How do I edit job reminder and job complete notification templates?

  • Client Messaging
  • Job Notifications
  • Message Templates


To do this, you'll need to navigate to Clients & Accounts -> Messages -> Message Templates.  Once here, you will notice the Job Reminder and Job Complete are at the top as 'Special Templates'. They are special because they pull in dynamic data from the job, account, and client. Click 'Customize' on the right to customize each of the templates. Each of the templates has dynamic data placeholders that you can use through your message. Use the key on the left to use what you need, and hit update to get a preview of what they will look like.
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