{"id":9314,"date":"2022-12-23T15:37:35","date_gmt":"2022-12-23T15:37:35","guid":{"rendered":"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/?page_id=9314"},"modified":"2023-01-02T19:51:21","modified_gmt":"2023-01-02T19:51:21","slug":"contractor-help-files-insulation-emailing-html","status":"publish","type":"page","link":"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/contractor-help-files-insulation-emailing-html\/","title":{"rendered":"Email and Allpro Insulator"},"content":{"rendered":"<div class=\"boldgrid-section color1-background-color color-1-text-contrast bg-background-color\">\n<div class=\"container\">\n<div class=\"row gridblock\" style=\"padding-bottom: 0px; padding-top: 0px;\">\n<div class=\"col-md-6 col-xs-12 col-sm-12 col-lg-6\">\n<h2 class=\"\" style=\"padding: 0.6em;\">Email and Allpro Insulator<\/h2>\n<\/div>\n<div class=\"col-md-1 col-sm-12 col-xs-12 col-lg-1\"><\/div>\n<div class=\"col-md-5 col-sm-12 col-xs-12 col-lg-5\">\n<p class=\"\">&nbsp;<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"boldgrid-section color3-background-color color-3-text-contrast bg-background-color\">\n<div class=\"container\">\n<div class=\"row gridblock\" style=\"padding-bottom: 0px;\">\n<div class=\"col-md-12 col-margin-bottom text-center col-xs-12 col-sm-12 col-lg-12\">\n<p class=\"\" style=\"text-align: left;\">Email is an integral part of communication for any modern business, and the insulation industry is no exception.&nbsp; That\u2019s why we\u2019ve made email correspondence a central part of Allpro Insulator, from Outlook integration to message templates, progress alerts, and even automated follow up messages.&nbsp; Because email interacts with so many different functions in the program, this help page is intended to provide a centralized reference to help sort it all out.&nbsp; Links to related help pages are provided throughout this page.&nbsp; Keep reading for more information or click one of the links below to skip to that topic:<\/p>\n<table width=\"464\">\n<tbody>\n<tr>\n<td class=\"\" width=\"464\"><span style=\"text-decoration: underline; color: #0000ff;\"><a class=\"\" style=\"color: #0000ff;\" href=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/contractor-help-files-insulation-emailing-html\/#settings\"><em><strong>Email Settings in User Preferences<\/strong><\/em><\/a><\/span><\/td>\n<\/tr>\n<tr>\n<td class=\"\"><span style=\"text-decoration: underline; color: #0000ff;\"><a style=\"color: #0000ff;\" href=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/contractor-help-files-insulation-emailing-html\/#contacts\"><em><strong class=\"\">Email Contact Info and How It&#8217;s Used<\/strong><\/em><\/a><\/span><\/td>\n<\/tr>\n<tr>\n<td class=\"\"><span style=\"text-decoration: underline; color: #0000ff;\"><a style=\"color: #0000ff;\" href=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/contractor-help-files-insulation-emailing-html\/#sendmail\"><em><strong class=\"\">Sending Mail from Allpro Insulator<\/strong><\/em><\/a><\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p class=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9318\" src=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/outlook-integration.png\" alt=\"\" width=\"200\" height=\"200\" srcset=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/outlook-integration.png 200w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/outlook-integration-150x150.png 150w\" sizes=\"(max-width: 200px) 100vw, 200px\" \/><\/p>\n<h5 class=\"\" style=\"text-align: left; padding-left: 40px;\"><strong>Recommended Email Client<\/strong><\/h5>\n<p class=\"\" style=\"text-align: left; padding-left: 40px;\">We recommend using Microsoft Outlook for emailing from Allpro insulator. &nbsp;Our built-in integration makes email communication a snap, here are a few key reasons we recommend Microsoft Outlook:<\/p>\n<ul class=\"\">\n<li style=\"list-style-type: none;\">\n<ul class=\"\" style=\"text-align: left;\">\n<li>Many of our customers still use public email services, like Outlook.com, Gmail, Yahoo, and so forth. To combat spam, public email services have been restricting or eliminating \u201caccess by third party apps\u201d, including Allpro Insulator.&nbsp; Using Microsoft Outlook sidesteps this issue.<\/li>\n<li>No need to manually export and attach your proposal, with Outlook integration Insulator does the work for you. You can even compose templates to insert the subject and body of the email in your Outlook message.<\/li>\n<li>Microsoft Outlook provides advanced email options, including rigorous spelling and grammar checks, advanced formatting options, and a host of other features.