Work Order and Quote Request Custom Messages

Organisation Admins can prepare custom messages to be displayed on Work and Quote Requests for their Organisation. 

Customise Work Order and Quote Request Custom Messages

1. Go to the Settings page 

2. Select Templates

3. Go to Work Order and Quote Request Custom Messages - Work Order Policies 

4. Click the three dots to the right of the row and select 'Edit'

5. Edit the Content, customise the formatting, or hyperlink text if needed. 

6. Click 'Preview' to review the changes 

7. Click 'Save'

This message will be displayed at the bottom of the Job page and on the Work and Quote Request PDFs. 

For more information, please see Send an Email Invitation to Committee Members and Owners and Templates for Owner Emails & Letters.

Organisation Admins should contact us with any further questions regarding this process.