STEP 01
Connect the mailbox
Use the supported company or personal mailbox connection and the sender’s configured signature.
Keep customer email on the job instead of in one person’s inbox
Keep the customer conversation readable when the job changes hands.
Why it matters
An inbox is personal; the customer history belongs to the company
For project managers whose job history is trapped in personal inboxes.
01
Customer decisions are visible to only one employee.
02
Replies lose their job context.
03
Attachments are saved separately from the conversation.
04
A handoff requires forwarding months of email.
How it works
Make the job the home of the conversation
STEP 02
Write from the job
Choose job contacts, include attachments, and send without recreating addresses and context.
STEP 03
Thread the reply
Replies return to the conversation and remain associated with the job.
STEP 04
Keep the company memory
Authorized teammates can read the customer history even after responsibilities change.
Questions buyers ask
Straight answers, before the demo.
Can users send from their own mailbox?+
Woodsystems supports connected mailbox options so messages can come from the appropriate sender rather than an unfamiliar system address.
Do replies stay on the job?+
Yes. The workflow is designed to thread or forward replies back to the relevant job conversation.
Can I send estimates and invoices by email?+
Yes. Customer documents can be sent from their job workflow with the relevant link or attachment.
See it in action