The screen displayed in Auxo Workshop when sending emails provides a familiar look and feel, no matter where you open it from. Whether it's the Email Invoice screen when viewing an invoice, the invoice list, or emailing a reminder from the reminders list, you'll find it easy to navigate.

In the top left, you'll find the Recipients list. This is typically prepopulated with the relevant recipient based on the screen you opened the Send Email screen from. For example, if you opened the Send Email screen by selecting to Email Invoice when viewing an invoice, the recipient will be the customer on the invoice.

Below the Recipients list is the Category dropdown selection box. Here, you can select which category of Communication Templates to choose from. The categories displayed will only be those relevant to the screen you opened the Send Email screen from.

Read more about Communication Templates in this article.

With your appropriate Category selected, you can now select from the Communication Templates displayed to prepopulate your email.

Moving on to the right side of the Send Email screen, you'll see a preview of the email to be sent.

Merge fields are placeholders that start with an @ symbol (e.g., @make, @model) and are automatically populated with specific information for the customer, job, or invoice being sent.

For example, the merge field @customername indicates that the customer's name will be inserted in that spot. If the subject line is "Invoice for @customername" and the invoice is for John Smith, the actual email the customer receives will have the subject line "Invoice for John Smith."

Merge fields are particularly useful when sending emails in bulk, such as sending reminders, as they personalise each email for your customer.

At the top of the preview is the Subject Line of the email to be sent. Any values in the subject field that start with an @ symbol indicate merge fields that will be populated with specific information for the customer, job, or invoice being sent.

Directly below the subject line is an option to attach files. This can be useful for attaching images to invoices or estimates, or attaching other supporting documentation like brake tests or terms and conditions etc.

Please take note of the limitations for file attachments:

The body of the email is prepopulated based on the chosen template. However, you can edit the body of the email before sending, including the text shown and adding or editing any merge fields.

Lastly in the bottom right you have the Cancel and Send buttons. Clicking Send will proceed to send the email(s).