Email Preferences
Customize email templates, branding, signatures, and delivery settings
Sender Settings
Configure the from name, email, and reply-to address for outgoing emails
Email Branding
Your company logo and colors are applied to all outgoing emails
Email preview placeholder — logo and brand colors will be applied
Email Templates
Customize the content of automated emails sent to customers and carriers
Welcome Email
Client CreatedSent to new clients after their profile is created
Estimate Ready
Estimate CompletedNotifies the customer that their estimate is ready for review
Invoice Sent
Invoice CreatedAccompanies invoices sent to customers or carriers
Appointment Reminder
Schedule - 24hrSent 24 hours before a scheduled appointment
Project Complete
Status → ClosedSent when a project is marked as closed
Google Review Request
Status → Closed + 3 daysAsks the customer to leave a Google review after project completion
Payment Receipt
Payment RecordedConfirms payment received from customer or carrier
Document Signature Request
Manual / WorkflowRequests customer signature on a required document