From the Edit Job page you can click 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.
Top Tip š”
If you make changes to a job before sending the Consignment Note, there's no need to save the job first. Simply click Email Consignment Note and your updates will be saved automatically before the Consignment Note is sent.
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 š”
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 Before Sending
Before sending a Consignment Note, you can change the:
Recipient email address(es)
Email subject
Email message
These changes apply only to the email being sent and do not change the default Consignment Note email template.
The job details included in the email are 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.
Updating Job Information
If any of the job details are incorrect, update the information on the job itself.
The Consignment Note email uses the current job information when it is generated.
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
If you'd like to change the default Consignment Note email template, please contact the MyTrucking Support Team.
The Consignment Note email template cannot be edited or customised by users.
The Support Team can customise the template for you, including:
Adding or removing text
Adding or removing available job fields
Adjusting the content included in the email
This allows you to tailor the information your customers receive when Consignment Notes are emailed.
If you'd like the template changed, please contact Support and let us know what you'd like to appear in the Consignment Note email.
Note: Customisation is currently limited to text and available job fields. Logos, images, colours, and advanced formatting are not supported.
š” Contact the Support Team
Contact the MyTrucking 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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