Email Settings
Configure email templates, automatic emails, follow-ups, and customer communication settings.
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Configure email templates, automatic emails, follow-ups, and customer communication settings.
Start here: Use Create an Email Template for reusable send messages, then review Automatic Emails and Auto Follow-Ups for account-wide automation.
Email Settings gives you one place to manage outbound customer communication in PaintScout. This section covers reusable email templates, automatic emails for estimate, payment, and event activity, timed follow-ups by email or text, follow-up troubleshooting, and chat on estimates.
Create an Email Template — Build reusable templates for estimates, invoices, and work orders
Automatic Emails — Review account-wide emails for estimate, payment, and event activity
Automatic Thank You Emails — Customize accepted and declined estimate emails
Payment Received Emails — Customize payment confirmation emails for estimates and invoices
Auto Follow-Ups — Create timed follow-ups by email or text for estimates and invoices
SMS Follow-Ups — Improve SMS delivery and avoid carrier spam filters
Why is my auto follow-up not sending? — Troubleshoot missed follow-ups based on status and timing
Chat Overview — Message clients on estimates with email notifications and away status
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