Every business gets its own forwarding address, shown at the top of the app and in the setup checklist. It looks like yourbusiness@ followed by the app's jobs domain.
Screenshot to come: Top bar → Forward jobs to address with Copy button
Forward a request
- Open the install request in your email (the email from the print company or client, with any PO or install sheet attached).
- Forward it, as is, to your forwarding address.
- Within a minute or so a new job appears in Needs review on the dashboard and in Jobs.
The app reads the email and its attachments (PDFs and images) and fills in the client, site address, contact, dates, scope, PO number, line items and billing details it finds. Other file types (like .ai or .docx) are kept on the job but not read.
Who can forward
Only forwards from your account's allowed addresses are accepted. The email you signed up with is on the list. Anything else is kept aside and not processed, which stops strangers from creating jobs in your account. To forward from another inbox (for example a shared office address), use Send feedback in the menu and support will add it.
The first time you set up, send a test forward from the email you signed up with. The checklist shows We got it! when it arrives.
Review and accept
- Open the job from Needs review.
- Check each field against the original email (it's shown on the job).
- Fix anything that's wrong and press Accept. Or Discard job if it isn't real work.
Screenshot to come: Job in Needs review with Accept and Discard
Good to know
- Duplicates are ignored. Forwarding the same email twice creates one job.
- The company is filed by sender domain. Forwards from the same print company's domain land under the same company. Webmail senders (gmail.com and similar) don't create a company.
- If the app can't read it, the job is still created in review with the original email attached and a note saying it couldn't be read automatically. Fill the fields in by hand, or use Read email again.
- Large forwards. Very large attachments (more than a few MB in total) can be rejected by the mail service. Upload big files on the job instead.
- Work that didn't come by email: use + New job.