<\/li>\n<li>Aging SMTP protocols required for direct mail from Allpro Insulator are no longer an option with many email service providers or require advanced setup through the service provider.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"\" style=\"text-align: left; padding-left: 40px;\">Don\u2019t want to use Outlook?&nbsp; You can send your message through a general account managed by us with the \u201cDirect (Allpro Email): option.&nbsp; You won\u2019t receive email replies unless you supply a \u201cReply to\u201d address, though it is not required to <span style=\"text-decoration: underline;\">send<\/span> the message.&nbsp; We\u2019ll go over the Direct (Allpro Email) option later in this help page.<\/p>\n<p class=\"\">&nbsp;<\/p>\n<p class=\"\"><a id=\"Settings\" name=\"settings\"><\/a><\/p>\n<p class=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9320\" src=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/pref-grp-email.png\" alt=\"\" width=\"995\" height=\"592\" srcset=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/pref-grp-email.png 995w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/pref-grp-email-300x178.png 300w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/pref-grp-email-768x457.png 768w\" sizes=\"(max-width: 995px) 100vw, 995px\" \/><\/p>\n<h3 class=\"\" style=\"text-align: left;\">Email Settings in User Preferences<\/h3>\n<p class=\"\" style=\"text-align: left;\">To configure your desired outgoing email settings, start by opening User Preferences from near the top left of Allpro Insulator, then select the \u201cDisplay by Group Name\u201d radial.&nbsp; Expand the Email settings group by clicking the \u201c+\u201d next to \u201cPreference Group: Follow the instructions below as appropriate for your email services or click <span style=\"color: #0000ff;\"><a style=\"color: #0000ff;\" href=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/insulation-user-preferences.html#UPGEmail\">here<\/a><\/span> for more detailed help with User Preferences.&nbsp; If in doubt, consider using Microsoft Outlook<\/p>\n<h5 class=\"\" style=\"text-align: left; padding-left: 40px;\"><strong>Microsoft Outlook<\/strong><\/h5>\n<p class=\"\" style=\"text-align: left; padding-left: 40px;\">If emailing from Microsoft Outlook, select -Use Microsoft Outlook- from the dropdown in the SMTP Server field on User Preferences and click Close.&nbsp; Ensure Microsoft Outlook is open, licensed, and logged in to your email service, then select Email (MS Outlook) from the Document Action list on the Report Master to send the message using Outlook.&nbsp; The report (Estimate, Invoice, etc.) will be attached as a PDF document and the selected contact\u2019s email address will be entered in the To: field.<\/p>\n<h5 class=\"\" style=\"text-align: left; padding-left: 40px;\"><strong>Direct (SMTP)<\/strong><\/h5>\n<p class=\"\" style=\"text-align: left; padding-left: 40px;\">If using SMTP direct mail, enter your SMTP server, port, email address (username), and the password you use to log in to your email.&nbsp; Click Close when done entering your settings and select Direct (SMTP) from the Document Action list.&nbsp; When sending an email from Allpro Insulator, you will be presented with a basic text editor to compose your message in before it is sent.<\/p>\n<p class=\"\" style=\"text-align: left; padding-left: 40px;\">If your settings are correct but you are still unable to use SMTP mailing, contact your email service provider to see if SMTP service is available or requires additional configuration.&nbsp; If you are unsure of your SMTP server or port settings, contact your email service provider or check for the information online.<\/p>\n<h5 style=\"text-align: left; padding-left: 40px;\"><strong>Direct (Allpro Email)<\/strong><\/h5>\n<p class=\"\" style=\"text-align: left; padding-left: 40px;\">If you want us to send the email for you, select -Use Allpro Email- from the dropdown in the SMTP Server field.&nbsp; When sending an email, you will be presented with a basic text editor to compose your message in before it sent through our automated account.&nbsp; <strong>Note that you will not receive reply email messages from the recipient unless you specify a Reply To address, but you do not need an account of your own to send the message.&nbsp; Recipients may need to check their junk mail folder and\/or settings, as messages sent from our automated account may be filtered out of their inbox.