Always sending the same email? Turn it into a good-to-go template.

Better communication = happier clients. Simple but true. So, with that in mind, we’re always looking for new ways you can keep people in the loop (and smiling).

YourTradebase already gives you a set of pre-written email templates you can use when you’re doing regular things like sending a quote or chasing up an invoice. You can adapt them to suit your company, job or specific customer, but they still don’t cover every eventuality.

So, we’ve made some improvements. From today, as well as using the email templates we’ve set up for you, you’ll be able to create and save your own, ready to use again and again. Which means more control over the messages you send – and when.

Say, for example, you always like to email customers to say thanks after they ask you to quote. Now all you need to do is create a new template, type that message in and save it. Then any time you need it, you’ll be able to open it up, tweak a few details and send it out. Boom.

No more typing out the same email over and over. Just fast, friendly messages in a few quick clicks. Happy customers, happy you.

Here’s how it works…

Creating a new template

• Just visit your settings > email templates
• Select ‘Add new email template’
• Give it a name (like “Thanks for asking me to quote”)
• Write out the subject and message
• Use tags to auto-fill your client’s name
• Include any attachments you’d like to send
• Hit save and we’ll add the template to your list, ready to use anytime

Using a new template

• Just open up a job or customer
• Choose ‘Send a message’
• Hit ‘templates’
• Pick the one you want

Bam! The email subject, body and any attachments will be pre-filled and ready for you to send. If you used tags in your email message, they’ll be ready for you to use, too. Need to tweak any details? No problem. Just make the changes you need and press ‘Send’. Job done.

Creating a set of email templates that matches the way you work could save you a tonne of admin time. You could even map all the messages you regularly send, from a customer’s first call to the day they pay – setting up a stack of good-to-go messages you can send in a few quick clicks. It might just be a game changer.

You’ll find more about email templates in our help docs

We’re super-excited about our latest update and we hope you find it helpful. Happy templating!