Notifications & templates
LawnLedger sends email and text on your behalf — an invoice, a reminder, a receipt. The default wording is fine, and it’s also generic. Editing it is how those messages sound like your business instead of like software.
Email notifications are included on every plan. SMS is Professional and up
(smsNotifications) and needs Twilio connected. Editing templates requires
notifications.manage.
What gets sent
Under Settings → Company → Notifications you’ll find the full list — invoice sent, payment received, appointment reminder, estimate follow-up, and so on. Each one can be turned on or off, and each has its own wording.
Editing a template
Open a template and edit it like a document. Placeholders in braces get replaced with real values when it sends — the customer’s name, the invoice number, the amount due.
Don’t retype a placeholder from memory. If it doesn’t match exactly, it sends
the literal text instead of the value, and your customer gets an email
addressed to {customerName}. Insert them from the picker.
Send yourself a test after editing. It’s the only way to see what it actually looks like in a mail client.
Spanish
Every default template ships in English and Spanish. Which one a customer receives follows the language on their record, so a Spanish-speaking customer gets Spanish without you maintaining two lists by hand.
If you edit a template, edit both languages — otherwise Spanish-speaking customers keep getting the old wording.
Customers who opt out
Someone who unsubscribes stops receiving marketing-type messages. They still get transactional ones — an invoice, a receipt, a password reset — because those aren’t marketing and they asked for them by doing business with you.
Tips
- Turn off what you don’t want rather than leaving it on and apologizing. Every message is one your customer didn’t ask for unless it’s useful.
- Reminders are the highest-value ones to keep. An appointment reminder that prevents one missed visit pays for itself.