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Email Templates

In Jobber you can format the email templates you use to email your clients with. To edit email templates go to the Settings Gear > Settings > Email Templates from the sub menu. 

Email templates include:

  • Requests
  • Quotes
  • Quote Approval
  • Job Forms
  • Invoices
  • Payment and Deposit Receipts
  • Statements
  • Signed Documents (when a signature is collected in Jobber)
  • Chemical TreatmentsScreen_Shot_2017-01-06_at_2.40.30_PM.png

The email template will allow you to customize or set up a default message for the body of text that is sent along when you email a quote, invoice, receipt, statement, signed document. There are also templates for when a quote has been approved by your client or as the confirmation that you receive a new work request.

You can edit the template on the left of the page with a preview of how the template will look on the left. 

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Variables

You can find a complete list of variables here.

Please note: Some of these variables are context specific, so they will only show in certain areas. The Where Can You Use It column shows where each variable can be used.

For example, the variable {{ASSIGNED_TO}} will only work in assessment and visit reminders.

You can use variables in your email templates so that Jobber will automatically enter the information specified by the variable for that client for you. Variables can be used in the subject line and body of the email template. 

For example if you use the variable {{CLIENT_NAME}} in an invoice template, if you were to email an invoice to 'John Smith' from Jobber, the email would autofill 'John Smith' where {{CLIENT_NAME}} was **added** into the template.

Clicking on Insert Variable will bring up a list of variables that you can choose from. Clicking on them will insert them into the template for you.

 variable-selector-and-live-previewer.gif

 

 

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