Automatic Emails

Customize automatic email templates that send when estimates are accepted, declined, payments received, or events are booked or cancelled.

Automatic emails send when customers take specific actions. They apply to everyone on your account. Make use of placeholders to add extra customization to your emails.

Edit automatic emails

1. Select the person icon, then go to Account Settings → Communications → Email Templates.

2. Under Emails Sent Automatically, select the template you want to edit.

3. Update the subject line or message, then save your changes. Click the to add placeholders that will pull information from your estimate/invoice on send.

Available automatic emails

These templates send when the following events occur:

• Estimate Accepted — An estimate is accepted.

• Estimate Declined — An estimate is declined.

• Payment Received — A payment is received.

• Payment Refunded — A payment is refunded.

• Payment Failed — A payment fails.

The following emails are available with the Operations add-on.

• Lead Form Submitted — A lead form is submitted.

• Event Confirmation — An event is booked.

• Event Reminder - 1 Day — One day before an event.

• Event Reminder - 1 Hour — One hour before an event.

• Event Canceled — An event is canceled.

Related articles

Create an Email Template

Create reusable email templates for estimates, invoices, and work orders with placeholders that auto-populate customer information.

Auto Follow-Ups

Set up automated follow-up messages via email or text based on estimate status triggers to improve quote acceptance rates.

Automatic Thank You Emails

Configure automatic thank you emails to be sent when customers accept or decline estimates, with customizable subject lines and body content.

Payment Emails

Customize automatic emails for received, processing, failed, and refunded payments.