Customizing Repair messages
When you click a status button on the Repairs action panel (e.g. “Mark complete + notify”), JewelTrak proposes a message for the customer using a seeded template. The Settings → Repair Messages editor lets each store rewrite those templates so the wording, signature, and tone match its own voice. You don’t have to customize anything — until you save an override, sending uses the seeded default.
What you can customize
Each repair status that involves an outbound message gets two slots: Email and SMS.
| Status | When it fires | Audience |
|---|---|---|
| Estimate | You’re sharing the estimate with the customer | Customer |
| Approved | Customer approved, work is starting | Customer |
| In Progress | Mid-stream update | Customer |
| On Hold | Need a decision from the customer to proceed | Customer |
| Completed | Repair is ready for pickup | Customer |
The Cancelled status has no template — cancellations vary too much to template usefully.
Tokens
Tokens are placeholders the system replaces with real data at send time.
| Token | Replaced with |
|---|---|
{CustomerFirstName} | Customer’s first name |
{CustomerName} | Customer’s full display name |
{RepairID} | Zero-padded six-digit repair number |
{EnvelopeNo} | Envelope or take-in slip number |
{Describe} | Repair description |
{Salesperson} | Assigned salesperson |
{StoreName} | The store handling the repair |
{DueDate} | Promised pickup date, formatted long |
{UnitPrice} | Quote / final price, formatted as $X,XXX.XX |
Click into a Subject or Body field, then click any token in the right-hand sidebar to insert it at the cursor.
Saving and resetting
Each slot has its own Save button. Saving creates (or updates) a tenant override row. Once an override exists, the slot shows a Custom badge and a Reset to default link.
The Active checkbox lets you save a draft without enabling it. With Active off the action panel falls through to the seeded default at send time even though your custom row exists.
Who can edit
Editing repair templates requires the Manage users permission (CanManageUsers).
Related
- Custom Job Messages — same flow for the Custom Jobs module.
- Twilio integration — controls whether the SMS slots are available to send at all.