When writing an email template or follow-up, you'll likely want the message to feel personalized for the client. You can easily add a personal touch to your communications using the tag icon.
How to use the tag icon
1. Find the tag icon in the text toolbar when creating email templates and follow-ups.
2. Click on the tag icon to choose the customer information you want to include. You can select from the following:
Company name
Client first and last name
Client/job address, city, state, zip code
Job identifier
Estimate date, number or type
Estimator name, email, and phone number
3. Once the tag is embedded in the email, the system will pull the relevant information from the estimate to complete your message.
Questions? Reach out to our support team!