Email Template Management
Every email your business sends is a reflection of your brand. WorXflo's email template management lets you build a library of professional, on-brand templates — with data fields that personalise each message automatically — so communications are consistent regardless of who sends them.
Pre-Built & Customisable Templates
Start with WorXflo's existing library of templates for common communications — job confirmations, quotes, completion notices, invoice reminders — and customise them to match your brand, tone and specific requirements.
Data-Field Placeholders
Insert dynamic data fields for customer name, job reference, appointment time, engineer name, site address and more. Every message is personalised automatically without anyone having to type the details manually.
Brand Consistency
Customise templates with your logo, colours and email signature. Every customer communication reflects your brand — whether it's sent by a director or a junior scheduler, it looks the same.
Error Reduction
Pre-defined templates eliminate the typos and omissions that come from writing emails from scratch under time pressure. The core content is established and tested — operators just fill in the variables.
Time Saving
Eliminate repetitive drafting for routine communications. Templates for the most common customer touchpoints are ready in a click — freeing your team for work that actually requires human judgement.
Quick Personalisation
Edit templates quickly when the situation requires a personal touch. The core structure is in place — add a specific note, adjust the tone and send in seconds without starting from scratch.
Triggered Sending
Link templates to job stages and workflow events. When a job is assigned, completed or invoiced, the right template fires automatically — so communications happen without anyone having to remember to send them.
Communication Audit Trail
Every template-driven email sent through WorXflo is logged against the relevant job and customer record. Full visibility of what was sent, when and to whom — useful for customer disputes and compliance.
See WorXflo in action
One platform. One monthly fee. All features included — from £300/month for up to 25 users.