The Approved Email To Admin template can be configured to edit the email message sent to admin users upon the approval of an estimate. Here’s a quick explanation on how to access and edit this template within the ServiceWorks software
To begin, click the cogwheel icon on the toolbar to open the Configuration tab and navigate to Configuration → Estimation Settings → Approved Email To Admin
Within the Template section, you can edit the email that gets sent using the following options:
The Enabled Automated Notification checkbox indicates that these emails are active within your ServiceWorks account. You can use the From Email Address and Email Subject fields to edit both the email address the message is being sent from and the text for the subject of the sent emails.
To preview your current template configuration, type the estimate number in to the field next to the Preview button and click the button to view a draft of what your customers will see
Within the template body for the approval email, you can use dynamic data text to customize the messages being sent. You can use the toolbar to access various formatting options, as well as use the legend on the right-hand side to view the dynamic text that is available for this template
With the Text & Robocall templates, you can also create a message to be sent via text or phone call. Click the Enabled Automated Notification checkbox on either template to activate automation. You can also preview these messages by entering the estimate number in the Preview field and then clicking the button.
Note: The robocall template has a limit of 160 characters; please keep that in mind when creating your messages.
Once finished, click Save to store your changes
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