> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/administration/settings/set-up-job-summaries.md).

# Set up Job Summaries

The Job Summaries settings page turns Job Summaries on or off and sets what each new Job Summary shares by default. A Job Summary is the no-login recap link you send a customer after a visit — the share-out counterpart to the Customer Portal. Your team then sends individual summaries from each job; see [Send a Job Summary](/customers-and-work/jobs/send-a-job-summary.md).

Job Summaries do not control the direct **Send Report** action for inspection reports. That action emails one report PDF and is enabled separately with **Email inspection reports** under Settings -> Tasks -> Task Documents. A business can turn on either sharing method or both.

> **Where to find it:** Settings -> Customer Experience -> Job Summaries

## Turn Job Summaries on or off

Use **Enable Job Summaries** to turn the feature on for your business. When it's on, the defaults below are what every new summary starts from.

## Choose what's shown by default

The **Shown by default** list sets which sections a new Job Summary includes to start:

* Visit details
* Services performed
* Asset Groups
* Deficiencies
* Photos
* Property files
* Inspection report
* Work acknowledgment
* Parts & labor
* Unpaid invoices

Toggle any section on or off. For a new business every section starts on except Parts & labor. These are only defaults — whoever sends a summary can still turn individual sections on or off for that send before it goes out, and a section only appears when the job actually has that content.

## Customize the email

The **Email** section is the message that goes out with the share link. Essential wraps it in your branding — your logo, a **View job summary** button, and your contact details. Personalize the **Subject** and **Message** with Liquid variables such as `{{ customer.name }}`, `{{ visit_dates }}`, `{{ reference }}`, and `{{ record_url }}`.

**Save defaults** applies the toggle, the default sections, and the email together. It affects new records only — existing live links stay unchanged.

## Related guides

* [Send a Job Summary](/customers-and-work/jobs/send-a-job-summary.md)
* [Task Documents: send and attach supporting documents](/administration/settings/task-documents-send-and-attach-supporting-documents.md)
* [Download or email an inspection report](/field-operations/inspection-reports/download-or-email-an-inspection-report.md)
* [Enable or disable the Customer Portal for all customers](/administration/settings/enable-or-disable-the-customer-portal-for-all-customers.md)
* [What you can set up in Settings](/administration/settings/what-you-can-set-up-in-settings.md)


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