You'll find message templates under Administration → Message templates. The list shows all your station's templates, with the channel (SMS or email) and which languages each template is available in. At the top you can search templates and filter by channel.
How to create a new template
Click New template in the top right.
Give the template a name. The name is what the driver sees when choosing a message, so make it recognisable – for example "Driver on the way" or "Vehicle delivered".
Choose the type: SMS or Email.
(Optional) Write a short description of what the message should say. AI then writes a draft you can edit before saving. Leave the field empty to start with a blank template.
Click Create template.
Write and adjust the text
The template now opens:
Email: fill in Subject and Text.
SMS: fill in Text. At the bottom, Assist counts the characters and how many SMS messages it will be.
Click Insert field to add details taken from the job, such as the customer's name or estimated arrival. See "Merge fields in a message template".
In email you can make text bold: select the text and click B or press Ctrl+B. In the editor, bold text is shown between two asterisks, **like this**.
Improve with AI can help you tighten the text.
Preview on the right shows what the message will look like with sample data from a job, so you can see the result before saving.
When should the template be available?
At the bottom you'll find the option "Show when messages are sent manually". When this is on, the template can be chosen when someone writes a message themselves on a job – not only where it's linked to a fixed point in the checklist.
Save
Click Save. The template is now ready to use and can be linked to a point in a service template.
Next step: For the driver to get the template automatically during the job, link it to a "Send SMS" or "Send email" item in a service template. See "Use a message template on a job".