Email and Text Using Document Templates

You can create text and email document templates specifically for sending texts and emails from the Service Autopilot Legacy app. This saves Legacy app users time in the field because the message they need to send is already at least partially composed.

To send an email or text message using the Mobile App, use the following steps.

  1. From the My Schedule screen, tap the Job you need to contact.
  2. Tap Contact.
  3. Select "Send Text" or "Send Email".
  4. Tap Document to select a Document template.
  5. Edit the message as needed.
  6. Tap Send.


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