Jim's Jobs - What are the default SMS and Email templates sent from Jim's Jobs?
Here’s the list of default SMS and Email templates used in Jims Jobs. Templates use placeholders to auto-fill client, job, quote or invoice information and adding a personal touch and you can modify them via Email Templates or SMS Templates under the SETUP menu.
Note: Comments in a YELLOW box are under development and will be released in the future versions.
Subject | Default Email template
| Default SMS template | |
|---|---|---|---|
| 1 | Booking Reminder | None | Reminder: [FIRST NAME] from [BUSINESS NAME] is booked for [Job Date, Job Time One Hour Window]. Any issues, please phone [PHONE 1]. Example: Reminder: Alex from Jim’s heating and cooling is booked for 23rd June, 10-11 am. Any issues, please phone 04359084545. Comment: Characters at 119, with “Alex” as the name. Max of 153 still allows for long names.
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| 2 | Booking Confirmation | None | Reminder: [FIRSTNAME] from Jim’s [DIVISION] is booked for [Job Date, Job Time One Hour Window]. Any issues, please phone [PHONE1]. Example: Reminder: Alex from Jim’s Mowing is booked for 23rd June, 10-11 am. Any issues, please phone 04359084545.Reminder: [FIRST NAME] from [BUSINESS NAME] is booked for [Job Date, Job Time One Hour Window]. Any issues, please phone [PHONE 1]. Example: Reminder: Alex from Jim’s Mowing is booked for 23rd June, 10-11 am. Any issues, please phone 04359084545. Comment: Characters at 119, with “Alex” as the name. Max of 153 still allows for long names. |
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| 5 | Send Quote | Subject: Quote #[Quote Number] from Jim's [FSE’s DIVISION] Body: Hi [BILLED CLIENT’S FIRST NAME], Thank you for your recent enquiry and the opportunity to provide you with the attached quotation for services as requested. Please let me know if you accept the quote and would like to go ahead with this service as soon as possible. This quote is valid until [QUOTE EXPIRY DATE]. If you would like further explanation on the service fees or would like to discuss or clarify our quote, please don't hesitate to call or email. Kind regards, [FIRSTNAME] [BUSINESSNAME] [PHONE1] [EMAIL] [LOGO]
Example: Subject: Quote #23 from Jim's Mowing Body: Hi Liviu, Thank you for your recent enquiry and the opportunity to provide you with the attached quotation for services as requested. Please let me know if you accept the quote and would like to go ahead with this service as soon as possible. This quote is valid until 23rd June, 2020. Kind regards, Alex Jim's Mowing (Hillarys Marmion) 0450343434 | Thank you for your enquiry. Please download your Jim's [DIVISION] quote #[QUOTE NUMBER] from: [QUOTEURL] Any queries, please contact [PHONE1].
Example: Thank you for your enquiry. Please download your Jim's Mowing quote #12 from: Any queries, please contact 0439998374.
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| 6 | Send Invoice | Subject: Jim's [FSE’s DIVISION] Invoice #[Invoice Number] Body: Hi [BILLED CLIENT’S FIRST NAME], Thank you for your business. Please find attached the invoice #[INVOICE NUMBER] for works completed on [Date of Jobs]. Thank you in anticipation of your prompt payment. Kind regards, [FIRSTNAME] [BUSINESSNAME] [PHONE1] [EMAIL] [LOGO]
Example: Subject: Jim's Mowing Invoice #12 Body: Hi Liviu, Thank you for your business. Please find attached the invoice #12 for works completed on 23/08/2020, 24/08/2020 and 25/08/2020. Thank you in anticipation of your prompt payment. Kind regards, Alex Jim's Mowing (Hillarys Marmion) 0450343434 | Thank you for your business. Download your Jim's [DIVISION] invoice #[INVOICE NUMBER] from: [INVOICEURL] Any queries, please contact [PHONE1].
Example: Thank you for your business. Download your Jim's Mowing invoice #12 from: Any queries, please contact 0450343434.
