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Collated Job Documents, Including Invoices

Feature Request

I would like to request that on completion of a job, that all associated documents (invoices, reports, quotes/proposals, treatment certificates) get collated into one singular email.

This is becoming more and more of an issue with our commercial clients, and it is inefficient for me to be manually doing this for them.

Posted by Natalie ·
Status: Completed2 comments

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Comments2

  • Prue Wernicke

    Team•

    Mar 13

    An option that may help here is using JobLink. JobLink allows you to send clients a single link that contains all documents associated with the job, such as invoices, reports, quotes, proposals, and certificates. Instead of receiving multiple attachments, the client can access everything from the one place.

    This can help streamline communication and reduce the need to manually collate and send documents individually.

    If you’re not currently using JobLink and would like help setting it up or understanding how it works, our support team would be happy to assist.

  • Prue Wernicke

    Team•

    Oct 7, 2025

    Thank you for your suggestion regarding collating job documents into a single email for clients.

    We recommend using JobLink or the Client Portal to address this need. Both options allow your clients to access all associated documents such as invoices, reports, quotes/proposals, and treatment certificates in one central, secure location. This eliminates the need to manually send multiple attachments and ensures clients always have access to the most up-to-date information related to their jobs.

    By enabling JobLink or granting Client Portal access, you can streamline your communication and significantly reduce administrative overheads.