Gmail
Gmail for job correspondence
Turn the specific email you share into a reply, estimate check or document request without opening unrelated mail.
Answer an inquiry
Forward the actual job request so CrewBuddy can draft useful scope questions and a next step in the customer’s language. Start with Answer an inquiry.
Check the latest thread
Compare the supplied estimate thread with your action list before preparing another nudge. Read dates and quote versions. Start with Check the latest thread.
Request documents privately
Draft a request pointing to the bookkeeper’s approved route. A status-only list is enough; completed forms need not enter chat. Start with Request documents privately.
What you provide
Forward only the needed thread and attachments for file-based work. Mailbox access, if chosen, requires your Google sign-in and agreed permissions during private setup. Gmail delegation is a separate Google feature with broad read, send and delete access; it is not automatically enabled for CrewBuddy.
Limits to know
Forwarded mail does not provide live inbox access or sending rights. We confirm mailbox actions during setup. A reply draft may omit later messages, so inspect the current thread before sending. Never forward a password reset or unrelated private mail for convenience.
Sources: Gmail: delegation
Setup in 3 steps
Turn the specific email you share into a reply, estimate check or document request without opening unrelated mail.
- Choose forwarding or reviewed mailbox access.
- Agree which threads and actions are in scope.
- Test one fictional or low-sensitivity message and inspect the draft.