> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hiveinspect.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Send an Email by Hand with Compose Email

> Send a one-off email from Hive Inspect with Compose Email: pick recipients, an inspection and one of your automation templates, fill in placeholders, attach files, preview, and catch up on messages you forgot to automate.

<p className="hive-locator">In the dashboard: open an inspection, then <strong>Quick Actions → Automations → Compose Email</strong>. Or <strong>Automations → Compose</strong> for an email that isn't about one inspection.</p>

**Compose Email** sends an email you write yourself, right now, from your company's email address. You can start from one of your automation emails, fill in placeholders such as the payment link or the inspection date, add attachments and check a preview before you send.

<img src="https://mintcdn.com/hiveinspect-43c85ed1/MqU7X9T88f1ZSLrk/images/how-tos/compose-email-ready.png?fit=max&auto=format&n=MqU7X9T88f1ZSLrk&q=85&s=4d18199dc278d7f2089dcfa6d12108a6" alt="The Compose Email page. On the left: To Jordan Taylor, the Contacts on this inspection box with Jordan Taylor (added), Morgan Lee and Dana Kim, CC sam.taylor@example.com, Inspection 1420 Maple Avenue, Springfield, IL 62704, Email Template Inspection Confirmation - Client, a Subject with {{{property_address}}}, the Email Body with placeholders, and an attachment Pre-Inspection Checklist.pdf. On the right: the Email Preview with seven placeholders replaced, the filled-in subject and message, and the attachment. Footer: Sending to 1 recipient, 1 CC, 1 attachment, with Cancel and Send Email buttons" width="2540" height="3504" data-path="images/how-tos/compose-email-ready.png" />

## When to use Compose Email

* **You didn't set up automations before booking.** Automations you add later don't send messages for things that already happened, such as the booking confirmation. Send those by hand. See [Catch up after setting up automations late](#catch-up-after-setting-up-automations-late).
* **A one-off message** such as gate codes, parking, a change of plan or an answer to a question, sent from Hive so it's saved with the inspection.
* **Sending a link again** such as the agreement, payment or report link, with a personal note.
* **Different wording for one client.** Cancel the automated message on that inspection and send your own.
* **Contacts who aren't on any inspection**, for example every agent with a certain tag.

To send an automated message again exactly as it was, use **Send Again** on the inspection's [Automation History](/how-tos/automation-history#send-a-message-again-send-again) instead.

## Open Compose Email

<Tabs>
  <Tab title="For an inspection">
    1. Open the inspection and click **Automations** in the **Quick Actions** card (or, on the **Inspections** page, **⋮ → Automations**).
    2. Click **Compose Email** at the top right of the **Automation History** page.

    <img src="https://mintcdn.com/hiveinspect-43c85ed1/MqU7X9T88f1ZSLrk/images/how-tos/automation-history-header.png?fit=max&auto=format&n=MqU7X9T88f1ZSLrk&q=85&s=ca1777a1ee0065ddaa750ed33337179b" alt="The top of the Automation History page for 1420 Maple Avenue, Springfield, IL 62704 with Compose Email and Delete All Automations buttons at the top right" width="2558" height="190" data-path="images/how-tos/automation-history-header.png" />

    The inspection is already selected, and its contacts are offered under **Contacts on this inspection**.
  </Tab>

  <Tab title="Not about one inspection">
    Go to [Automations](https://dashboard.hiveinspect.com/dashboard/automations) and click **Compose** at the top.

    <img src="https://mintcdn.com/hiveinspect-43c85ed1/7s5G_63ww9u3Gx-a/images/how-tos/automation-starter-browse.png?fit=max&auto=format&n=7s5G_63ww9u3Gx-a&q=85&s=ab0e8753e63b1df6784f9e78aa53869b" alt="The top of the Automations page with four buttons on the right: Dedicated Number, Compose, Browse and a blue Create button" width="1600" height="149" data-path="images/how-tos/automation-starter-browse.png" />

    No inspection is selected. You can still pick one on the page.
  </Tab>
</Tabs>

<img src="https://mintcdn.com/hiveinspect-43c85ed1/MqU7X9T88f1ZSLrk/images/how-tos/compose-email-start.png?fit=max&auto=format&n=MqU7X9T88f1ZSLrk&q=85&s=a1c0a00cc6df08416213f19c5728966a" alt="Compose Email opened from an inspection: an empty To field, Contacts on this inspection with Jordan Taylor (Customer), Morgan Lee (Buyer Agent) and Dana Kim (Listing Agent) and an Add all button, Add CC/BCC, Inspection set to 1420 Maple Avenue, Springfield, IL 62704, Oct 22, 2026 at 10:00 AM, an empty Email Template field, and on the right an empty Email Preview" width="2536" height="1800" data-path="images/how-tos/compose-email-start.png" />

## Write and send the email

<Steps titleSize="h3">
  <Step title="Add who it goes to">
    **To** is the only recipient field you must fill. Add people in any of these ways:

    * **Contacts on this inspection:** click a name to add it, or **Add all**. Added names turn green with a tick. This box shows only when an inspection is selected.

