Creating and editing message templates
Creating and editing message templates
Message templates let you save common messages so you can send them with a click instead of retyping the same text for every job. Templates support smart variables that automatically fill in job-specific details.
Open the template editor
Navigate to SettingsTemplates and click New template. Choose whether the template is for SMS or Email.
Write the template content
Enter the message body. Use smart variables by typing the variable name in curly braces — for example, {customer_name} or {move_date}. These are replaced with the actual values when you send the message from a job.
Name the template
Give the template a descriptive name such as "Booking confirmation" or "Day-before reminder". This name is shown in the template picker when you are composing a message from a job.
Save the template
Click Save. The template is now available to all operators when sending messages from any job.
Create templates for each stage of the job lifecycle — booking confirmation, day-before reminder, on-the-way notification, and post-move follow-up. This ensures consistent, professional communication with every customer.
Editing a template
Navigate to SettingsTemplates, click the template you want to update, make your changes, and click Save. Edits apply to future messages only — previously sent messages are not affected.
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