Prepare your email settings
Set your sender details and signature before sending client messages.
Before you start
- Have access to the mailbox or provider you intend to connect.
- Know the sender name and reply address clients should see.
Step by step
Review the delivery method
Open Email settings and inspect the available delivery options and their connection status.
Connect if required
Follow the selected provider’s sign-in process. Return to the settings page and confirm the connection is ready.
Check sender and reply details
Use a recognisable business name and an address your team monitors.
Set the signature
Add your contact details and any supported signature image. Preview the result without repeating information already in your templates.
Check a message before sending
Open a quote or job email preview and check the recipient, subject, body and signature. Send a test only to an address you intend to contact.
What happens next
Client messages use the intended sender and signature.
Helpful tips
- Saving a template does not send an email. Sending from a quote or job is a separate action.
Troubleshooting
A message fails to send
Read the delivery error, check the connection and correct the cause before retrying.
The signature appears twice
Check whether the template already contains a signature as well as the automatic signature option.
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