Email a Scope PDF to a Client

When to use this

• Bond cleans: agent asks for evidence of inclusions completion. Reply with the PDF rather than a 14-paragraph email.
• Strata: monthly proof-of-service to the strata manager (PICA, Bright & Duggan, etc.).
• Commercial contracts: quarterly evidence pack to the facility manager.
• Medical / healthcare: accreditation surveyor requests a 6-month evidence snapshot.

The email-PDF action handles the entire workflow without leaving the dashboard.

Step 1: Complete the scope items

On /dashboard/jobs/[id]/scope, work through the checklist:

• Tick items complete (or skip with a reason)
• Attach photo evidence per item (Before / After buttons capture directly from the camera)
• Add notes where context matters

The scope can be partial, the PDF generates whatever state the scope is in. But typically the operator emails after completion.

Step 2: Tap "Email PDF"

At the top of the scope page, next to PDF, tap Email PDF.

A popover opens with:

• Recipient email: the agent / facility manager / strata manager's email
• Optional message: your cover note, e.g., "Hi Sarah, please find the bond clean evidence attached. Happy to discuss any items via reply."

Step 3: Send

Tap Send. The action:

1. Fetches all the scope items + linked photo evidence
2. Generates a branded PDF in-process (same as the PDF download, single source of truth)
3. Photo thumbnails embedded inline (up to 2 per item; remaining show as a count chip)
4. Sends via the platform's Resend email infrastructure with the PDF as a 1-2MB attachment
5. Audit log records the send for compliance

The popover shows a success message and auto-closes after 2.5 seconds.

What the recipient sees

• From: your business name, with reply-to set to your business email
• Subject: "Scope-of-work summary, Job #XXX · Customer Name"
• Body: your optional message + a brief explanation of the PDF contents
• Attachment: branded PDF with header, status summary, per-zone items with status badges, embedded photo thumbnails

Tips

• Reply-to is your business email (not the platform). When the agent replies, it lands in your inbox.
• Idempotency: avoid clicking Send twice rapidly. The infrastructure has built-in retry but doesn't dedupe explicit re-sends from the operator side.
• Multi-recipient: send to one recipient per action, copy-paste BCC isn't supported in this flow. For multi-stakeholder distributions, send once per recipient (the audit log keeps a clean per-send record).
• Email-not-configured fallback: if Resend isn't set up on your tenant, the action returns "Email not configured", use PDF instead and attach manually in your email client.