Company Email Templates (Installer)

This are custom email templates specific to the Installer for each of your Companies. Email Templates help save time when notifying Installers of new Work Orders. When creating a new Email Template, a Company is needed since how one Company uses an Installer may be different from how another Company may use the Installer.

Each company email template will be available for any project under that company.

Company Account Number (optional)

If the Installer has an account number they gave, it can be entered here.

Ordering email for installer (required)

This is the email address where all work orders are sent to.

Ordering name for installer (required)

This is the name of the person, or department, the email is addressed to.

Default From Name (Leave blank if from individual)

This is the sender name representing your Company. It can be the name of a User or simply " Your Company Production Department" if orders are sent from multiple Users.

CC 1 - CC 4 (optional)

These are optional email addresses that will receive a carbon copy email.

Email Subject (required)

This is the email subject. Project data stubs are supported.

An example subject is:

Work Order Request from Your Company Name - {Project Address} | {Customer Full Name}

Email Body (required)

This is the email body. Project data stubs are supported.