Mutli-Option Email Template

The Multi-Option Email Template can be configured to alter the email message sent to customers upon the generation of multi-option estimates. Here’s a brief tutorial 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 → Multioption Email Template

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 multi-option email template, you can use dynamic data text to customize the email 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

Once finished, click Save to store your changes

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