Set up and customize email templates

Set up and customize email templates

In the house manager you can create email templates for the following processes:

  1. For shipping ofWork orders/quotation requests/ordersetc. .
  2. For automatic notifications to detectors ofTickets (status mail).
    1. Even when transitioning a reported ticket from one status to another status. Individual status can also be assigned without e-mail shipping.
  3. For shipping ofCertificates of performance.
  4. For shipping ofQuality Reports.
  5. For tasks with "Releaserequested", "Share Rejected" and "Share Sharing"

Basic configuration of email templates


Editing email templates based on our HTML editor

You can edit each template with the "pen icon" at the bottom of the table or create new templates and copy existing templates.

In editing mode, many placeholders are available, which automatically adopt the respective field values. In addition, you can use the HTML editor to customize the design of your email.


Assign status mail templates to individual status

Info
1 1. Assigning email templates to ticket states

Info
2. 2. 2.Assign email templates to task status




    • Related Articles

    • How do I set up email for my user?

      As you have already found in the house manager, you will be able to send work certificates, performance certificates, etc. In order to enable the email sending of the respective user account, preparation of the respective user account is required. ...
    • Where can I see that my ticket has been completed?

      The processing status of tickets is divided into 4 groups. A ticket may be open, in progress, completed, or classified as not necessary. The status of a ticket can be viewed in the Status column in the menu item Tickets. If a task created from a ...
    • How do I automatically create tickets from incoming emails?

      Email to ticket In the house manager it is possible to create a ticket directly from incoming e-mails. The ticket is stored here in the ticket entrance (ticker-external). This requires a separate email account to which the emails are sent. From ...
    • From ticket to task to technician app and back

      tasks that occur as needed are usually tasks previously entered by the ticket system. A ticket must be converted into a task for further processing. A category, service area as well as documents, checklists and other internal information can then be ...
    • Enter tickets with access data (user & password)

      For the ticker "Login" access data to the software are required (license user or external users with login name and password). Users can then log in to the house manager via the normal access link and enter tickets in the menu item Tickets. In this ...