Email the Vendor on a Work Step
When a step in Job progress is assigned to an outside vendor, you can email that vendor straight from JewelTrak — no copy/paste from contacts. The send is logged on the work order, so its communication history shows vendor outreach alongside customer messages.
How to send
- Open the work order and find the step in the Job progress card.
- Click the step’s ⋯ button and choose Email vendor. It appears on the first step of a vendor’s run — if you’re sending them three consecutive steps, that’s one trip and one email, not three.
- A modal opens with the body pre-filled. Edit anything, then Send.
What’s pre-filled:
- To — the vendor’s email from their contact record
- Subject —
Work Order #001234 — [step name] - Body — the work order #, the item, every step in that vendor’s run, your instructions, and the due-back date when one is set
- CC — blank; add comma-separated addresses if needed
What gets logged
The send is recorded against the work order: the channel, the address it went to, the subject and body as sent, the provider’s message ID (so it’s traceable in Resend), whether it succeeded, and who sent it. The Messages panel shows it alongside customer-side communications.
When the vendor doesn’t have an email on file
The modal still opens with a blank To. Either type an address for this one send, or close the modal, add the email to the vendor’s contact record, and come back.
It doesn’t move the job
Vendor email is informational only — it doesn’t advance the step or the job’s status. Mark the step Done when the work actually comes back.
(That’s different from the customer-side Send and Transition flow, which does advance status.)
See also
- Job progress — where the steps live, and how adding / assigning / finishing works
- Repair Templates — per-status customer-side templated messages