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| 7 | Payment Follow up | Subject : “Your Jim's [FSE’s DIVISION] Invoice is overdue”
Please click on the link below to view the overdue invoice(s) : [Overdue INVOICE #1 SHORTENED PUBLIC URL]
Thank you for being a customer of Jim’s [DIVISION]. Kind regards,
Example: Subject: Your Jim's Mowing Invoice is overdue Body: Dear Liviu, Your account is now overdue. [Total Overdue Amount] Please click on the link below to view the overdue invoice(s) : [Overdue INVOICE #1 SHORTENED PUBLIC URL]
Thank you for being a customer of Jim’s Mowing. Kind regards, Alex Jim's Mowing (Hillarys Marmion) 0430000223
| Your account is now overdue by [Total Overdue Amount]. View your last invoice from: [INVOICEURL]
Example: Your account is now overdue by $400. View your last invoice from: Any queries, please call 0430000335. Thanks
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| 8 | Quote Follow up | Subject: Followup on Quote #[Quote Number] from Jim's [FSE’s DIVISION] Body: Hi [BILLED CLIENT’S FIRST NAME], Thank you for your recent enquiry and the opportunity to provide you with the attached quotation for services as requested. Please let me know if you accept our quote and would like to go ahead with this service as soon as possible. This quote is valid until [QUOTE EXPIRY DATE]. If you would like further explanation on the service fees or need to discuss or clarify our quote, please don't hesitate to call or email. Kind regards, [FIRSTNAME] [BUSINESSNAME] [PHONE1] [EMAIL] [LOGO]
Example: Subject: Followup on Quote #23 from Jim's Mowing Body: Hi Liviu, Thank you for your recent enquiry and the opportunity to provide you with the attached quotation for services as requested Please let me know if you accept our quote and would like to go ahead with this service as soon as possible. This quote is valid until 23rd June,2020. If you would like further explanation on the service fees, need to discuss or clarify our quote, please don't hesitate to call or email. Kind regards, Alex Jim's Mowing (Hillarys Marmion) 0430023355
| Hi [CLIENTSFIRSTNAME], just a quick reminder regarding Jim’s quote #[QUOTENUMBER] sent on [QUOTEDATE]. Review your quote here: [QUOTEURL] Please let me know if you would like to go ahead with this service. Thank you.
Example: Hi Anna, just a quick reminder regarding Jim’s quote #12345 sent on 23rd September. Review your quote here: Please let me know if you would like to go ahead with this service. Thank you.
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| 9 | Lead Not Contacted | NA | [FSE Name] [FSE Mobile] failed to contact [Lead name] by [time]. |
Place Holder | Description | Preview Sample Value |
|---|---|---|
JOB ADDRESS | Job Addresses associated with Quote/Invoice | 1, Sample Client St, Jobs Gate, 4490, QLD |
JOB CONTACT NAME | Job Contact Person's name associated with Quote/Invoice | Contact Wick |
BILLED CLIENTS FIRST NAME | Billed client’s first name associated with Quote/Invoice | John |
BILLED CLIENTS DISPLAY NAME | Billed client’s display name associated with Quote/Invoice | John Contact Wick |
JOB DATE | Job date/s associated with Quote/Invoice | 12/3/2023 |
DATE OF NEXT JOB | Date of Next Scheduled Job with Customer | 12/3/2023 |
QUOTE NUMBER | Quote Number | 123 |
QUOTE DATE | Quote Creation Date | 12/3/2023 |
QUOTE EXPIRY DATE | Quote Expiry Date | 12/3/2023 |
QUOTE TOTAL AMOUNT | Quote Total Amount | $1,234.56 |
QUOTE NOTE | Quote Notes | Sample Quote Note |
QUOTEURL | System generated Quote Shortened Public URL | |
INVOICE DUE DATE | Invoice Due Date | 12/3/2023 |
INVOICE DESCRIPTION | Invoice Title | TAX INVOICE |
INVOICE NUMBER | Invoice Number | 123 |
INVOICE DATE | Invoice Creation Date | 12/3/2023 |
TOTAL AMOUNT PAYABLE | Total Amount Payable on invoice | $1,234.56 |
INVOICE NOTE | Invoice notes | Sample Invoice Note |
INVOICEURL | System Generated Invoice Shortened Public URL | |
FIRST NAME | Logged in User’s First Name | Sample |
BUSINESS NAME | Logged in User's Business Name | Sample Business Name |
EMAIL ADDRESS | Logged in User's Email address | |
DIVISION | Logged in User’s Division | Sample Division |
PHONE 1 | Logged in User’s Phone Number 1 | 0412 123 123 |
PHONE 2 | Logged in User’s Phone Number 1 | 0412 123 321 |
ADDRESS | Logged in User’s Business Address | 1 Sample St, SampleTown, 3123 |
ABN | Business Registration Number 1 | 88 123 456 789 |
ACN | Business Registration Number 2 | 123 456 789 |
BANK ACC NO | Bank account number | 123 123456 789 |