Customize email templates

Overview

Boost your brand by customizing your email templates with information specific to your business. Including your logo and links to your website and social media pages helps your customers remember your company, increasing the chances that they will come back to you and become regulars.

Things to know

• You can reuse email templates to create emails and attach your invoice, estimates, statements, and more, saving you time with every email you send to your customers.

• You can create email templates for:        

  • Invoices

  • Estimates

  • Projects

  • Statements

  • Forms

  • Documents that need electronic signatures (E-Sign)

  • Documents

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

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

Create default email templates

1. Go to the top toolbar and click Settings .

2. In the side panel, go to Invoicing > Emails.

3. On the Email Settings screen that opens, click the email type for which you want to create a template.

4. In the From fields, enter your company name.        

   Note: You can only use custom From and Reply-To addresses on no-reply emails if the domain is approved. If it isn't, ServiceTitan replaces them with a standard no-reply address, such as noreply@onservicetitan.com or auto-noreply@onservicetitan.com.

5. (Optional) In the BCC field, enter the 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.        

   Note: The BCC field is not available for E-Sign email templates.

6. In the Subject field, enter a subject line for your email. For example, for estimate emails, you can enter: "Your estimate from [your company name]."        

   Tip: If you want to know which estimate you're referring to when sending multiple estimates, add the {EstimateNumber} placeholder to the Subject field.

7. In the Body field, 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. You can also:        

   • 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. For more, see HTML code.

   • 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.

8. In the Preview section, check to ensure everything looks correct, and then click Save. 

HTML code for email templates

Use the following HTML code to add a link and a company logo to your email template.

Company logo

To display a company image, use:

<img src="https://www.servicetitan.com/hubfs/st/svg-logos/full-logo-white.svg">

Replace the link within the quotation marks with a link to the image file of your company's business logo.

Clickable link

To display a clickable link, use:

<a href="https://www.servicetitan.com/">ServiceTitan</a>

Replace the link within the quotation marks with a link to your business's website and ServiceTitan with your company name.

Want to learn more?

• Expand your HTML tagging knowledge at W3 Schools HTML Tags

• See Send customer statements

• See Print, email, or download customer invoices