In this article, you will learn how to customize the default greeting message when sending estimates, invoices, work orders, and other custom documents in Workiz.

To learn more about how to customize the documents themselves, please see this article.

How to customize the default greeting message for documents

  1. From the navigation bar, select Settings > Settings

  2. Under General settings, select Documents

  3. Select the document you want to customize the greeting message for

  4. Select Email options

  5. Under Email message, edit the text as desired


    Tip: After selecting the text editing field, you can select Insert values to automatically generate parts of your message based on the information you’ve already entered into your Workiz account.


  6. Select Save

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