Where to update your invoice email and SMS content?
Your invoice and estimate default content can only be modified via the web for your entire org. You will want to navigate to your 'Account settings' via the gear icon in the top right-hand corner and click into the tab that says 'Invoices'.
Once you're there, click into the 'Email and SMS' tab from the left-hand navigation where you will be able to begin editing your current defaults. If you are navigating here for the first time, you will see the Housecall Pro default-generated content.
How to edit my content?
To begin editing, you will want to confirm whether you'd like to modify the Email or the SMS content and go to the appropriate section
Click 'Edit' in the appropriate section, enter your desired wording, and click 'Save' to set those changes live for all future invoices.
Your content will be live as soon as you press 'Save'. It is critical to ensure you are satisfied and have audited your content ahead of saving those changes.
Key Call Outs
Important: Carefully consider the url links that you are adding to your content, you will want to ensure that any website links are safe in order to ensure your emails do not get marked as spam.
Email content
HTML embedding is not permitted at the moment for this content
If your techs have the ability to invoice they will see the last content you have saved when they are in the preview invoice flow on mobile ahead of sending it out the invoice email or text
If your techs do not have the permission to 'edit invoice messages', they will not be able to modify the default content you have set up in this section
The character counter is only an estimation of characters, for more info on what each variable means and character counts associated to each variable, check for more info here
SMS content
We will automatically append the invoice preview link for your customer and this will not count against your character limit
The character counter is only an estimation of characters, for more info on what each variable means and character counts associated to each variable, check for more info here
For additional questions or support, please be sure to chat in via the blue chat bubble in the bottom right hand corner of your Dashboard.