We have completely revamped our Communication Templates section to help you build your templtes faster and with ease.
The new tags section on the right side of the screen will only load tag groups that are applicable to the class of template you are working with. Additionally, you can now drag & drop tags into your templates or use the tag auto-complete feature right within the template.
We added additional template classes for Site Visits and separated email from text message and voice templates.
This will now allow you to create custom taylored email, text and voice templates for estimates, jobs and site visits separately without having to use generic content. In other words, an estimate reminder can now say "This is to remind you of your free on-site estimate with ABC Plumbing..." as opposed "This is to remind you of your upcoming appointment...".