iRestore has recently integrated with Gmail, which will allow you to pull in your emails from Gmail into your iRestore, attach them to jobs, and even reply to them from within iRestore itself.
To set up your Gmail Account with iRestore, first go into your settings menu, and from there click the Gmail Setup button.
From there, the Gmail Authorization screen will appear, showing the current attached gmail addresses, who added the address, and when it was added. You will also see the current email that you are signed into on your account.
To Add a new Gmail Account, first select a user to be associated with the account from the drop down list, and then click the New Email Address button. This will open a window in your browser. From there, log into your Google Account. (As iRestore is still being Verified by Google, you will need to click on 'Advanced' link at the bottom in order to complete your sign in.)
Once you've authorized iRestore to have access to your Gmail account, you will be taken to our homepage at irestore.io. You will need to copy the url at the top of your browser, and paste it into the dialogue window in iRestore.
Click 'OK' and you will see your Gmail now appear in the list.
This Gmail Account will be set to your current Employee Login. You can see this on the Manager Level Employee Detail screen. You can also change to a different registered Gmail account that you have added. (Note: Each Employee will only be able to select from Email Addresses that they added into iRestore.)
Once these have been set, you can go into a job and click on the Gmail button at the top, opening the email screen.
From here you'll see all emails that are currently related to the job, as well as those the system has marked as possibly related to the job, due to matching the Job Email Address to one of the addresses found in the Emails.
To Download Emails, click on the Download Email popover button, select a date to start from, then click Download Emails. iRestore will pull in all of your emails from that date until the current date.
Once Emails are pulled in, they will either be set to the jobs that iRestore matches them to, or will appear in the Possibly Related list if they match to multiple jobs. In the case you don't see a particular email, you can click on the Full List button next to the download button to see a complete list of Emails that you have pulled, as well as the jobs they attached to.
Clicking on the Email will bring up a Detail page showing the Email information. From here you can Reply to the Email, Set the Job ID if none is set already, and if a Job ID is set on the Email, you will be able to create a Job Note from the Email text.
If the Email came with attached pictures or Documents, you can click on the Attachment, and have it added to the job pictures or Documents tabs on the Job Detail Page using the 'Add to Job' button.
Email's can also be composed within iRestore, and files and Job Documents can be attached as well.