You customize your email templates in Settings under “Templates”. You pick a template, edit the subject and content in the HTML editor and insert variables like {job_track}, which RepairCMS fills with real job data. Send a test email before saving.
Why custom email templates matter #
These templates form the backbone of your professional customer interaction. Once configured, RepairCMS inserts real job data into these messages for invoices, job confirmations and status updates sent through the Customer Tracking Portal.
Step by step: Customize email templates #
- Click “Settings” to access your configuration options.
- Select “Templates” to view your available email and message templates.
- Click “Quotation Email Template” to open the template management view.
- Select “New Job Email Template” from the dropdown list to begin your customization.
- Edit the “Subject” field so your customers immediately recognize the importance of the notification.
- Modify the content in the “HTML Email Content Editor” to personalize your message.
- Click the “Variable” menu to browse and insert dynamic fields like customer names or tracking links.
- Choose the “{job_track}” variable so your customers have direct access to their repair status.
- Click “Send Test Email” to preview your changes in your inbox before saving.
- Click “Save” to apply your template updates. A confirmation message confirms your new settings are active.
Tip from practice #
Test your template changes: Always use “Send Test Email” to check how your dynamic variables render in a real email client, especially when adjusting layouts for complex notifications like repair reports or invoice summaries.
Requirements #
Customizing email templates requires an active RepairCMS account with the necessary permissions to manage your system configuration.
What comes next #
- Customize receipt templates: Customize Receipt Templates and Terms of Service
- Set up your company profile: Managing Business and VAT Data
- Send a repair quote: How to Create and Send a Repair Quote
Frequently Asked Questions #
Email Templates #
Where do I customize email templates?
In the Settings menu under “Templates”. Select the template you want and edit the subject and content in the editor.
What are variables in a template?
Dynamic placeholders that RepairCMS fills with real job data, such as the customer name or the {job_track} tracking link.
Can I preview the email before saving?
Yes. Use “Send Test Email” to send the draft to your own inbox and check how the formatting and variables render.
When are these emails sent?
Automatically at each status change, from the quotation to the pickup confirmation, through the Customer Tracking Portal.