Shared Popups
Email Worksheet Popup
How to email a worksheet to your team with the Email Worksheet popup, and where to go to email customers instead.
The Email Worksheet popup emails a worksheet to someone in your team, or anyone else who needs it, with the worksheet attached as a PDF. Open a worksheet, then choose Send and Email Worksheet, or Email Worksheet in the three-dot menu in a narrow window. On a phone, it's Email worksheet under More.
To email or text customers, use the Message Customers Popup instead. It works from the jobs and customers you choose and fills in each message for them.
Who It Goes To
- From: the sender details Work Planner uses for this email. These come from the business email settings.
- Team member: choose someone in your team to send it to.
- To: or type one or more email addresses, separated by commas.
- BCC myself: sends a copy to you as well.
The Email
- Subject: starts as Worksheet and the worksheet’s name. It has to be filled in before you can preview or send.
- Message: starts with a short note saying the worksheet is attached. Change it as you like.
- The worksheet: attached as a PDF, laid out with your saved worksheet print settings.
Preview And Send
Preview shows the email as it will be sent. Once it’s sent, the email is recorded in Work > Communications so it can be found later.
Related articles
- Email Settings: the sender setup behind the From field.
- Communications: the page where new outbound email history is now visible alongside SMS.
- Print, Email and Message Actions: the other ways to get a worksheet out.
- Message Customers Popup: emailing and texting customers.