Creating and editing message templates
Build reusable SMS and email templates with smart variables for common customer messages.
Message templates let you save common messages so you can send them with a click instead of retyping the same text for every job. Templates support smart variables that automatically fill in job-specific details.
Navigate to Settings > Templates and click New template. Choose whether the template is for SMS or Email.
Enter the message body. Use smart variables by typing the variable name in curly braces — for example, {customer_name} or {move_date}. These are replaced with the actual values when you send the message from a job.
Give the template a descriptive name such as "Booking confirmation" or "Day-before reminder". This name is shown in the template picker when you are composing a message from a job.
Click Save. The template is now available to all operators when sending messages from any job.
Create templates for each stage of the job lifecycle — booking confirmation, day-before reminder, on-the-way notification, and post-move follow-up. This ensures consistent, professional communication with every customer.
Editing a template
Navigate to Settings > Templates, click the template you want to update, make your changes, and click Save. Edits apply to future messages only — previously sent messages are not affected.