Overview

Snippets are reusable templates for frequently used notes and messages. They help your team quickly insert consistent content into Notes, Emails, SMS, and Portal communications without typing the same message each time.

Access Snippets

1. Click the Settings (gear) icon in the bottom-left corner.

2. Under Company Settings, select Snippets.

From here, you can:

• View all existing snippets

• Create new snippets

• Edit existing snippets

• Archive old snippets

• Search for snippets

• Toggle on Show Archived to display archived snippets

To create a new one, click + Snippet in the top-left corner.

Create a Snippet

Create a Snippet

1. Click + Snippet.

2. Add a Name to make the snippet easy to identify.

3. Enter your template under Content. Format your message using bold, italic, underline, lists, or links, or use the AI toolsto improve, shorten, expand, or adjust the tone.

4. Click Create.

Use a Snippet

Snippets can be used in Notes, Emails, SMS messages, and Portal communications.

Notes

Communications

• Emails

• SMS messages

• Portal communications

  

To use a snippet:

1. Open the desired Account, Opportunity, Project, or Work Order record

2. Navigate to the Notes or Communications section

3. Click the Snippets icon inside the text field. The icon appears as a small book symbol and allows users to quickly browse and insert saved snippets.

4. Select the desired snippet

5. The content will automatically populate into the field

This allows teams to quickly insert standardized updates without manually typing the same message each time.

Example Snippet

Snippet Name

Construction Update

Example Content

Hello /Account.Contacts.FirstNames,

Construction is scheduled to begin on Monday, May 12th, and is expected to take approximately 2–3 business days depending on weather conditions and inspection approvals.

Please ensure the property is accessible for the crew upon arrival. If you have any questions before construction begins, please feel free to reach out.

Thank you!