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Mailbox & conversations

Power user

Customize your email templates

Edit your info, bid, and broker email templates with variables, preview them, and add your signature so outreach goes out in a couple of taps.

3 min read

Templates let you write your broker emails once and reuse them on every load. Set up your info, bid, and broker messages with variables that fill in the load details for you, preview them, and attach your signature — so a bid or an availability check goes out in a couple of taps instead of a fresh email each time.

The templates you can edit

Numeo gives you templates for the emails you send most:

  • Info — asking a broker for the details you're missing.
  • Bid — putting your number on a load.
  • Broker — your general broker outreach.

Edit any of them to match how you actually talk to brokers.

Use variables

Instead of retyping load details every time, drop variables into a template and Numeo fills them in from the load when you send. Write the message once and it comes out load-specific each time — the right lane, rate, and details, without copy-paste.

Preview before you send

Preview a template to see exactly how it reads with a real load's details filled in. Check the wording and the variables land right before you start sending it to brokers.

Add your signature

Attach your signature so every templated email closes the same professional way — your name and contact details, added automatically.

Good to know

  • Set up once, reuse everywhere. Once your templates are saved, sending a bid or an info request from a broker thread is a couple of taps. See Send bids and counter offers.
  • Templates and threads work together. Your saved templates are what make Conversations fast — pick the message, let the variables fill in, send.
  • New to the mailbox? Set it up first in Set up your mailbox and email brokers.

Need a hand? Email support@numeo.ai.

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