How to use the dispatch function
Did you know Uptick can send out reports, quotes, invoices, dynamic forms and even task documents at the click of one button, to all the correct people? This is called our Dispatch function.
From any task page, click "Dispatch to Client".
Select the items you'd like to send and click dispatch, as easy as that. Uptick will know if you've specified only certain people to receive quotes or invoices, and split them up for you automatically.
Helpful Tip: The emails and contacts that are sent correspondence via this function are determined by the client, property contacts and billing card. Make sure these are setup correctly to ensure the correct person is getting the correct emails. More on this in the video above.
Why has my dispatch failed?
Several factors can cause dispatch failures in Uptick, such as mismatched or missing email configurations and client information updates.
Failed Dispatches: These can be seen via the dispatch page from the task list. It is important to remember tasks that fail will typically not archive so you should see them lingering on the task list as well, typically in completed status. ## Common Reasons for Dispatch Failures
The client email is not configured or mismatched.
There is no email address attached to the client.
The client information on a task was recently updated, leading to referencing issues.
Ensuring Prerequisites for Successful Dispatch
Before attempting to dispatch:
Verify the client has a Primary Email Address configured.
Double-check the task details to ensure the correct client is assigned and the email address field is populated.
If a dispatch fails, it will list why it failed on the screen on the right hand side. For instance, a missing or incorrectly assigned email address frequently causes failures. Ensure the proper email address is populated in the dispatch screen or client configuration.
Tips and Best Practices
Always ensure the client information is correct before attempting dispatch.
Keep email contacts up-to-date for smoother operations.
Document any recurring issues to streamline troubleshooting.
Once you've fixed the originating issue, click 'Retry from start' to refresh the dispatch to start again. If another error comes up, just keep following the logs of why it has failed, fix the problem and click retry from start again.
Happy Dispatching!
FAQs
Why are my documents not sending as part of a Dispatch?
When sending documents as part of a Dispatch, there's a limit of 10MB per file.
Files over this size will need to be viewed in the Dispatch Portal - but be assured that your email will send to the customer, without the attachment on the email itself.
This limitation is imposed to ensure all email inboxes will receive the original information, as some email providers automatically mark large attachments as spam or junk.
