Integration · Email
AvailableGmail
Customer email that comes from your shop's address and stays on the record.
Vlatrix sends outbound customer email through a connected Gmail account, so estimates, approval requests, status updates and invoices arrive from your own domain. Every message is logged against the customer and job.
What it does
Working with Gmail
Send from your address
Messages come from the shop's own Gmail account rather than a generic sender.
Template-driven
Shop-owned templates keep tone and content consistent across advisors.
Logged on the job
Sent messages appear in the communication history for the customer and work order.
Document delivery
Estimates, inspection reports and invoices are delivered as secure links.
Setup
How the connection is set up
- 1Connect the shop's Gmail account and grant send permission.
- 2Set the display name and reply-to address customers will see.
- 3Review and approve the message templates for your shop.
- 4Send a test estimate and invoice before going live.
FAQs
Questions about this integration
Keep reading
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