Notifications, Email Templates and Communications
Guides for notifications, email templates, previews, sender details and platform notices.
Review internal notifications
Use the internal notifications list to review recent Fencify alerts, unread updates, linked records and notification timing.
Use the notification drawer
Use the Fencify notification drawer to quickly review recent alerts, open linked records and clear unread notification badges.
Manage email templates
Use the email template list to review default client templates, saved custom templates and placeholder options used in Fencify emails.
Create an email template
Create a custom Fencify email template with a name, use type, subject line, message body and supported placeholders.
Update an email template
Update a custom Fencify email template by editing its name, use type, subject line and message body.
Delete a disposable email template
Delete a disposable custom email template from Fencify after checking it is no longer needed for client communication.
Use the quote email template
Use quote email templates to prepare proposal emails with quote number, client details, amount and proposal link placeholders.
Use the invoice email template
Use invoice email templates to send invoices with invoice number, balance due, due date and invoice link details.
Use the project email template
Use project email templates to prepare client project updates with portal links, variation requests and handover sign-off messages.
Use the portal email template
Use portal email templates to share client and neighbour portal links with clear project details and recipient wording.
Set sender identity and reply handling
Set Fencify email design and reply handling so client emails use the right business details, branding, footer text and reply-to address.