Communication

Stay connected with your clients through branded emails and SMS messages sent directly from YardPilot.

Features

Send Emails from Anywhere

Send emails to clients from:

• Visit details panel
• Contact profile
• Quote and invoice screens

All emails are automatically branded with your company logo and colours.

Communication Templates

Create reusable templates for common messages:

• Appointment reminders
• Quote follow-ups
• Job completion notifications
• Running late messages

Templates support variables like {contact.first_name} that auto-fill with client details.

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Create reusable message templates for common communications with automatic variable substitution

Professional Branding

Every email includes:

• Your company logo at the top
• Your brand colours
• Company contact details in the footer
• "Sent by [team member] from [company]" attribution

In This Section

• Sending Emails - Send branded emails to clients
• Communication Templates - Create and manage message templates
• Template Variables - Available placeholders for personalisation

Quick Start

1. Open a visit, contact, or quote
2. Click the Email or SMS button
3. Choose a template or write your message
4. Click Send

Your message is sent immediately with your company branding applied automatically.