Email Templates

Under Account & settings in the menu. Open the page

The wording of the emails the app sends for you — edit each template directly in its preview.

Methodology: Every automatic email — portal invitations, quote requests, reminders — comes from a template with placeholders that fill in per recipient. Editing the template changes all future sends of that email.

Steps:

  1. Pick a template — Estimate / quote request, Invoice payment reminder, Portal invite, Resource share, Insurance certificate request.
  2. Edit the Subject and Body in Visual or HTML view, inserting placeholder chips where you want live values.
  3. Press Save template, or Reset to default to start again.