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How To Send Work Order Report To Your Client Automatically

  1. Go to **Company Settings**, and when you add or update a **Custom Status**, be sure to check this box.
    Screenshot 2026-08-27 at 9.51.55 AM
  2. Open the **Service** and make your edits. Then scroll down and be sure to check this box. 
    Screenshot 2026-08-27 at 9.54.51 AM

  3. When adding a **Client Contact**, be sure to check this box.
    Screenshot 2026-08-27 at 9.52.52 AM
  4. Once the **Work Order Custom Status** is updated, and if the **Work Order report** option is selected for that status, the **Work Order report** will automatically be sent to the **Client Contact**. From the email, the **Client Contact** can scroll down to view the pictures and any **Custom Forms**.
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