Creating and Using Message Templates
Save time with reusable message templates. Use placeholders to automatically personalise each message with customer and job details.
Open Message Templates
Tap 'More' in the navigation, scroll to Settings, and tap 'Message Templates' to view and manage your templates.
Create a new template
Tap 'Add a template' to create a new one. Give it a name you'll recognise, like 'On my way' or 'Weather delay'.
Write your message with placeholders
Type your message and insert placeholders that will be replaced with real data: {customer.name}, {customer.address}, {business.name}, {schedule.date}, {job.description}, {job.amount}.
Save the template
Tap 'Save' to store your template. It's now ready to use whenever you message customers.
Use your template when messaging
When composing a message, tap 'Choose a template' and select the one you want. Placeholders are automatically replaced with the customer's actual details.
What's next?
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