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The process of emailing a completed inspection report depends on your company settings in the Inspection Report Options in MobileTech Admin.

If the email is sent via the server:

• The email information (Email From Address, Subject, and Body) is static and cannot be changed.
• Only one report can be attached per email.

• The email is sent to a distribution list and selected location contacts if enabled. 

• The Source (sender) email address is defined on the Inspection Email Options page.

If the email is sent via the device:

• The device's email client opens with the email information populated, but this can be edited.
• Multiple reports can be attached per email as long as their inspection regarding entity corresponds to the same location.
• The technician's email is displayed as the Source (sender).

Server Sent Emails

With server sent emails, the inspection report is sent when you complete the appointment. email can be automatically created via the plugin or you can manually create the email.

Automatically Created Email

When a new appointment inspection report is created, the email is automatically generated when the appointment is completed.  This email is only automatically generated if the Inspection Email Options exist in MobileTech Admin.  The Inspection Email Options are inspection template specific, see Set up Email Options for an Inspection Report for more details.

You can also select location contacts to send the inspection report to when completing the appointment. The Inspection Report Emails form is accessed just like the Summary report emails form, during the appointment completion process after marking selecting the checkbox. The inspection report is sent to the selected location contacts, the technician, and to the distribution list.

Manually Created Email

When you manually create server sent email that includes the report, the email is sent when you sync your device.

1. Select Inspections and then select the view drop-down to show Email Reports.
2. Select the completed inspection record. 
3. Select Email. 
   • If you receive the message "No Report File exists for this Inspection. Please run and save Mobile Report". In the Inspection form select the Run Report  icon. In the Run Mobile Report window, select the menu icon and then select Save. Select the back icon to return to the Inspections list and continue with the steps below.
   • If the regarding entity is no longer on the device, a message displays asking if you want to fetch this from the server (yes/no). If you select Yes, you will need an internet/server connection to fetch the entity.
   • If more than one inspection report exists, select the appropriate report as you can only send one report at a time. 
4. If your company has the email recipients set up in MobileTech Admin, you can skip this step or on the Contact list, mark the contacts to receive the emailed report as an attachment. 
   • If you need to add a contact who is not on the list, select the Add  icon. Enter the email address and then select Save.
   • If you don't select a contact, the default "email to" address set up in MobileTech Admin will receive the report.
5. Select the Nexticon. 
6. The report is sent when the appointment the report is associated with is completeddevice is synced.

Client Sent Emails

1. Select Inspections and then select the view drop-down to show Email Reports.
2. Select the completed inspection record. 
3. Select Email.
   
   • If you receive the message "No Report File exists for this Inspection. Please run and save Mobile Report". In the Inspection form select the Run Report  icon. In the Run Mobile Report window, select the menu icon and then select Save. Select the back icon to return to the Inspections list and continue with the steps below.
   • If the regarding entity is no longer on the device, a message displays asking if you want to fetch this from the server (yes/no). If you select Yes, you will need an internet/server connection to fetch the entity.
4. A list of inspection reports available that are related to the same location is displayed. Select one or more reports to include with the email.  Only reports related to the same location can be included in the same email. If the Setup Option "UseServerMode" = True, then a Server Mode switch displays at the top of the page. You can access reports you created that are currently on the server (an internet connection is required).
5. Select the Email  icon and a list of location contacts displays.
6. On the Contact list, mark the contacts to receive the emailed report as an attachment. 
   • If you need to add a contact who is not on the list, select the Add  icon. Enter the email address and then select Save.
   • If you don't select a contact, you can still enter an Email To address when the new email editor opens via your device's client.
7. Select the Nexticon to open your device's email app. 
8. In your email app, the inspection report(s) are added as an attachment.
9. Manually send the email from your device's email app.