Lesson 4 – Customizing your email templates

This is where you’ll learn all about customizing your email templates for invoices, work orders, estimates, statements, and much more. 

 

The Email & SMS tab will allow you to customize your email templates for sending various paperwork. To access the Email & SMS tab, click on ‘Settings’ then ‘Email & SMS’.

You will have the ability to customize email templates for the following paperwork:

  • Invoice
  • Work Order
  • Estimate
  • Receipt 
  • Statement

These templates will determine what information is displayed in those emails.

NOTE: Each email will also contain a downloadable PDF of their paperwork.

For example, however you arrange your ‘Invoice’ template, is exactly how it will appear to your customers once you send them an invoice by email. That email will also include a downloadable PDF of their invoice.

The ‘Preview’ option will also allow you to see your email from the customer’s perspective before actually sending it. 

Frequently Asked Questions:

Do I have to create a template for every customer?

No, you do not. These are global templates that will send out to all of your customers. However, utilizing the email variables will allow your emails to feel more personal for your customers. For example, the [::client_first_name::] variable will automatically add your client’s first name into their email. 

Is this where I can add my the option for my customers to pay online?

Yes, if you are connected with Stripe or Square, a ‘Pay Online’ button should automatically be added to your invoice email templates. However, you can also insert the ‘Online Payment Link (button)’ using the [::online_payment_link::] email variable.

Chat with Support

For any questions, you can start a live chat with a GorillaDesk representative from inside your account. The support team is available Mon-Fri from 8am-5pm EST.

Call our support line

Our support team is available for any support related questions Mon-Fri from 8 am-5 pm EST at 855-536-7470.

Still have questions?

Check out our Knowledge Base and YouTube channel.

Download the Employee Score Templates for free

These customizable scorecards will help you review, align, and level-up your team!

Download the Citation Secrets Cheatsheet

We'll show you how to claim 25+ listings & build a strong citation profile for FREE!

Download our 17 ready-to-use email templates!

Simply take these email scripts, personalize them with your information, hit send, and watch your business grow.

Download our 100% FREE Killer Ad Copy Kit

Want to go deeper with the Killer Ad Copy Kit? Enter your best email address below to download all nine copywriting formulas!

Download our FREE Lawn Care Keywords & Negatives spreadsheet

The right keywords can get your ad in front of the right customers, and this Lawn Care Keyword List is here to help.

Download our FREE Pool Service Keywords & Negatives spreadsheet

The right keywords can get your ad in front of the right customers, and this Pool Service Keyword List is here to help.

Download our FREE Pest Control Keywords & Negatives spreadsheet

The right keywords can get your ad in front of the right customers, and this Pest Control Keyword List is here to help.

Lesson coming soon!

If you want to get notified when this lesson goes live, please subscribe to our mailing list.

Download the "Realtor Letter" Template Now!

13 Promotional Emails To Grow Your Local Service Business

Get a leg up on your competition and generate more revenue from your email list.

Download the "Core Values" Worksheet today

This worksheet will help you establish an initial set of core values. Just tell me where to send it!

Lesson coming soon!

If you want to get notified when this lesson goes live, please subscribe to our mailing list.

Don't have time to go through the course now?

No worries. Let me send you a copy so you can read it when it's convenient for you.

Subscribe to Our Newsletter

No fluff or sales pitches. Just quality information to help you build a better local service business.

Download the "Crafting Your Story" Worksheet today

This worksheet will help you clarify your vision and set goals. Just let me know where to send it!

BE AHEAD OF

EVERYONE ELSE!

Do your local service business a favor & download all the templates.