How do I create canned messages for email?

Creating Canned Messages for your email communications to customers is a simple process. From within any email inside a Work Order, you will see a Canned Messages button.

Click on the Canned Message button to open the Canned Message selector.

To create a new message, click on the “New Message” button and fill in the fields for the message with your content.

Click “Save Message” and your new Canned Message will appear in the list above.

To insert any Canned Message into an email, just click on it from the list of your canned messages and it will appear in the email message body.