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.
An inbox is personal; the customer history belongs to the company
For project managers whose job history is trapped in personal inboxes.
1
Customer decisions are visible to only one employee.
2
Replies lose their job context.
3
Attachments are saved separately from the conversation.
4
A handoff requires forwarding months of email.
Make the job the home of the conversation
Write from the job
Choose job contacts, include attachments, and send without recreating addresses and context.
Thread the reply
Replies return to the conversation and remain associated with the job.
Keep the company memory
Authorized teammates can read the customer history even after responsibilities change.
Questions shops ask us
Can we send from our own mailbox?+
Yes. Connect Gmail or Microsoft 365 and mail goes out from your address and lands in your Sent folder. Without a connection, mail goes from a shared Woodsystems address and replies still come back to the job.
Do replies stay on the job?+
Yes. A customer's reply lands in the same thread on the job, whichever address it was sent to.
Can we see whether they opened it?+
Yes. Opens and link clicks are shown on the message.
What about mail that arrives in our inbox?+
Mail in a connected inbox is filed to the matching job automatically when the match is certain. Anything uncertain waits in your personal inbox for a decision.
Can we email estimates and invoices?+
Yes. Documents are sent from the job with the customer link, and the send is recorded on the document.
Who can read a job's email?+
Anyone with access to the job. Production users cannot; they never see the office side.