Use the project email template
Send project updates with client portal, variation and handover sign-off options.
Notifications, Email Templates and Communications
Use the project email template
Use project email templates when sending clients updates, portal links, variation requests or handover sign-off messages.
Project email options
The project email modal can use saved templates and lets you review the recipient, subject and message before sending. You can include a client portal link, and Fencify can prepare variation request or handover sign-off wording when those actions apply to the project.
Project placeholders to use carefully
Project templates can use client name, client contact details, project name, address, suburb, contract amount, portal link, action block and company name. The action block is useful when the message includes a specific client action.
Sending the project email
- Open the project record.
- Open the send email option.
- Select a saved project template if it fits the message.
- Check the recipient, subject and body.
- Select any included action links that apply.
- Send the email to the client.