    * **Search your contacts:** type at least two letters of a name or email, then click the contact.

          <img src="https://mintcdn.com/hiveinspect-43c85ed1/MqU7X9T88f1ZSLrk/images/how-tos/compose-email-to-search.png?fit=max&auto=format&n=MqU7X9T88f1ZSLrk&q=85&s=57c5d55fa00e0a9f224d36c79188f5c5" width="560" alt="The To field with lee typed and two matching contacts below: Morgan Lee, morgan.lee@example.com, and Riley Leeds, riley.leeds@example.com" data-path="images/how-tos/compose-email-to-search.png" />

    * **Everyone with a tag:** type part of a contact tag's name and click it under **Add all contacts with tag**. Every contact with that tag who has an email address is added, shown in purple.

          <img src="https://mintcdn.com/hiveinspect-43c85ed1/MqU7X9T88f1ZSLrk/images/how-tos/compose-email-to-tag.png?fit=max&auto=format&n=MqU7X9T88f1ZSLrk&q=85&s=9228f491ac996d605bf031e184bf1488" width="560" alt="The To field with pref typed and a section Add all contacts with tag listing Preferred Agents, Add all contacts with this tag" data-path="images/how-tos/compose-email-to-tag.png" />

    * **Any email address:** type it and press **Enter**, a comma or **Tab**. Addresses that aren't valid aren't added.

    Remove someone with the **×** on their name, or press **Backspace** in an empty field to remove the last one.

    Click **Add CC/BCC** to copy others in. CC and BCC work the same way as **To**.

    <img src="https://mintcdn.com/hiveinspect-43c85ed1/MqU7X9T88f1ZSLrk/images/how-tos/compose-email-recipients.png?fit=max&auto=format&n=MqU7X9T88f1ZSLrk&q=85&s=970e096aaab75ad2cb3df10335bb2fce" width="560" alt="To: Jordan Taylor (jordan.taylor@example.com). In Contacts on this inspection, Jordan Taylor has a green tick. Hide CC/BCC is open with CC: sam.taylor@example.com and an empty BCC field" data-path="images/how-tos/compose-email-recipients.png" />
  </Step>

  <Step title="Pick the inspection (optional)">
    The **Inspection** field connects the email to an inspection. With an inspection selected:

    * placeholders such as the address, date, client name and payment link are filled in from it;
    * the email is saved on that inspection's [Automation History](/how-tos/automation-history#emails-you-sent-with-compose-email) as **Manual Email**, with its opens and bounces;
    * its contacts are offered under **Contacts on this inspection**.

    Click the field to choose another inspection. The list shows your 50 inspections with the latest dates. Type part of the address to find others. Click the **×** to send without an inspection.

    <img src="https://mintcdn.com/hiveinspect-43c85ed1/MqU7X9T88f1ZSLrk/images/how-tos/compose-email-inspection.png?fit=max&auto=format&n=MqU7X9T88f1ZSLrk&q=85&s=6d92586a997e7d0ead1b5a2acf6b2d44" width="560" alt="The Inspection picker open with a Search by address box and three inspections, each with its address, date and time, and client: 514 Elm Street (Hannah Kim), 1420 Maple Avenue (Jordan Taylor, selected) and 88 Lakeview Drive, Unit 4B (Priya Shah)" data-path="images/how-tos/compose-email-inspection.png" />
  </Step>

  <Step title="Start from a template (optional)">
    **Email Template** lists every email automation you have, including ones that are switched off (marked **Inactive**). Type in the search box to find one by name or subject.

    <img src="https://mintcdn.com/hiveinspect-43c85ed1/MqU7X9T88f1ZSLrk/images/how-tos/compose-email-template.png?fit=max&auto=format&n=MqU7X9T88f1ZSLrk&q=85&s=7a422047a8be646f55c4aef95f88e95c" width="560" alt="The Email Template picker open with a Search templates box and Agreement Reminder, Inspection Confirmation - Client, Payment Reminder and Report Ready - Client, each with its subject" data-path="images/how-tos/compose-email-template.png" />

    Picking a template copies its **Subject** and message into the email, replacing what you typed. You can then change anything. Your automation itself isn't changed.

