Customising a step message

2 min read

Every step has its own message — the email or SMS your customer receives when that step is completed. You can customise each one to say exactly what you want.

Opening the message editor

1. Open a job
2. Click Edit Message under the step

Message fields

• Subject — email subject line only; defaults to "Update: [Your step title]"
• Body — the main message content
• Include default greeting in message — when checked, prepends "Hello [Customer Name]," to the message. Your default greeting can be edited in Settings → Business Settings.
• Approval required for this step — adds approval buttons to the customer's tracker step
• Allow customer feedback on this step — lets the customer send a written response

Footer

Your business footer is always appended to every message automatically — it includes your business name and contact details. You can edit your footer in Settings → Business Settings.