SmartMoving gives you full control over the automated messages your customers receive. You can customize wording, enable or disable templates, and create different messages for sales, operations, and customer notifications.
❗️Note: Only company admins can create or edit message templates.
You can create unlimited templates and tailor them to match your workflow and communication style.
Types of Message Templates
Before editing a template, determine which type you want to customize.
I. Sales Templates
Used for proposals, follow-ups, confirmations, and other sales communications.
Where to find it:
Settings > Sales > Sales Templates
From here, you can:
Click Add Template to create a new sales template
Click an existing template name to edit it
II. Email & SMS Communication Templates
Used for operational messages such as job reminders, invoice notifications, customer updates, and Crew Arrival Notification.
Where to find it:
Settings > Company Settings > Email / SMS Templates
From here, you can:
Toggle templates on or off
Click a template name to edit it
Customize both email and SMS versions
Using the Template Editor
Each template includes an editor where you can:
Customize the message text
Add formatting
Insert tokens (tags) to pull in customer, job, or company data
Switch between Email, SMS, or both
Choose Email or SMS Editor
Use the Email/SMS drop-down at the top of the editor to select:
Email Only - shows only the email editor
SMS Only - shows only the SMS editor
Email & SMS - shows both editors
Email Editor
The Email Editor works like a standard text editor and allows you to:
Format text (bold, italics, alignment)
Add lists and links
Insert tags (tokens) to dynamically pull in data
SMS Editor
The SMS Editor allows you to create a short text message version of your template and insert tokens the same way you do for email.
❗️ Character limits:
SMS messages are limited to 140 characters.
If your message exceeds this limit, customers may receive multiple message segments, which may increase billing costs depending on their carrier.