Goal
This article explains how to configure the email templates for quote requests and work orders in resvu. Once set up, each template automatically applies to all outgoing emails of that type, giving them a consistent look with your company's branding and contact details.
Overview
There are two separate email templates in Job Management settings — one for quote requests and one for work orders. Both templates work the same way and control the same fields, but apply to different emails.
The quote request template applies to: new quote requests to contractors, quote cancellations, follow-ups, committee review notifications, committee voting reminders, committee vote outcomes, and unsuccessful quote notifications.
The work order template applies to: new work orders to contractors, work order cancellations, reminders, follow-ups, committee copy emails, and completion notifications.
Accessing the Email Template Settings
Navigate to Settings ➡️ Job Management, then select either Quote Request Email Template or Work Order Email Template. From here you can edit the template and preview how your emails will appear to recipients.
Configuring the Header
The header appears at the top of every email and contains your company's branding and contact details.
Logo
Upload your company logo by dragging and dropping an image file into the upload area, or click Browse Files to select one from your computer.
Contact Details
Fill in the following fields to display your company's contact information in the email header. These fields are all optional — only fields that contain a value will appear in the email.
Postal Address — your company's physical address
Email — the contact email address shown in the email
Phone — your landline phone number
Mobile — your mobile phone number
Website — your company website URL
Configuring the Content
Disclaimer
The disclaimer is a rich text field that appears at the bottom of every email. A default disclaimer is pre-filled covering confidentiality and liability — edit this to reflect your company's preferred wording.
Terms & Conditions
You can attach a Terms & Conditions PDF that will automatically be included as an attachment on every email. Click the upload area to select a PDF from your computer.
Saving the Template
Once you have completed your changes, click Save (or Edit if the form is in read-only mode). The updated template will immediately apply to all future outgoing emails of that type.
Previewing the Template
The admin portal includes a live preview that updates as you make changes, showing exactly how the email will appear to recipients. Use this to check that your logo, contact details, and disclaimer look correct before saving.
Summary
Configure each template under Settings ➡️ Job Management. Add your logo and contact details to the header, update the disclaimer, and attach a Terms & Conditions PDF if needed. Each template applies independently — changes to the quote request template do not affect the work order template, and vice versa.