Design Dynamic Email Templates From Bay Configuration (Service App)

June 1, 2023


Design dynamic email templates from Bay Configuration

Users have the ability to create custom emails for sending to customers from the Service App.  

Click Options menu and select Bays Configuration.

From the list on the left select the “Email and documents templates”

This opens the email template page.  

Custom email template can be built.  

As an additional ease of use there are data point clickable dynamic texts that can be added to the template to pull info directly from the customer records, work order records. So once finished and saved when sending emails from a Work Order it will use the new template.