Compose and Send Your First Email
Step-by-step guide to composing and sending an email from the JobsiteOn inbox, including recipients, formatting, and attachments.
Step-by-step guide to composing and sending an email from the JobsiteOn inbox, including recipients, formatting, and attachments.
This guide walks you through composing and sending your first email from the JobsiteOn inbox. You will learn how to open the compose window, select a recipient, write your message with formatting, attach files, and send the email.
By the end of this guide you will know how to:
Make sure you have completed these prerequisites:
Note: All emails you send from JobsiteOn come from your configured company email address, not from your personal email. This ensures a professional and consistent sender identity.
Navigate to the inbox by clicking the Inbox icon in the left sidebar. The inbox view shows your conversation list on the left and the selected conversation on the right.
If this is your first time opening the inbox and no conversations exist yet, you will see an empty state with a prompt to compose your first email.
Find the Compose button at the top of the inbox sidebar. It is typically displayed as a prominent button with a pen or plus icon.
Click this button to open the compose window. The compose window appears as a panel where you can enter all the details of your new email.
Tip: You can also start a new email from a contact's profile page. Navigate to the contact, and use the email action to open the compose window with the recipient pre-filled.
The To field is where you specify who will receive your email. You have two options:
Start typing a name, company name, or email address in the To field. JobsiteOn searches your contact database in real time and shows matching results in a dropdown.
Each search result shows:
Click a contact to select them as the recipient. Their name and email address will populate the To field.
If the recipient is not yet in your contacts, you can type their full email address directly into the To field and press Enter. JobsiteOn will send the email to that address even if no matching contact exists.
Note: When you send an email to an address that is not in your contact database, you will have the option to create a new contact from the conversation later.
You can add multiple recipients to a single email. After selecting the first recipient, continue searching or typing to add more. Each recipient appears as a tag in the To field that you can remove individually by clicking the X on the tag.
If you need to copy other people on the email, expand the CC and BCC fields. These work the same way as the To field -- search for contacts or type email addresses directly.
Click the Subject field and type a clear, descriptive subject line. The subject line is the first thing your recipient sees, so make it specific and relevant.
Good subject line examples:
Poor subject line examples:
Tip: A specific subject line helps both you and your customer find the conversation later when searching. It also becomes the conversation name in your inbox, so your team can scan and prioritize more effectively.
Click in the message body area and start writing. The rich text editor gives you several formatting options:
Use the toolbar above the editor to format your text:
Create organized content with:
Highlight text and click the link icon to add a hyperlink. This is useful for directing customers to:
Press Enter to start a new paragraph. Use short paragraphs and clear language. Business emails that are easy to scan get faster responses.
Here is an example of a well-structured email body:
Hi Sarah,
Thank you for reaching out about the fence repair at your property on Elm Street.
I have reviewed the photos you sent and here is what we recommend:
- Replace the three damaged panels on the east side
- Re-stain the entire fence to match the new panels
- Add a new post cap to the corner post
Our estimated cost is $1,200 and we can schedule the work for next Thursday.
Please let me know if you would like to proceed or if you have any questions.
Best regards,
Mike
Tip: Keep your emails concise and professional. Most customers prefer shorter emails that get to the point quickly. Use bullet points for lists of items instead of long paragraphs.
If you need to include files with your email, you can attach them in two ways:
Click the attachment icon (paperclip) in the editor toolbar. A file picker opens where you can select one or more files from your computer.
Drag files from your desktop or file explorer directly into the compose area. A drop zone indicator appears when you hover files over the editor.
JobsiteOn supports common business file types including:
Note: There is a file size limit per attachment. If you need to send very large files, consider using a file sharing service and including the link in your email body instead.
After adding attachments, they appear below the message body as file cards showing the file name, type, and size. You can remove an attachment by clicking the X on its card before sending.
Before you hit send, take a moment to review:
Tip: Read your email once from the customer's perspective. Does it answer their question? Does it include all the information they need to take the next step?
Click the Send button to dispatch your email. After sending:
The new conversation appears in your inbox list. You can open it to see the sent message and to reply when the customer responds.
Once the email is sent:
When the customer replies, their response appears in the same conversation thread automatically. See Reply to Customer Conversations for how to manage ongoing threads.
You do not always need to start from the inbox to compose an email. JobsiteOn lets you send emails from several places:
Open a contact's profile and click the email action. The compose window opens with the recipient pre-filled. This is the fastest way to reach out to a specific customer.
Some workflows let you send emails directly related to a job or quote. The compose window may pre-fill the subject and recipient based on the context.
Press C from the inbox view to open the compose window instantly without clicking the button.
This usually means one of the following:
The search looks at contact names, company names, and email addresses. If you cannot find someone:
Check these common causes:
JobsiteOn automatically saves your compose state while you are working. If you navigate away from the compose window, your draft is preserved. Return to the compose view to continue where you left off.
This feature is not currently available. Emails are sent immediately when you click the Send button. If you need to send a message at a specific time, set a reminder for yourself using the snooze feature on a conversation.
Yes. Type the full email address directly into the To field and press Enter. You do not need to create a contact record first. After the conversation is created, you can optionally link or create a contact from the conversation view.
The customer sees your configured company email address as the sender. They do not see individual team member email addresses. This keeps communication consistent and professional.
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