In Sera, a user can send automated system emails and manual emails to additional recipients by service address. Users can add additional email recipients at the admin level or the tech app, and customers can designate additional contact recipients to their accounts within the customer portal.
Adding additional email recipients at the admin level
To add additional email recipients at the admin level, navigate to the customer's account. When editing an existing address or adding a new address, a user has the ability to enable additional communication. Add the contact's email and phone number for the address and click Save. A user can add multiple emails to the address which will also receive emails from the system. A user can also disable additional email recipients by turning the toggle off. This will not delete the data entered.
Manually adding additional email recipients during quote/ invoice at the admin level
When emailing a selected quote or invoice, admin users will have the option to manually enter additional recipients if the quote or invoice needs to go to a specific email address. After selecting the Email button, users will have the ability to choose existing emails or enter additional ones by selecting the Add Email button. Adding additional recipients this way will not save the email to the customer's account. If the email should be saved, the additional email should be entered on the location card.
Adding additional email recipients at the tech level
When emailing invoices or quotes on the technician level, technicians have the capability to email contacts on file or add additional recipients. Adding additional recipients will not save the email to the customer's account. Select the three-dot action menu next to the quote that needs to go to the customer. Select email. The Primary email on the customer record will always display first followed by any contacts created for the service address. These will be checked by default, but the technician will have the ability to uncheck to control which email goes to which contact.
Adding additional email recipients in the customer portal
To add an additional contact at the address level to receive communications, customers will need to log into their customer portal. When creating or editing a new address in their profile section, customers can toggle additional email communications.
Add the contact's email and phone number for the address, and click on Update Address. Additional emails can also be added to the address.