Uptick

Dispatch reports, quotes, invoices and attachments to a client from a task, understand how dispatch works, and send bulk emails from the task list.

How to send emails to a client

Dispatch sends reports, invoices, defect quotes, forms and other task documents to a client in one action, drafting the emails, updating your accounting partner and closing the task.

Dispatching in Uptick

Everything about Emails and Correspondence

Teresa Bui

Web Best Practice - Emails & Correspondence

Web Best Practice - Dispatching, Emails & Correspondence

Uptick Academy

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