<\/strong><\/p>\n<p class=\"\" style=\"text-align: left; padding-left: 40px;\">If you are using a webmail service or email client other than Outlook and are unable to utilize SMTP for outgoing mail, reports can still be manually exported and attached to messages.&nbsp; You will just have to perform each step yourself.<\/p>\n<h5 class=\"\" style=\"text-align: left; padding-left: 40px;\"><strong>Templates<\/strong><\/h5>\n<p class=\"\" style=\"text-align: left; padding-left: 40px;\">Email messages can be generated from templates created under <a href=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/insulation-user-preferences.html#EmailTemplates\"><span style=\"text-decoration: underline; color: #0000ff;\">User Preferences<\/span><\/a>, <a href=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/insulation-email-schedule-templates.html\/\"><span style=\"text-decoration: underline; color: #0000ff;\">Email Automation<\/span><\/a>, or <span style=\"text-decoration: underline;\"><span style=\"color: #0000ff; text-decoration: underline;\">Allpro Alerts<\/span><\/span>, removing the need to type the same messages over and over.&nbsp; When creating templates, you can insert data tags that will be replaced with specific customer and job information when the messages are sent.&nbsp; Templates under preferences can be used when emailing from Report Masters, Allpro Alerts templates are used when sending alerts after a trigger event, and Templates under email automation are used for the initial DSign message to the customer and any automated follow-ups.<\/p>\n<p class=\"\">&nbsp;<\/p>\n<p class=\"\"><a id=\"contacts\" name=\"contacts\"><\/a><\/p>\n<h3 class=\"\" style=\"text-align: left;\">Email Contact Info and How It&#8217;s Used<\/h3>\n<p class=\"\" style=\"text-align: left;\">There are a number of places to enter user and customer email addresses in Allpro Insulator, and several options for sending mail.&nbsp; It can be a bit overwhelming at first, so let\u2019s go over where you can enter email addresses, where they will (and won\u2019t) appear, and what they are used for.<\/p>\n<ul class=\"\">\n<li style=\"list-style-type: none;\">\n<ul class=\"\" style=\"text-align: left;\">\n<li>When creating new Software Users, you\u2019ll have the option to streamline this process for Software Users who will be set up as Sales Reps and Employees. This eliminates the need to enter the same address in multiple places.&nbsp; Click here for help with creating new Software Users<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"\">&nbsp;<\/p>\n<p class=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9326\" src=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/company-info-email.png\" alt=\"\" width=\"485\" height=\"296\" srcset=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/company-info-email.png 485w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/company-info-email-300x183.png 300w\" sizes=\"(max-width: 485px) 100vw, 485px\" \/><\/p>\n<h5 class=\"\" style=\"text-align: left; padding-left: 40px;\"><strong>Company Setup<\/strong><\/h5>\n<p class=\"\" style=\"text-align: left; padding-left: 40px;\">On the first tab of company setup, you will find Company Info.&nbsp; The email address entered here will be listed as a general contact account for the company on Estimates, Invoices, and DSign records.&nbsp; Click <a href=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/insulation-company-setup.html\"><span style=\"text-decoration: underline;\"><span style=\"color: #0000ff; text-decoration: underline;\">here<\/span><\/span><\/a> for more help with Company Setup.<\/p>\n<p class=\"\">&nbsp;<\/p>\n<p class=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9327\" src=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/pref-grp-email-2.png\" alt=\"\" width=\"951\" height=\"164\" srcset=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/pref-grp-email-2.png 951w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/pref-grp-email-2-300x52.png 300w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/pref-grp-email-2-768x132.png 768w\" sizes=\"(max-width: 951px) 100vw, 951px\" \/><\/p>\n<h5 class=\"\" style=\"text-align: left; padding-left: 40px;\"><strong>User Preferences<\/strong><\/h5>\n<p class=\"\" style=\"text-align: left; padding-left: 40px;\">This email address is used for Allpro Alerts notification messages sent to the software user.&nbsp; It will only appear on internal reports, not Estimates or Invoices.&nbsp; This email address is also used for the Allpro Insulator Resource Portal and the Allpro Insulator Web Portal.