All articles

Services

Email the Vendor on a Job Stage

Send a quote-request / work-request email to the vendor assigned to a specific stage, with the job details pre-filled.

Email the Vendor on a Job Stage

Multi-vendor work orders fan out across vendors via the Job Stages card. When a stage has a vendor assigned, you can email that vendor directly from JewelTrak — no copy/paste from contacts. The send is logged to repair_messages so the work order’s communication history shows vendor outreach alongside customer messages.

How to send

  1. Open the work order. Switch to the Stages tab if not already there.
  2. Find the stage you want to send out. The Email Vendor button appears on the right side of any stage row that has a VendorID set.
  3. Click Email Vendor.

A modal opens with the body pre-filled:

  • To: the vendor’s email from contacts.EmailAddress (their record on /contacts/[id])
  • Subject: Work Order #001234 — [Stage Name]
  • Body: multi-line template with the WO#, stage name, stage type, item description, instructions, and expected return date (when set)
  • CC: blank — add comma-separated emails if needed

Edit any of these fields before sending. Click Send.

What gets logged

The send creates a repair_messages row with:

  • Channel: email
  • ToAddress: the vendor’s email
  • Subject + Body: as sent
  • ProviderId: Resend’s message ID for tracking in their dashboard
  • Status: sent (or failed with the error in ErrorMessage)
  • SentByUserId: you

If you have Job Automation enabled, the existing Message History card on the work order shows the message alongside customer-side communications.

When the vendor doesn’t have an email on file

The modal still opens but the To field is blank. Either:

  • Type the vendor’s email manually into the To field (one-off)
  • Or close the modal, open the vendor’s contact at /contacts/[id], add their email, and come back

Doesn’t transition status

Vendor email is informational only — it doesn’t move the stage’s Status. Use the stage’s own status field to mark sent / returned after the vendor confirms.

(This is different from the customer-side Send and Transition flow, which is gated behind Job Automation and does advance status. Vendor emails are universal — no flag-gating.)

See also

  • Repair Templates — per-status customer-side templated messages (Job Automation gated)
  • Job Stages — broader stages mechanism