Email from Job Details
Open a job and use the customer communication control to access messaging. Select Email to compose a message for the customer associated with that job, without searching for their contact details separately.
CUSTOMER EMAIL COMMUNICATION
Keep Customers Informed Without Stepping Away from the Job
Send customers the information they need while the work is in front of you. FieldTask lets your team compose emails from customer conversations, access messaging from job details, and send On My Way notifications by email before arriving.
Give Customers Clear Updates with the Job Context Close at Hand
Whether you’re explaining a service detail or letting a customer know you’re heading over, start the message from your FieldTask workflow. Customer information, job references, and previous communications help your team write an informed update.
Email Composer
Write a custom message in the email composer. The composer displays the sender, recipient, subject, and message body, giving your team a place to prepare and review customer communication before sending.
Prefilled Recipient and Job Subject
Start an email with the customer’s saved email address already populated. A job-based subject also provides context for the message, including the job title and reference where available.
Messages Inbox and Search
Access customer conversations from the Messages inbox. Search by customer name to find a conversation, or switch between All and Unread to change which conversations appear before opening the customer’s Email tab.
SMS and Email History
Review earlier SMS and email entries within the customer conversation. Email entries display information such as the recipient, subject, timestamp, and message preview, helping your team check what has already been communicated.
On My Way Email Notifications
Notify customers by email when you’re heading to their job. Through On My Way, customize the arrival message and choose Email or both Email and SMS. You can also include a location pin showing your current location.
Help customers understand what happens next with an email sent from your team’s field workflow. Share a service update, explain an important detail, or let them know you’re on the way—with customer information and earlier messages within reach.
Help customers understand what happens next with an email sent from your team’s field workflow. Share a service update, explain an important detail, or let them know you’re on the way—with customer information and earlier messages within reach.
Frequently asked questions
What is FieldTask’s Email feature?
FieldTask’s Email feature lets your team compose and send customer emails from the mobile app. It connects email access with customer conversations and job details, supporting communication while your team works in the field.
How do I email a customer from a job?
Open the Job Details page and use the customer communication control to access email. In the recorded interface, select the Email tab and tap “Compose an email.” Write your message, review the details, and select Send.
Do I need to enter the customer’s email address each time?
The demonstrated composer automatically fills in the selected customer’s saved email address. Review the recipient before sending to make sure the message is addressed to the intended customer.
Does the email include a job-related subject?
Yes. The recording shows the composer opening with a subject based on the job. This gives the email context and helps identify the work the message concerns.
Can I review previous emails and text messages together?
Yes. The customer conversation displays earlier email and SMS entries with channel labels and timestamps. Email entries also show details such as the recipient, subject, and a message preview.
Can I send an On My Way notification by email?
Yes. Open the job, select On My Way, customize the message if needed, and choose Email as the delivery method. This lets you notify the customer before arriving at their job site.
Can technicians email customers for jobs booked through HighLevel?
Yes. When appointment syncing is enabled, HighLevel appointments can become FieldTask jobs. Technicians can open the job in the FieldTask mobile app and access customer email from Job Details.
Can On My Way send both an email and a text message?
Yes. On My Way offers Text Message, Email, and Both as delivery options. Choose Both when you want the arrival notification sent through email and SMS.
Can an On My Way email include my location?
Yes. The On My Way alert can include a location pin showing your current location. Review the location information and edit it if needed before sending the notification.
Can I email customers synced from HighLevel?
Yes. Sync your HighLevel contacts into FieldTask, then access email from the customer’s job. The email composer uses the customer’s saved email address, so you can prepare an update without entering their contact details again.
Do technicians need to open HighLevel to send a job update by email?
No. Technicians can compose and send customer emails directly from the FieldTask mobile app. They can access email while reviewing the customer’s job, keeping communication within their field workflow.