--- title: "Configure communication with custom email templates for Roofing" slug: "configure-communication-with-custom-email-templates-for-roofing" updated: 2026-10-16T02:44:14Z published: 2026-10-16T02:44:14Z canonical: "help.servicetitan.com/configure-communication-with-custom-email-templates-for-roofing" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Configure communication with custom email templates for Roofing ## Overview ServiceTitan allows you to create custom templates for many communication types, with invoices and estimates being the most commonly used. By using placeholders, you can automatically personalize email content when messages are sent, ensuring each customer receives relevant information specific to their job. --- ### #### Who uses this feature - Administrators, CSRs and office employees - Primarily benefits Residential Construction business types and Commercial Construction business types - Primarily benefits Roofing and Exterior trades #### Feature configuration - The *Edit Business Units* permission may be required to configure certain email settings. Please contact the account administrator on your team. - The *Edit Invoice Settings* permission may be required to modify email templates. Please contact the account administrator on your team. ## Things to know Customizing email templates helps create professional, branded messages that reflect your business identity when sending estimates and invoices to customers. Email templates include your company logo, links to your website, and personalized details that make every customer interaction feel professional and consistent. ## Best practices - Create separate templates for invoices and estimates to ensure appropriate messaging for each communication type. - Add BCC recipients for internal record-keeping, such as copying your accounting team on all invoice emails. ## Use cases - A roofing contractor wants all estimate emails to include their company logo, a personalized greeting, and a link to their Customer Portal for easy approval. ## Customize email templates > [!NOTE] > **Note:** The most commonly used templates for roofing contractors are Invoices and Estimates. You can repeat these steps for any template type you want to customize. 1. Go to the top toolbar and click **Settings**. 2. In the side panel, click **Invoicing** **>** **Email**. 3. On the *Email settings* screen, select the template type you want to customize from the list. ![Email settings interface displaying invoice and message placeholders for customization.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/configure-communication-with-custom-email-templates-for-roofing-image-ry3jtqdt.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A10Z&se=2026-11-01T21%3A57%3A10Z&sr=c&sp=r&sig=maSDqJ0HJqjiDBO6CXYe7f9u9slYgM8FqWniao5m2ag%3D) 4. In the **From** section, customize the sender: ![Input fields for sender name and email in a messaging interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/configure-communication-with-custom-email-templates-for-roofing-image-ih0t11qf.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A10Z&se=2026-11-01T21%3A57%3A10Z&sr=c&sp=r&sig=maSDqJ0HJqjiDBO6CXYe7f9u9slYgM8FqWniao5m2ag%3D) 1. In the **Sender name** field, enter the sender name that customers see. This is typically your company name or a specific contact name. 2. In the **Sender email** field, enter the email address customers see as the sender. > [!NOTE] > **Note:** If you want your employee email to appear, leave this field blank. 5. (Optional) In the **BCC** section, customize the recipient who receives a blind copy of all emails sent using this template. ![BCC fields for email input, including name and email address sections.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/configure-communication-with-custom-email-templates-for-roofing-image-ywgyfhpx.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A10Z&se=2026-11-01T21%3A57%3A10Z&sr=c&sp=r&sig=maSDqJ0HJqjiDBO6CXYe7f9u9slYgM8FqWniao5m2ag%3D) 1. In the **BCC name** field, enter the recipient name. 2. In the **BCC email** field, enter the recipient email address. 6. In the **Subject** field, enter a title for the email. ![Input field labeled 'Subject' for entering text or information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/configure-communication-with-custom-email-templates-for-roofing-image-xwwbt0aw.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A10Z&se=2026-11-01T21%3A57%3A10Z&sr=c&sp=r&sig=maSDqJ0HJqjiDBO6CXYe7f9u9slYgM8FqWniao5m2ag%3D) > [!TIP] > **Tip:** Use placeholders to personalize the subject line. For example: "Your invoice from {Company Name}" or "Invoice #{Invoice Number} - {Customer Name}". 7. In the **Body** field, enter the content of the email message. Add your company logo, links to your website, or other branding elements as needed. ![Placeholders for customer information and business details in a message template.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/configure-communication-with-custom-email-templates-for-roofing-image-ewozwv7z.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A10Z&se=2026-11-01T21%3A57%3A10Z&sr=c&sp=r&sig=maSDqJ0HJqjiDBO6CXYe7f9u9slYgM8FqWniao5m2ag%3D) > [!NOTE] > **Note:** You can use placeholders to personalize the email content when the message is sent. Common placeholders include {Customer First Name}, {Total}, {Company Name}, {Invoice Number}, and {Customer Portal Link}. 8. (Optional) At the bottom of the screen, click **Preview** to see how the email appears to customers. 9. When finished, click **Save**. ## Want to learn more? - Visit ServiceTitan Academy and enroll in [Roofing Settings Overview](https://servicetitan.docebosaas.com/learn/courses/1000/roofing-settings-overview/lessons/6151/roofing-general-settings) - See [Roofing and Exteriors](/v1/docs/roofing-and-exteriors-home) A self-service web portal where customers can view job history, request service, make payments, and communicate with the business. **What it does:** Reduces inbound call volume and improves customer satisfaction by giving homeowners 24/7 access to their service records. **Also called:** Customer self-service, Online portal **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)