
Email Previews
Send a sample of any automated email to a test address to preview how it looks in your inbox.
All preview emails will be sent to this address with sample data.
Invoice Email
Triggered manually from Invoice Preview page
Sent when an invoice is created and emailed to the customer. Includes service breakdown, total, and payment link.
Payment Confirmation
Triggered automatically after payment recorded
Sent automatically when a payment is recorded on an invoice. Confirms amount paid, method, and date.
Appointment Confirmation
Triggered from Calendar when job is booked
Sent when a job is scheduled and confirmation is sent. Shows date, arrival window, technician, and services.
Estimate Email
Triggered manually from Estimates page
Sent when an estimate is created and emailed to the customer. Includes service table, total, and accept/decline link.
Previews use sample customer data — no real customers or invoices are affected.
