How do I cc a job on an email?

1. Open the job, go to Documents and choose Correspondence. The address is at the top, under CC this job on your emails. It is also on the job details, if you are there to set up the job.
2. Copy the address, or press Send it to your phone if your browser offers it.
3. The address starts with your job number and your business, so you know the job when you see it in a CC line. The long run of letters and numbers after that decides where the email goes.
4. That part is long on purpose. Anyone could guess a name from the site sign, and then anyone could write onto your job.
5. The front part is only a label. It never changes after the address is made, even if you later edit the job number or your business name. If it changed, everything that already CCs the old address would seem to point somewhere else.
6. Save the address in your phone contacts under the job number. Then a CC takes two presses, not a search. That is the difference between doing it every time and doing it when you remember.
7. From then on, put it in the CC line whenever you write to the builder about that job. You work the way you always did, and the record builds itself. That is the whole point: nobody keeps a record on purpose.
8. Forward the builder's own emails to the same address when they send something worth keeping. It is the same address with the same result, and there is nothing to sign in to.
9. The email appears on Documents under Correspondence, on one line. The line shows the subject, who the message says it came from, the day it reached YourCA, what came with it, and where it went.
10. Anything nobody dealt with has the chip Waiting on you. A back and forth shows as one exchange. The Dash counts anything still waiting on you.
11. Press the row, and YourCA reads the message properly, at that moment. It gives you one sentence that says what the email seems to want done, and the words in the message that it read.
12. Nothing is filed for you, and nothing goes back to the sender.
13. Press the button beside it. The form of the right register opens on the same page, already filled in from what YourCA read. The exact words behind every value show underneath.
14. Change anything you like. Fill in anything it left blank. Then press once.
15. The record goes on that register by the same route its own form always used. YourCA files the email against the record it created, so a year later each one points to the other.
16. Sometimes you must pick the record rather than create it: which claim a payment schedule answers, or which order a delivery is for. The form still fills in, and takes you to that tab with everything in it. Nothing is written on the way, and the press is on that tab.
17. When the email asks you to price something, the panel asks you to choose before it writes anything: a variation on this contract, or a new quote of its own.
18. The words are the same either way, so only you know which is right. If you switch between them, what YourCA read comes across.
19. One email often wants two things done: a direction and the delay it caused, or a remittance and a note for the diary. Each one is its own press.
20. Pressing one does not lose the other. The row offers what is left and names, by number, what it already recorded, even after you filed the email. The second half is still there to do the next morning.
21. If the email belongs on no register, such as a duplicate or something the builder sent to everyone, press File for record and leave the box empty. It stops waiting on you without saying it fed a record. It stays on the job with its date and its attachments.
22. An email that no register wants can still carry a file: a certificate, a manual or a letter as a PDF. Such emails are on the Files to keep view of the Correspondence list, one row per email, with its files named.
23. Press Keep in Files on the row to put the files in this job's Files. Or open the row and press Add to O&M to put them on the handover pack against the row you pick. Either one files the email for the record and says where its files went.
24. Export the register, on the row with the search box, writes what arrived and when as a PDF, a Word document or an Excel workbook.
25. It lists every email with the day it reached the job, who it said it came from, what came with it and where it was filed. Then it lists the transmittals received and sent. Your own device makes the file, and nothing is sent anywhere.
26. If you cannot deal with it now, press Add to my list. It puts the task on Your action items, with this job on it.
27. On a desk, open that list from Action items in the menu down the left. On a phone, open it from your account.
28. The email stays where it is, still waiting, because it still needs action. Nothing is recorded on the job, and nothing goes back to the sender.