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​Settings > Company Settings > Email Templates

Use email templates to streamline and standardize messages sent from Jobs.

Use email templates in Lever360 to standardize and streamline communication directly from Jobs.

Templates can include keys to auto-fill job-specific details, ensuring each message is personalized. Keys can be inserted in both the email body and subject line for dynamic messaging.

This guide explains where to find email templates, the difference between default and custom types, and provides ready-to-use samples to help you get started.

Default Email Templates

Custom Email Templates

Using Keys for Auto-Fill
In the email template builder, you can insert keys in the body of your email to automatically fill in job-specific details—like customer name, job number, or site address—when the email is sent. This helps personalize every message without manual updates.

Tip: You can also copy and paste keys into the email subject line to personalize subject lines with job-specific details.

Use the sample templates below as a starting point. You can copy and paste them directly into Lever360 or customize them to fit your company’s communication style when creating your own email templates.

Subject:
Invoice from {Office - Company Name} – Invoice # {Invoice Number}

Body:
Hello {Job.BillingName},

Please find attached an invoice related to services for Job # {Job.JobNumber}.

Invoice Number: {Invoice Number}

If you have any questions about this invoice or the services provided, please don’t hesitate to contact us.

- Thank you for choosing {Office - Company Name},

Subject:
Estimate from {Office - Company Name} – Job #{Job.JobNumber}

Body:
Hello {Job.BillingName},

Please find attached an estimate related to services for Job #{Job.JobNumber}.

Estimate Number: {Estimate Number}

If you have any questions about this estimate or need clarification on the scope of work, feel free to contact us. We're happy to assist in any way we can.

-Thank you for considering {Office - Company Name},

Subject:
Note Update for Job #{Job.JobNumber} – Note Date: {JobNote CreatedDate}

Body:
Hello,

The following job note has been shared for your reference regarding Job #{Job.JobNumber}.

Note By: {JobNote Creator}
​Date/Time: {JobNote CreatedDate} at {JobNote CreatedTime}

Note:
{JobNote Description}

-Sent from {Sender First Name} {Sender Last Name} – {Office - Company Name}

Subject:
Task Details – Job #{Job.JobNumber}: {Task Subject}

Body:
The following task has been shared with you regarding Job #{Job.JobNumber}. Please see the attached file for full task details.

Task: {Task Subject}
​Priority: {Task Priority}

Status: {Task Status}
​Start Date: {Task StartDate}
​Due Date: {Task DueDate}

Assigned To: {Task Primary Assignee}

Instructions:
{Task Instructions}

If you have any questions or need clarification, please reach out directly or contact our office.

- Sent from {Sender First Name} {Sender Last Name} – {Office - Company Name},

Subject:
Forms for Your Review and Signature – Job #{Job.JobNumber}

Body:
Hello {Form Recipient Full Name},

Please review and complete the required form(s) related to Job #{Job.JobNumber} by clicking the link below:

Signing Link: {{link}}

If you have any questions or need help accessing the forms, please feel free to contact us. We appreciate your prompt attention.

- Thank you,

Subject:
#{Job.JobNumber}: {Job.JobName}

Body:

Please find the details below for Job #{Job.JobNumber} – {Job.JobName}.

Job Type: {Job.Type}
​Customer Name: {Job.CustomerName}
​Site Address:
{Job.SiteAddress.Address1} {Job.SiteAddress.Address2}
{Job.SiteAddress.City}, {Job.SiteAddress.State} {Job.SiteAddress.PostalCode}

Claim #: {Job.ClaimNumber}
​Policy #: {Job.PolicyNumber}

Insurance Carrier: {Insurance Company}

Loss Date: {Job.LossDate}
​Call Date/Time: {Job.CallDate} at {Job.CallTime}

Reported Source: {Job.ReportedSource}

Initial Loss Description:
{Job.InitialLossDescription}

If you need anything further, feel free to reach out,

Subject:
Purchase Order – PO #{PO Number}

Body:

Please find the attached purchase order from {Office - Company Name} related to Job #{Job.JobNumber} – {Job.JobName}.

PO Number: {PO Number}
​Status: {PO Status}
​Date Submitted: {PO Date Submitted}
​Vendor: {PO Vendor}
​Purchaser: {PO Purchaser}
​Total: {PO Grand Total}

Notes / Special Instructions:
{PO Notes/special instructions}

If you have any questions or need clarification, please contact {Office - Company Name} before proceeding.

- Thank you,

Subject:
Payment Link Request – {Office - Company Name}: #{Job.JobNumber}

Body:

Dear {Job.BillingName},

Thank you for choosing {Office - Company Name} for your restoration needs. In accordance with our agreement, we have attached an invoice for services provided at your property and are ready to process your payment.

Please use the secure payment link below to complete the payment of {Invoice Total} for the services provided:{Payment Link}

For your reference, here are the details:

If you have any questions about the invoice or payment process, please feel free to contact us at {Office Phone} or {Office Email}.

-Thank you for your prompt attention to this matter - {Office - Company Name},

Custom templates can be created for general job communications. These are not tied to system functions and can be selected when sending any job email.

Use the sample below to get started:

Subject:
Thank You – Job #{Job.JobNumber} Completed

Body:
Hello {Job.CustomerName},

We’re happy to let you know that work for Job #{Job.JobNumber} – {Job.JobName} has been completed.

Thank you for trusting {Office - Company Name} with your property. We hope everything went smoothly and met your expectations.

We value your feedback — it helps us improve and recognize the team members who go above and beyond.

You can share your thoughts by replying to this email, giving us a call, or leaving a review here:
​[Insert feedback link or review site]

If you have any questions or need anything further, don’t hesitate to reach out.

- Thank you,
{Office - Company Name}

Support

💡 Need help? Contact support or reach out through Lever360’s help resources.

📧 Support Email: [email protected]

📞 Help Desk: 561.337.2900 x 2

📚 More Guides: https://docs.lever360.com/en/