Customize email templatesLast updated on 03/22/2022

Add at least one link and your company logo to your invoice and estimate email templates to increase your TitanScore and brand awareness with your customers.

1. Go to the navigation bar and click Settings .

2. In the side panel, click Invoicing > Emails.

   The template that opens by default is the invoice template.

3. In the From fields, enter your company name and email.

4. In the optional BCC field, enter a name and email address that you want to send a blind carbon copy of the estimate to. Customers cannot see the BCC recipient in their email.

5. For the subject line, add something like, Your estimate from [your company name].

6. In the body, add placeholders for the information you want to show up on the email. Placeholders let you add customer-specific content to your templates. For example, start the email with “Hello {CustomerName}” and continue from there. When the email is sent, {CustomerName} is replaced by the full name of the customer.

7. Add a clickable link to your business as well as your company logo to the body of the email. If you use social media, add those links, too:

   • The HTML code to show an image is < img src="https://www.servicetitan.com/hubfs/st/svg-logos/full-logo-white.svg'' > Replace the link in the code with a link to your business’s logo.

   • The HTML code to display a clickable link is < a href="https://www.servicetitan.com/">ServiceTitan</a > Replace the link with a link to your business’s website and ServiceTitan with your company name.

8. Double-check the preview to ensure everything looks correct, and then click Save.

Before you email statements to customers, create an email template. You can reuse the template to create emails and attach your statements, saving time with every statement you send to your customers.

1. Go to the navigation bar and click Settings .

2. In the side panel, click Invoicing > Email.

3. In Email Settings, click the Statement tab.

4. Enter the default template details:

   • From—Enter the sender name and email address you want the statement to be sent from. For example, you can enter your company name and email address.

   • Subject—Enter a subject for the email. You can add placeholders in the subject line. For example, add {Company Name} in the email subject line to include your company name.

   • Body—Enter the body of the email.

     • Customize the body of your email using the placeholders provided. For example, if you use {CustomerName} in the body of the email template, each time you email a statement, the customer name auto-populates in the email. This saves you time in creating the email and reduces any chance for error.

     • If you run multiple businesses, use the {BusinessUnitName} and {BusinessUnitPhoneNumber} placeholders in the statement email template to help your customers identify the company they did business with, in the statement email. Note: Use these placeholders if each customer is assigned to only one business unit.

5. Double check the preview to ensure everything looks correct, and then click Save.

By default, the E-Sign email includes a link to E-sign and a placeholder for the business unit. You can customize the email to include other information like the customer’s name, the service location, and more.

1. Go to the navigation bar and click Settings .

2. In the side panel, click Invoicing > Email.

3. In Email Settings, click the E-Sign tab.

4. Enter the default template details:

   1. Form—Enter the sender name and email address you want the statement to be sent from. For example, you can enter your company name and email address.

   2. Subject—Enter a subject for the email. You can add placeholders in the subject line. For example, add {Company Name} in the email subject line to include your company name.

   3. Body—Enter the body of the email.

      1. Customize the body of your email using the placeholders provided. For example, if you use {CustomerName} in the body of the email template, each time you email a link to E-Sign, the customer name auto-populates in the email. This saves you time in creating the email and reduces any chances for error. Note: E-Sign email templates must include the {LinkToESign} placeholder.

5. Double-check the preview to ensure everything looks correct, then click Save.

• Expand your HTML tagging knowledge to increase your template customization options by checking out W3 Schools HTML Tags

• See Send customer statements