Add a test email
Stands in for a forwarded enquiry. It becomes a Hire tile straight away and Claude fills in what it can.
Settings
Tile colours
Set how long each column waits before its tiles turn amber and then red. Tiles are green when new, and urgent tiles are always red. Hire follow-ups are coloured by their due date instead (see below).
Quote follow-ups
When a quote is sent, a Hire follow-up tile is created and falls due after this many days. It is green before the due date, amber on the day and red once overdue. The due date on each tile can be changed.
days
Follow-up email wording. Used when staff press “Send follow-up email”. You can use {name}, {event}, {proj} and {sender}. Staff can edit each email before it goes.
More options for customers and email will appear here as we add them.
1. What type of work is this?
Pick one. The fields below change to match.
