experts from the Messenger or search for more Help Articles.
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