Any email sent via our software uses a pre-written template. Your account comes with some default templates so you can get started straight away, but each can be individually customised to add your own personal branding, tone of voice, or elements to them.
Accessing the templates
To edit your email templates, you first need to log in to the web portal.
Then, head to your settings by clicking the cog icon next to your name.
Click "Manage" under "Service Reminders and Email Templates"
You should now see a list of all the different templates:
Each controls a different type of email, so take your time to go through and modify them all in any way you prefer.
Editing the content of the email
Click "Edit" under any of the email templates:
For some email templates, you have the option to send a copy of the email to a specific email you enter here:
Edit the email subject and body content as you please. Remember, you can use the drag-and-drop tags to input dynamic parts of the text, like your customer's name or the job address.
Reminder emails have additional options to control when they are sent out:
Note: The content of your emails can be modified and changed on an individual basis before sending any email to a customer. If the 'to' address is changed, then the software will ask if you would like to update this for the customer as well.
Using drag-and-drop tags
Add ":jobstreet", and the software will replace this with the street of the job address linked to this job - a full list of the available variables will be available to the right of the email template you wish to modify.
Combining these variables will allow for greater customisation. "Dear :title :lastname" will be updated to "Dear Mr Smith" (assuming that was your customers name, of course!).
Utilising the variables will help to make the automated emails feel more personal.