The Send Email screen lets you compose and send emails to customers from within Auxo Workshop. It provides a consistent layout wherever you open it from, whether that is from a job, invoice, estimate, or reminder.
👥 Recipients List
In the top left, you'll find the Recipients field - 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.
You can add or remove email addresses to this field (maximum 10 email addresses).
You can click the CC and BCC buttons to reveal the CC and BCC fields where you can add up to 10 additional email addresses per field.
🗂️ Category
The Category dropdown filters the templates shown in the selection panel below it. In many cases this will be pre-selected based on the screen you opened the Send Email screen from. You can change the category if needed.
📖 For more information on creating and managing templates, see the How to Edit or Create a Communications Template article.
💬 Selecting a Template
The template panel displays the available email templates for the selected category. Each card shows a preview of the template content, including any merge fields already included.
Select a template card to load it into the preview panel on the right.
Select the Blank template to write your message from scratch without a starting template.
📧 Email Preview
Moving on to the right side of the Send Email screen, you'll see a preview of the email to be sent.
Subject Line
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.
Attach Files
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:
Maximum of 5 files can be attached.
File size should be less than 5MB.
Supported file types are .pdf, .jpeg, .png, .docx and .xlsx
Email Body
The message body is prepopulated based on the selected template. If you selected the Blank template, the body will be empty and you can write your message from scratch. You can edit the content at any time before sending, including adding or removing merge fields.
Send
When your message is ready, select Send. The sent message is recorded in the customer's Communication History.
⚠️ Important: Auxo Workshop has monthly limits on the number of emails that can be sent. To check how many emails you have remaining, visit Addons from the left navigation menu. Limits reset on the 1st of each month. If you reach your limit unexpectedly, please contact our support team.
🔀 Using Merge Fields
Merge fields are placeholders that start with an @ symbol, for example @Make or @CustomerFirstName. When the email is sent, each placeholder is automatically replaced with the actual value from the relevant job, vehicle, or customer record.
Merge fields can be inserted anywhere in the subject line or message body, whether you started from a template or a blank message. Position your cursor where you want the field and select from the available merge fields in the editor.
💡 Tip: If a merge field has no value to populate, for example the vehicle has no make recorded, that field will be blank in the sent email. Check that the relevant details are filled in on the customer and vehicle record before sending.
📖 For the full list of available merge fields, see the How to Edit or Create a Communications Template article.