Automatic Emails

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

Automatic Emails in PaintScout are pre-configured email templates that send automatically when specific events occur, such as an estimate being accepted or a payment being received. These emails apply to all users on your account.

How do I edit automatic emails?

1. Click the person icon in the top right of your page and go to your Account Settings > Communications > Email Templates section.

2. In the Emails Sent Automatically section, click each email template to adjust the verbiage.

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What automatic email options are available?

PaintScout sends these emails automatically based on specific triggers:

1. Estimate Accepted

This email will be sent automatically to your customers when estimates are accepted.

1. Estimate Declined

This email will be sent automatically to your customers when estimates are declined.

1. Payment Received

This email will be sent automatically to your customers when payments are made.

1. Event Confirmation

This email will be sent automatically to your customers when you book an event (Only available with the Operations add-on).

1. Event Reminder - 1 Day

This email will be sent automatically to your customers 1 day before their booked event (Only available with the Operations add-on).

1. Event Reminder - 1 Hour

This email will be sent automatically to your customers 1 hour before their booked event (Only available with the Operations add-on).

1. Event Cancelation

This email will be sent automatically to your customers when a booked event is cancelled (Only available with the Operations add-on).

Related articles

Create an Email Template

Create reusable email templates for estimates, invoices, and work orders with personalization tags 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 Received Emails

Customize the automatic email sent to customers when payments are applied to estimates or invoices in PaintScout.