Team and company setup
Configure JobBuddy email delivery, sender details, and signatures
Choose JobBuddy or custom SMTP delivery, send a test, and produce consistent customer-facing email. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Company admin.
- Company-admin access
- valid custom SMTP details if selected
- permission to use the sender domain
- relevant estimate/invoice/contact email.
My Company → Company Settings (#/admin/company?tab=email) → Email
Configure JobBuddy email delivery, sender details, and signatures
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Open the workspace
In JobBuddy, go to My Company → Company Settings (#/admin/company?tab=email) → Email.
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Confirm access and starting state
Company-admin access; valid custom SMTP details if selected; permission to use the sender domain; relevant estimate/invoice/contact email.
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Complete the main setup
Review JobBuddy SMTP versus Custom SMTP, From and Reply-To behavior, test email, default signature, supported placeholders/images, save/test order, and safe troubleshooting without exposing credentials.
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Review the important choices
Use the related send and revoke guides for document-delivery steps.
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Verify the result
Choose JobBuddy or custom SMTP delivery, send a test, and produce consistent customer-facing email.
Expected result: Choose JobBuddy or custom SMTP delivery, send a test, and produce consistent customer-facing email.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Company-admin access; valid custom SMTP details if selected; permission to use the sender domain; relevant estimate/invoice/contact email.
The result is incomplete or unexpected.
Transport choice, SMTP credentials, sender identity, reply-to, signatures, placeholders, images, and downstream estimate/invoice actions all affect delivery.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Choose JobBuddy or custom SMTP delivery, send a test, and produce consistent customer-facing email.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.