    You don't have to pick a template. You can write the email from scratch.
  </Step>

  <Step title="Write the subject and message">
    Type the **Subject** and the **Email Body**. The toolbar has bold, lists, alignment, font size, colour, links, images, video and tables, like the automation editor.

    To add inspection details, click **Insert Placeholder** and pick one, or type in the search box to find it. The **i** button next to it opens the full placeholder reference.

    <img src="https://mintcdn.com/hiveinspect-43c85ed1/MqU7X9T88f1ZSLrk/images/how-tos/compose-email-placeholders.png?fit=max&auto=format&n=MqU7X9T88f1ZSLrk&q=85&s=acdacb9982dace0c780d38d772a91f87" width="340" alt="The Available Placeholders menu with a search box, Portal Links (Customer Reports Portal, Inspection Review Link, Add-ons Upsell Link, Reports, Payment Link, Customer Agreement Link, Invoice Link) and Client Information (Client First Name), above the Insert Placeholder button" data-path="images/how-tos/compose-email-placeholders.png" />

    Useful ones for a manual email:

    | Placeholder | What it becomes |
    | - | - |
    | `{{{payment_link}}}` | A **Pay here** link to the client's payment page |
    | `{{{customer_agreement_link}}}` | A link to sign the agreement |
    | `{{{invoice_link}}}` | A link to the invoice PDF |
    | `{{{customer_reports_portal_link}}}` | A link to the client's reports portal |
    | `{{{customer_inspection_link}}}` | The inspection review page (order details, add-ons, sign and pay) |
    | `{{{property_address}}}`, `{{{inspection_date}}}`, `{{{inspection_time}}}` | The inspection's address, date and time |
    | `{{{client_first_name}}}` | The client's first name |

    See [Placeholders in automations](/how-tos/automation-settings#email) for the rest.
  </Step>

  <Step title="Attach files (optional)">
    Under **Attachments**, click the box or drag files onto it. Wait until each file shows a green tick.

    <img src="https://mintcdn.com/hiveinspect-43c85ed1/MqU7X9T88f1ZSLrk/images/how-tos/compose-email-attachments.png?fit=max&auto=format&n=MqU7X9T88f1ZSLrk&q=85&s=7469389897e27a3f4933703c64e950fa" width="560" alt="The Attachments section: 1 file, 402.4 KB, Max 5 MB per file, 10 MB total, a drop box reading Click to upload or drag and drop, PDF, Word, Excel, CSV, TXT, or images, and Pre-Inspection Checklist.pdf, 402.4 KB, with a green tick and a remove button" data-path="images/how-tos/compose-email-attachments.png" />

    * Up to **5 MB** per file and **10 MB** in total.
    * PDF, Word (.doc, .docx), Excel (.xls, .xlsx), CSV, TXT, JPG, PNG, GIF and WebP.

    For a report, send the report link instead of attaching the PDF. Report PDFs are often bigger than 5 MB.
  </Step>

  <Step title="Check the preview">
    Click **Refresh Preview** on the right. Hive fills in the placeholders and shows the email as it will be sent, with the recipients, subject, message and attachments.

    * **Replaced** (green) lists the placeholders Hive filled in.
    * **Not replaced** (orange) lists the ones it couldn't fill. They'd be sent exactly as typed, braces included. Pick an inspection, or delete them.

    <img src="https://mintcdn.com/hiveinspect-43c85ed1/MqU7X9T88f1ZSLrk/images/how-tos/compose-email-preview-no-inspection.png?fit=max&auto=format&n=MqU7X9T88f1ZSLrk&q=85&s=a7c03d161ffac05861aff1e156b09b4e" width="560" alt="The Email Preview with no inspection selected: an orange note Some placeholders may not be replaced without an inspection, Replaced (1): {{{company_name}}}, Not replaced (6): {{{client_first_name}}}, {{{customer_agreement_link}}}, {{{inspection_date}}}, {{{inspection_time}}}, {{{payment_link}}} and {{{property_address}}}, and the message with those placeholders still in braces" data-path="images/how-tos/compose-email-preview-no-inspection.png" />

    The preview doesn't update by itself. Click **Refresh Preview** again after each change. The email that goes out also carries your company's email layout, like your automated emails.
  </Step>

  <Step title="Click Send Email">
    **Send Email** (at the top and bottom of the page) turns on once there's at least one **To** recipient, a subject and a message, and every attachment has finished uploading. The line at the bottom shows what you're about to send, for example "Sending to 1 recipient, 1 CC, 1 attachment".

