You can write a one-off email to a customer without leaving Run a Call. It goes out under your business name and is saved in the customer's conversation next to their texts, so everyone in the office can see what was said.

Who can do this

Owners, admins and dispatchers. The customer needs an email address on their profile.

Open the customer

Go to Contacts and open the customer.

Click their email address

Click the email address under the customer's name at the top of the profile. You can also open the Contacts tab and click the email on the Main contact row.

Customer profile header with the email address highlighted

Write the email

The Email {customer name} window opens with the address filled in.

FieldWhat to enter
SubjectWhat the email is about (up to 200 characters).
MessageYour email. Leave a blank line to start a new paragraph.

Email composer with Subject and Message fields

Send

Click Send email. The button stays disabled until both the subject and message are filled in. You'll see Email sent to {customer name}.

What the customer receives

  • The sender shows as {Your business name} via Run a Call.
  • Your business name and reply-to address are added automatically — you don't type a signature.
  • When the customer hits Reply, the reply goes to the email address in Settings → Business. If no business email is set, it goes to the email of the person who sent the message.
Note

Customer replies land in your email inbox, not in Run a Call. The email you sent is saved in the customer's conversation; the reply stays in your mailbox.

Where the email shows up

  • Conversations → Messages, in the customer's thread, as an email card with the subject.
  • The Communication tab on the customer's profile.

Automatic emails, such as appointment reminders, show up in the same thread, so the history with the customer is in one place.

Good to know

  • Email on a job page: the customer's email on a job opens your computer's own mail app instead, and that email isn't saved in Run a Call. To keep a record, email from the customer's profile.
  • No attachments in this window. Invoices and estimates are sent from the invoice or estimate itself.
  • Texts vs email: if the customer replied STOP to your texts, you can still email them.