How to setup your email account

When you first start service with Field Harmony, all messages to your customers including appointment reminders and invoices, and all communications with your technicians will be sent through Field Harmony's SMTP mail server.  

This means that your technicians and customers will see messages FROM: [e-mail] in their inbox.

We understand that the sudden appearance of such messages might confuse your employees and customers.  Therefore we have a feature which allows you to configure your own mail server inside Field Harmony.  Once configured, all communications will be sent from your SMTP server instead of ours, which should eliminate customer and employee confusion!

To get started - click the Options button from the menu:

And click the Email Settings accordion:

These fields correspond to fields that your SMTP provider will have documented on their site (probably on a FAQ).  You often find these settings inside your provider's portal after you are logged in.  

Many small businesses (ours included!) use Google Apps to run their office.  If your company email is hosted with Gmail, you can get all of these settings very easily and input them.

Here is an example (get your own email username and password of course!):

Gmail is now requiring 'App Specific Passwords'

see: https://support.google.com/accounts/answer/185833?hl=en

This means you will have to enable two part authentication first.   Two part authentication gmail will send you a text message code each time you log in from a 'new' device.

The process takes several steps and we've broken it down in two other wikis found here:

1. Enable 2-Step Verification: https://fieldharmony.zendesk.com/hc/en-us/articles/115000461267
   
2. Create App Specific Password: https://fieldharmony.zendesk.com/hc/en-us/articles/115000461847
   

As always - let us know if you need help!  We are happy to assist you!