&nbsp; For more help with User Preferences, click <span style=\"color: #0000ff;\"><a style=\"color: #0000ff;\" href=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/insulation-user-preferences.html#UPGEmail\">here<\/a><\/span>.<\/p>\n<p class=\"\">&nbsp;<\/p>\n<p class=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-9328 size-large\" src=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/salesrep-email-1024x154.png\" alt=\"\" width=\"1024\" height=\"154\" srcset=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/salesrep-email-1024x154.png 1024w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/salesrep-email-300x45.png 300w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/salesrep-email-768x115.png 768w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/salesrep-email.png 1492w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h5 class=\"\" style=\"text-align: left; padding-left: 40px;\"><strong>Sales Reps<\/strong><\/h5>\n<p class=\"\" style=\"text-align: left; padding-left: 40px;\">Email addresses from the Sales Reps form are displayed in the Sales Rep section of Estimates, Invoices, and Dsign Records.&nbsp; They are also used for Allpro Alerts notification messages sent to the sales rep.&nbsp; For more help with Sales Reps, click <a href=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/insulation-sales-reps.html\/\"><span style=\"text-decoration: underline; color: #0000ff;\">here<\/span><\/a>.<\/p>\n<p class=\"\">&nbsp;<\/p>\n<p class=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9329\" src=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/Employees-email.png\" alt=\"\" width=\"1024\" height=\"176\" srcset=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/Employees-email.png 1024w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/Employees-email-300x52.png 300w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/Employees-email-768x132.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h5 class=\"\" style=\"text-align: left; padding-left: 40px;\"><strong>Employees<\/strong><\/h5>\n<p class=\"\" style=\"text-align: left; padding-left: 40px;\">Email addresses entered on the Employees form will only appear on internal reports and are not used for notifications or alerts.&nbsp; The entries are simply used to track employee contact information.&nbsp; For more help with Employees, click <a href=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/insulation-employees.html\/\"><span style=\"text-decoration: underline; color: #0000ff;\">here<\/span><\/a>.<\/p>\n<p class=\"\">&nbsp;<\/p>\n<h5 class=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9330\" src=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/customer-email.png\" alt=\"\" width=\"767\" height=\"202\" srcset=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/customer-email.png 767w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/customer-email-300x79.png 300w\" sizes=\"(max-width: 767px) 100vw, 767px\" \/><\/h5>\n<h5 class=\"\" style=\"text-align: left; padding-left: 40px;\"><strong>Customer<\/strong><\/h5>\n<p class=\"\" style=\"text-align: left; padding-left: 40px;\">Email addresses for the Customer are used for Allpro Alerts notifications and will appear on the customer information section of Estimates, Invoices and DSign records for the customer.&nbsp; They will be selectable when sending messages for related Jobs.&nbsp; They can be entered on the Customer form or in the Estimate Wizard when adding a new customer.&nbsp; For more help with the Customer form, click <a href=\"http:\/\/allproinsulationsoftware.com\/contractor-help-files\/insulation-customers.html\/\"><span style=\"text-decoration: underline; color: #0000ff;\">here<\/span><\/a>.<\/p>\n<p class=\"\">&nbsp;<\/p>\n<h5 class=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9331\" src=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/job-email.png\" alt=\"\" width=\"929\" height=\"253\" srcset=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/job-email.png 929w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/job-email-300x82.png 300w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/job-email-768x209.png 768w\" sizes=\"(max-width: 929px) 100vw, 929px\" \/><\/h5>\n<h5 class=\"\" style=\"text-align: left; padding-left: 40px;\"><strong>Job<\/strong><\/h5>\n<p class=\"\" style=\"text-align: left; padding-left: 40px;\">Email addresses entered under Job information will be used for Allpro Alerts notifications sent to the Job and will appear in the Job Information section of Estimates, Invoices and DSign records.