From the Automated Messages page, click the edit icon ( ) on the upper right of an existing message to open in in the message editor where you can modify the content and formatting of your transactional emails to provide clear instructions to your clients:

If prompted, review the notice about transactional messages and click Continue to proceed to the message editor.
Review the Automatically Sends field to confirm the trigger event for the message. This field is read-only and cannot be changed.
Enter the text you want to appear in the Subject Line field.
Enter the primary heading for the email in the Heading field.
Click Insert Variable above the Heading field to add dynamic data, such as the client name.
Enter the main body content in the Email Message field and use the rich-text toolbar to format the message content. Expand the panel below for a detailed description of each icon.
Text editor toolbar icons
- Bold icon ( ) – Makes selected text bold for emphasis.
- Italic icon ( ) – Italicizes selected text for subtle emphasis or legal terms.
- Underline icon ( ) – Underlines selected text for visibility.
- Strikethrough icon ( ) – Strikes through text to indicate removal or deprecation.
- Code Block icon ( ) – Formats selected text as a code block, useful for legal clauses or preformatted content.
- Quote icon ( ) – Formats selected text as a block quote to highlight important statements or direct quotes.
- Ordered List icon ( ) – Creates a numbered list for steps or obligations.
- Unordered List icon ( ) – Creates a bulleted list for general points or clauses.
- Style dropdown – Allows you to apply Normal (paragraph) or Heading styles to structure your agreement.
- Hyperlink icon ( ) – Adds a clickable link to external resources or documents.
- Align Left icon ( ) – Aligns text to the left margin.
- Align Center icon ( ) – Centers the selected text.
- Align Right icon ( ) – Aligns text to the right margin.
- Justify icon ( ) – Distributes text evenly and fills the width of each line.
- Insert Variable – This dropdown allows you to insert dynamic fields such as customer name, date, or inspector name using the details entered in your report.
Click Preview Message on the upper right to view how the email appears to clients using Desktop and Mobile email clients. When you're done, click the X on the upper right to close the preview.
When you're finished, click Save on the upper right to apply your changes and return to the list of Automated Messages.

Integrations