π How to Edit the Inspection Reports Email Template
The Inspection Reports Email Template controls the email your customers receive when an inspection report is sent through Inspect Point. This template is customizable so you can adjust the tone, wording, and instructions to match your companyβs communication style.
π Where to Edit the Template
The default email template is managed in your backend Report Settings.
To View or Edit:
- Go to the backend Settings β Inspections β Report Settings
- Scroll to the Default Settings area and locate Reports Email Template
- Make your edits directly in the text box
- Click Save in the upper right corner
Once saved, this becomes the default email message your customers will receive whenever you send an inspection report from the backend.
π‘Tip: If you need to adjust the messaging for a specific report, you can also edit the email body at the time of sending. Updating the text during send will only affect that individual email and will not change your default template.
π§ Using Placeholders
You can insert dynamic placeholders so each email is customized automatically. Supported placeholders include:
- {{ building_name }} β Inserts the building name
- {{ report_link }} β Inserts the download link for the report
- {{ frequency }} β Inserts the inspection frequency
- {{ inspection_date }} β Inserts the inspection date
These placeholders must remain wrapped in double curly brackets to function properly.
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