&nbsp; They will be selectable when emailing messages related to the Job from Allpro Insulator.&nbsp; They can be entered on the customer form or in the Estimate Wizard.&nbsp; Job contact information can be managed from the Customer and Estimate forms or entered along with other job information in the Estimate Wizard.<\/p>\n<p>&nbsp;<\/p>\n<h5 class=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9332\" src=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/contacts-email.png\" alt=\"\" width=\"923\" height=\"153\" srcset=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/contacts-email.png 923w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/contacts-email-300x50.png 300w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/contacts-email-768x127.png 768w\" sizes=\"(max-width: 923px) 100vw, 923px\" \/><\/h5>\n<h5 class=\"\" style=\"text-align: left; padding-left: 40px;\"><strong>Contacts<\/strong><\/h5>\n<p class=\"\" style=\"text-align: left; padding-left: 40px;\">The Contacts tab of the Customer form allows you to include contact information for additional individuals related to the customer.&nbsp; For example, companies might have more than one foreman with whom you correspond.&nbsp; These contacts will be selectable when sending email correspondence related to the customer but can only be entered on the Customer form.&nbsp; For more help with the Customer form, click <a href=\"http:\/\/allproinsulationsoftware.com\/contractor-help-files\/insulation-customers.html\/\"><span style=\"text-decoration: underline; color: #0000ff;\">here<\/span><\/a>.<\/p>\n<p class=\"\">&nbsp;<\/p>\n<p class=\"\"><a id=\"sendmail\" name=\"sendmail\"><\/a><\/p>\n<h3 class=\"\" style=\"text-align: left;\"><strong>Sending Mail from Allpro Insulator<\/strong><\/h3>\n<p class=\"\" style=\"text-align: left;\">Email can be generated by a variety of functions in Allpro Insulator, and from different places. Some messages are internal, while others will be sent to customers or job contacts. We\u2019ll cover some of the basics and link to further information below.&nbsp;<\/p>\n<p class=\"\">&nbsp;<\/p>\n<p class=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9335\" src=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/report-master-e.png\" alt=\"\" width=\"666\" height=\"287\" srcset=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/report-master-e.png 666w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/report-master-e-300x129.png 300w\" sizes=\"(max-width: 666px) 100vw, 666px\" \/><\/p>\n<h5 class=\"\" style=\"text-align: left; padding-left: 40px;\"><strong>Report Masters<\/strong><\/h5>\n<p class=\"\" style=\"text-align: left; padding-left: 40px;\">Reports from any Report Master dialogue can be sent as an email attachment.&nbsp; Report Masters can be accessed from the Print menus found throughout the program. That includes Estimates, Invoices, Job Sheets, and Analytics.&nbsp; Virtually every form in the program has at least a couple of reports associated with it, and they can all be accessed from a Report Master.&nbsp; Simply select the appropriate email option from the Document Action section, which will vary somewhat depending on how your email is configured in preferences.&nbsp; For more information on Report Masters, click <a href=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/insulation-report-master.html\/\"><span style=\"text-decoration: underline; color: #0000ff;\">here<\/span><\/a>.<\/p>\n<p class=\"\">&nbsp;<\/p>\n<h5 class=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9336\" src=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/new-message.png\" alt=\"\" width=\"719\" height=\"173\" srcset=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/new-message.png 719w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/new-message-300x72.png 300w\" sizes=\"(max-width: 719px) 100vw, 719px\" \/><\/h5>\n<h5 class=\"\" style=\"text-align: left; padding-left: 40px;\"><strong>New Email Message<\/strong><\/h5>\n<p class=\"\" style=\"text-align: left; padding-left: 40px;\">The gray square button found to the right of email addresses throughout Allpro Insulator can be clicked to open a new email message with the address entered as the recipient.&nbsp; This can help eliminate typos when creating new email messages and provides a quick easy way to compose a new message.