Gas Engineer Software can help you send up to 2 quote reminders and 3 invoice reminders.
Getting started
You can find the Invoice and Quote templates in the same location as the rest of your email templates on the web portal.
Click on the settings cog in the top right corner next to your name.
Click "Manage" under "Service Reminders and Email Templates"
Click on the template you wish to edit. In this case, it should be one of the quote or invoice reminders.
These templates serve as the default content for emails you send to your customers through the software, for example, when issuing a quote or an invoice. This means it can always be edited on a case-by-case basis before you send it to the customer.
Note: You will need to customise reminder 1, reminder 2, and reminder 3 templates individually.
Customising quote/invoice reminders
Click "Edit" on one of the email templates, and you'll see a screen like this:
On this page, there are several parts you can customise.
You can choose whether you want this reminder email to be sent to customers.
By default, invoice and quote reminders are turned off. How to turn off all reminders for a specific customer.
You can choose whether to send a copy of the reminder yourself (the admin email)
You can set when the reminder goes out. If you want to have several quote/invoice reminders, this allows you to customise the timing between each email.
Lastly, there is the email subject and content. Be sure to use the drag-and-drop tags on the right to add dynamic elements into your email, such as your customer's name or the property address.