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Release Notes - Email Template Editor

This Release Notes article introduces the new Email Template Editor feature.

Written by Product Education Team
Updated over a week ago

๐Ÿš€ What's Launching?

Org Admins and Administrators can now customise the emails FieldAware sends to customers for Jobs, Quotes, Invoices, and Attachments, giving you full control over how your business communicates.

Access it via: Company Settings โ†’ Email Templates

Each of the four email types (Job, Quote, Invoice, and Attachments) has its own independent template. For each, you can now configure:

  • From Name โ€” set a recognisable sender name in your customer's inbox (e.g. Acme Service Team)

  • Reply-To Address โ€” route replies to the right inbox per email type, with an option to include the Job Lead or Invoice Creator

  • Subject Line โ€” write a custom subject with dynamic variables that personalise at send time (e.g., job number, customer name, invoice total)

  • Email Body โ€” use a rich-text editor to format content, add hyperlinks, and insert dynamic variables

  • Email Footer โ€” automatically populated with your company logo and details from Company Settings; no manual setup required


๐ŸŽ‰ Benefits

  • Present a consistent, on-brand experience across all customer-facing emails

  • Tailor tone and content per email type โ€” invoices can sound different from job updates

  • Personalise emails at scale using dynamic variables without any manual effort

  • System default templates remain as a fallback, so customers always receive a professional email even if a template hasn't been customised


๐Ÿ”ฎ Roadmap

This release is the first step in giving you full control of your customer communications. Here's what we're exploring for future iterations:

  • Custom domain sending โ€” send from your own domain (e.g. noreply@yourcompany.com) rather than noreply@fieldaware.com

  • Richer visual editing โ€” a full drag-and-drop email builder similar to tools like Mailchimp

  • Email analytics โ€” open rates, engagement tracking, and spam/block rate reporting


๐Ÿซ Ready to Learn More?

Please use the following links to access additional information about the Email Template Editor:

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