<\/p>\n<p class=\"\">&nbsp;<\/p>\n<h5 class=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9337\" src=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/send-dsign.png\" alt=\"\" width=\"670\" height=\"298\" srcset=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/send-dsign.png 670w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/send-dsign-300x133.png 300w\" sizes=\"(max-width: 670px) 100vw, 670px\" \/><\/h5>\n<h5 class=\"\" style=\"text-align: left; padding-left: 40px;\"><strong>DSign<\/strong><\/h5>\n<p class=\"\" style=\"text-align: left; padding-left: 40px;\">Estimates and Invoices can be sent as DSign messages using your preferred email method.&nbsp; DSign creates an online form the customer can use to approve a proposal or accept an invoice.&nbsp; You\u2019ll be notified of their decision right away when the customer makes a selection, and you have a digital record of their acceptance or rejection.&nbsp; Dsign can generate email two ways: the initial DSign message with the DSign link for the customer, and automated follow up messages.&nbsp; Unless you specifically configure follow up messages, none are sent.&nbsp; If the customer acts on the proposal, any scheduled follow up messages are cancelled.&nbsp; For more information on DSign, click <a href=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/dsign_help_v14-html\/\"><span style=\"text-decoration: underline; color: #0000ff;\">here<\/span><\/a>.<\/p>\n<p class=\"\" style=\"text-align: left; padding-left: 40px;\">DSign notification emails are generated automatically when the customer accepts or rejects the proposal, and a copy of the notifications is sent to both the sales rep and customer.&nbsp; The notification will specify if the proposal was accepted or rejected, as well any upgrades and\/or optional packages that were selected.<\/p>\n<p class=\"\" style=\"text-align: left; padding-left: 40px;\">If a user has created follow up messages and elected to schedule them when sending the DSign proposal, they will be sent according to the template created by the user.&nbsp; The messages will continue until all the messages in the template have been sent, the customer acts on the proposal, or they manually cancelled.<\/p>\n<p>&nbsp;<\/p>\n<h5 class=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9338\" src=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/alerts-email.png\" alt=\"\" width=\"765\" height=\"252\" srcset=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/alerts-email.png 765w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2022\/12\/alerts-email-300x99.png 300w\" sizes=\"(max-width: 765px) 100vw, 765px\" \/><\/h5>\n<h5 class=\"\" style=\"text-align: left; padding-left: 40px;\"><strong>Allpro Alerts<\/strong><\/h5>\n<p class=\"\" style=\"text-align: left; padding-left: 40px;\">Allpro Alerts can generate email notifications that are sent after a trigger event occurs in Allpro Insulator.&nbsp; Users can suppress the notifications on a case-by-case basis and modify the notification templates and recipients list to their liking.&nbsp; Like other email messages in Allpro Insulator, nothing is sent without the user\u2019s explicit approval.&nbsp; The notifications can be disabled altogether using the Wizard on the Allpro Alerts form, if desired. For more information on Allpro Alerts, click <span style=\"text-decoration: underline; color: #0000ff;\">here<\/span>.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"boldgrid-section bg-background-color color-3-text-contrast color3-background-color color2-border-color\" style=\"border-style: solid; border-width: 0px 0px 4.9px;\">\n<div class=\"container\"><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Email and Allpro Insulator &nbsp; Email is an integral part of communication for any modern business, and the insulation industry is no exception.&nbsp; That\u2019s why we\u2019ve made email correspondence a central part of Allpro Insulator, from Outlook integration to message templates, progress alerts, and even automated follow up messages.&nbsp; Because email interacts with so many [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-9314","page","type-page","status-publish"],"acf":[],"_links":{"self":[{"href":"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-json\/wp\/v2\/pages\/9314"}],"collection":[{"href":"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-json\/wp\/v2\/comments?post=9314"}],"version-history":[{"count":10,"href":"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-json\/wp\/v2\/pages\/9314\/revisions"}],"predecessor-version":[{"id":9334,"href":"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-json\/wp\/v2\/pages\/9314\/revisions\/9334"}],"wp:attachment":[{"href":"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-json\/wp\/v2\/media?parent=9314"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}