FieldMotion field service management software has many parts to it which generate and send emails. Up until now, we’ve kept the design of those emails to be very bare-bones, but over the last few weeks, we took it upon ourselves to add a personalised touch to the emails, making sure the paperless forms of your corporate letters look just like the printed forms.
We added a configuration page for creating email templates, in which you can design the emails as if you were creating a document in Word. You can add images, tables, etc. This lets you create your corporate letter-head feel for the emails. Dragging the office look into paperless mobile forms!
You can set one of those template to be the site default. When an email is being sent, this template will be chosen if no other is already set.
In the Forms section, you can set specific templates for each Form type. So, if you just finished a task in your job management app and an inspection report to send off, you can make the email look different than a time-sheet report, let’s say.
As an example, here’s one I just generated for testing purposes (image on right – click to view):
Because emails are part of any workflow management software and you won’t be manually sending every email that your customers receive, it’s important that you have some measure of control over how they look.
If you want a demo of FieldMotion’s features, contact us and we’ll be happy to arrange it!