Email templates can automate communication for various workflows, such as job, quotes, or invoices.
Navigation: Settings -> Miscellaneous -> Email Templates
  1. From the settings, select “Miscellaneous.” From the “Email Templates” section, choose “+ New Template.”
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  1. Enter the following details:
  • Name: Enter a unique name for your email template.
  • Choose Template Module: Select the module this template applies to from the dropdown
  • Email Template Description: Add a brief description of the template’s purpose, including any placeholders like [#work_order_number] that will be dynamically replaced when the email is sent.
  • Email Subject: Enter the subject of the email.
  • Template body: Enter the template body. Use the available components.
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  • Use placeholders thoughtfully to ensure the email content is relevant and personalized.
  • Test the template by triggering a sample email to verify that all placeholders are replaced correctly.
  • You can edit or delete templates later by clicking the three-dot menu under the Actions column in the Email Templates list.