Default Messages allow you to control the standard text that appears on customer-facing documents generated from ServiceCore, such as invoices, statements, estimates, and service tickets. Using default messages helps keep your communication consistent and allows you to share important information with customers automatically.
Before You Start
Here are a few things to know before you continue:
- To see if you have access to this feature in ServiceCore, please check out this article on user permission levels.
- Default messages are visible to customers on invoices and estimates.
- Service ticket disclaimers appear on Service Ticket PDFs and in the ServiceCore Mobile App.
- Adding a service ticket disclaimer enables the customer signature line on Service Ticket PDFs and in the ServiceCore Mobile App.
Access Default Messages
To add or update your default messages, follow these steps:
- Click your name in the top right corner.
- Click “Settings.”
- Within Company settings, select “Preferences.”
- Please Note: When you open Settings, you’ll always land on Company > Information.
Add Default Messages
Company Preferences settings are grouped by topic. Each section includes related settings, which can include default messages.
Printed and Emailed Documents
This section includes the default messages for invoices and your service ticket disclaimer. These messages appear on documents that are printed, emailed, or shared with customers.
Invoice Default Message
The Invoice Default Message appears on all invoice emails and PDFs you create, including both one-time and recurring invoices.
This message can be used to share general information such as a thank-you note, office contact details, payment instructions, or your Terms and Conditions. For example, you may include a statement like, “Payment of the first invoice is agreement to the company’s terms and conditions.”
Service Ticket Disclaimer
Adding a Service Ticket Disclaimer allows drivers to accept customer signatures through ServiceCore’s mobile app. Any text entered in this field appears on service tickets that you create, print, and share with customers, as well as in the ServiceCore Mobile App when a driver needs a signature. This disclaimer can include your Terms and Conditions or a brief agreement statement such as, “I agree to the company’s terms and conditions.” Drivers can then request a signature while on the job.
Estimates
The Estimate Default Message appears on all estimate PDFs and emails you create. This message can be used to include additional details for prospects, such as next steps, important notes, or time-related information.
After adding your default messages, click “Save” at the bottom of the page. Your messages will appear on newly created invoices, service tickets, and estimates.
If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@servicecore.com!