The Templates & Customization settings in QuoteIQ allow you to fully personalize what customers see when they receive an estimate, invoice, inspection form, or calendar confirmation. You can also set PDF footers and automated reply messages. Every template can be edited and updated at any time.
How to Access Template Settings
From your Dashboard, click Settings
Scroll to the Templates & Customization section
Click the template you’d like to update
Estimate Settings
Contract / Terms & Conditions
Create and manage contracts sent with estimates:
Upload a PDF file (PDF only)
Create custom written contracts (with header + body)
Purchase pre-written contracts directly inside QuoteIQ
Assign a default contract
Edit or delete existing contracts using the pencil or trash icon
Full Article: How to Edit Terms & Conditions
General Tags (Available Everywhere):
@customer_first_name - Customer First Name
@customer_last_name - Customer Last Name
@customer_name - Customer Full Name
@company_name - Your Company Name
@service_list - Service(s)
Helpful Notes:
Pencil icon = Edit
Trash icon = Delete
All updates apply to future quotes, invoices, and forms
SMS messages should stay under 160 characters for best delivery
Estimate Email/SMS Template
Customize the email and text customers receive when they’re sent an estimate.
Includes:
Email: Subject + Body
SMS: Body only
Specific tags:
@estimate_total - Provides the total invoice price
@estimate_link - Provides link to the estimate
Invoice Email/SMS Template
Customize the email and text customers receive when they’re sent an invoice.
Includes:
Email: Subject + Body
SMS: Body Only
Specific tags:
@invoice_total - Provides the total invoice price
@invoice_link - Provides link to the invoice
Invoice Reminder Email Template
Used in the Send Reminder button on the invoice screen.
Email Only
Subject + Body
Specific tags:
@paid_at - Date & Time the invoice was paid.
@invoice_link - Provides link to the invoice
Inspection Form Email/SMS Template
Used when sending job inspection results:
Email Only
Subject + Body
Specific Tag:
@form_link - Provides link to the inspection form
Calendar Confirmation Email Template
Triggered when jobs are scheduled/rescheduled:
Email Only
Subject + Body
Specific Tags:
@time - Job start time
@callback_number - Your business contact number
Custom PDF Footers
Customize document footers for:
Estimate PDFs
Invoice PDFs
Inspection PDFs
Each footer includes:
A Title
A Footer Body (optional disclaimers, policies, or company notes)
On The Way Text
SMS message automatically send when your tech clicks On The Way button in QuoteIQ app:
Specific Tags:
@time - Job start time
@callback_number - Your business contact number