E-Mailing a Work Order

As an alternative to faxing a work order to the contractor, you may want to e-mail the work order instead.

To e-mail a work order:

  1. Open the work order that you want to e-mail.

  2. Choose E-mail from the Backlog menu

    OR

    Choose E-mail from the popup menu

    OR

    Click the E-Mail toolbar button.

  3. Pinnacle will display a window with the contractor's e-mail address. You can change the e-mail address if you wish.

You can also choose to send the e-mail as a different format than the default format selected in the Work Order Defaults window.  You can select either HTML, or PDF.  You will only be able to select the PDF option if your Pinnacle installation supports PDF files.

  1. Click the OK button.

    Pinnacle will send an e-mail to the specified e-mail address with the work order information as attachments.

Related Topics:

Work Order Module Defaults