    Hive sends the email straight away and takes you back to the page you came from. The email isn't held for sleep hours.
  </Step>
</Steps>

## How the email is sent

| | With an inspection selected | Without an inspection |
| - | - | - |
| **To recipients** | Each **To** recipient gets their own separate email. They don't see each other's addresses. | One email to everyone in **To**. They can all see each other's addresses. |
| **CC and BCC** | Copied once, on the email to the first **To** recipient. | Copied on the one email. |
| **Placeholders** | Filled in from the inspection. | Only company details (such as `{{{company_name}}}`) are filled in. |
| **Where it's saved** | The inspection's **Automation History**, as **Manual Email**, one card per **To** recipient, with opens and bounces. | Not shown on any inspection. |

It comes from the same sender name and address as your automated emails, and replies go to the same reply-to address. See [Send emails from your own domain](/faq/automations-and-emails#emails-going-to-spam-own-domain).

<Warning>
  **Client placeholders always mean the inspection's client, not the person you're writing to.** If you send "Hi `{{{client_first_name}}}`" to the buyer's agent, the agent reads the client's name. For an agent, type their name yourself or use an agent placeholder such as `{{{buyer_agent_first_name}}}`. If the inspection has two clients, client placeholders list both, for example "Jordan & Sam".
</Warning>

<Tip>
  Writing to many contacts by tag without an inspection? Put them in **BCC** and your own address in **To**, so they don't see each other's addresses.
</Tip>

## Catch up after setting up automations late

A common case: you booked inspections before you set up your automations, so the clients never got a confirmation, agreement link or payment link. Here's how to catch up.

<Steps titleSize="h3">
  <Step title="Set up your automations for the future">
    Import or create the automations you need. See the [Automation Starter Pack](/how-tos/automation-starter-pack). When Hive asks how to apply each one, choose **Include existing future inspections**, so they're added to inspections already on your calendar that haven't started yet.

    Reminders on those inspections get send times straight away. Messages for things that already happened, such as the booking confirmation for an inspection that's already confirmed, don't send by themselves.
  </Step>

  <Step title="Open each booked inspection's Automation History">
    Open the inspection, then **Quick Actions → Automations**.

    * If the confirmation is listed as **Waiting**, click **Send Now** on it. It goes out with your automation's wording.
    * If it isn't listed, click **Compose Email**, keep the inspection selected, add the client with **Contacts on this inspection** and pick the confirmation automation under **Email Template**.
  </Step>

  <Step title="Preview, then send">
    Click **Refresh Preview** and check that the payment and agreement links and the date are filled in. Then click **Send Email**. Repeat for the buyer's agent if they should get their own copy.
  </Step>
</Steps>

From then on, new bookings get your automated messages without any extra steps.

## Common questions

<AccordionGroup>
  <Accordion title="Can I send a text message with Compose?" id="compose-text">
    No. Compose sends email only. To text a client, use **Send Now** or **Send Again** on a text automation in the inspection's [Automation History](/how-tos/automation-history), reply from **Messages** if you have a [dedicated phone number](/how-tos/dedicated-phone-number), or send the report links by text with **Quick Actions → Send Reports**.
  </Accordion>

  <Accordion title="Can I schedule a composed email for later?" id="compose-schedule">
    No. It sends as soon as you click **Send Email**. To send something at a set time, use an automation.
  </Accordion>

  <Accordion title="Where do I see an email I composed?" id="compose-where-saved">
    If you picked an inspection, on its **Automation History** as **Manual Email**. Click **View Sent** to see it and **Send Again** to resend it. Emails sent without an inspection aren't listed on any inspection.
  </Accordion>

  <Accordion title="Does picking a template change my automation?" id="compose-template-change">
    No. It only copies the subject and message into this email. Your automation and its schedule stay the same.
  </Accordion>

  <Accordion title="Why is the Send Email button greyed out?" id="compose-send-disabled">
    Something's missing: a **To** recipient, the **Subject** or the message. It's also greyed out while an attachment is still uploading.
  </Accordion>

  <Accordion title="Why isn't an email address added when I type it?" id="compose-address-not-added">
    It isn't a valid address, or it's already on the list. Check for spaces or a missing dot, then press **Enter**.
  </Accordion>
</AccordionGroup>

## Where to go next

* [Automation History for an inspection](/how-tos/automation-history)
* [Automation Starter Pack](/how-tos/automation-starter-pack)
* [Automation Settings: Basics](/how-tos/automation-settings)
* [Quick Actions on an inspection](/how-tos/inspection-quick-actions)


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