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Send emails

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Send Email Feature

A well put together message with the same look and feel as all other emails from the software will impress your customers.

If you have questions about the project or need to explain why it was declined, use the Send Email action to send your message through Project 2 Payment.

Where to find Send Email

You can send emails to customers from a number of areas in the software.

  • Customers: Open any customer and click the email icon to the right of the click the Send Email action at the top of the page or simply click the email icon to the right of the customer's email address to start a message.
  • Estimates: Open any estimate and click the email icon to the right of the customer's email address to start a message.
  • Projects: Open any project and click the email icon to the right of the click the Send Email action at the top of the page or simply click the email icon to the right of the customer's email address to start a message.

Email Storage

Please note that outgoing messages are not saved in Project 2 Payment and, if the customer replies, the message is sent to the business email address affiliated with your account. 

Click to call or text (mobile app only)

If you are using the mobile app for iOS or Android, you will see text and call buttons next to the customer's phone number anywhere it appears in the app. When you tap either button, it will open your mobile devices phone or messaging app so you can place a call or send a text to your customer. Calls and texts are not made through Project 2 Payment.