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Messaging

Notification Templates

Control, customize, preview, and test the automatic SMS and email messages customers receive.

Updated Sep 3, 2026 · 2 min read · For Owner + Office + Sales

Notification templates keep routine customer updates consistent while letting your company control the channel, wording, timing, and enabled events.

Configure every customer notification

  1. Review the templates for invoices, payments, overdue reminders, bid sends, appointment reminders, job status, materials, and completion receipts.
  2. Toggle one individual template.
  3. Use the bulk switch for the current channel.
  4. Edit an SMS body, insert an available merge field, and save it.
  5. Switch to Email, edit its subject and body with a merge field, and save.
  6. Reset a modified template to its default.
  7. Preview a template with sample customer data.
  8. Send a simulated test message.
  9. Enable the CRM auto-reply for consented public leads.
Interactive notification settings lesson using simulated Sullivan Electric templates.

Customer consent still controls SMS delivery. Continue with Customer Text Messages to see how opt-in, STOP, START, and company numbers work.

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