Creating Text

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Creating Text

 

Professional communication is one of the most important elements of successful marketing.

MLS 2026 includes a built-in Text Editor used for creating:

letters

postcards

follow-up notices

reminder messages

email templates

marketing communications

Once created, these templates can be reused repeatedly, saving significant time while maintaining consistent professional presentation.

The Text Editor is accessed from:

👉 Client → Tools → Text Editor

The same list of templates is also available automatically whenever communication is generated through the marketing and follow-up systems.


Creating A New Document

To create a new communication template:

1.Open the Text Editor

2.Select the Add button

3.Enter the document information

4.Type the message text

5.Select Save

Templates may be edited and updated at any time.


Document Types

Each document is assigned a type.

The standard document types are:

Type

Purpose

C

Card or Postcard

L

Letter

E

Email

This helps MLS 2026 organize and display the proper communication choices during follow-up processing.


Codes And Subjects

Each template contains:

a Code

a Subject


Code

The Code is a short user-defined identifier used to quickly locate the document.

Codes should be:

brief

descriptive

easy to remember

Examples:

GS50K

THANKYOU

WINTER

PM90D

OIL5K

A code such as:

👉 GS50K

might represent:

👉 General Service — 50,000 Mile Reminder

The code itself is primarily used internally for quick lookup and organization.


Subject

The Subject is a short description explaining the purpose of the communication.

Examples:

Winter Service Reminder

Thank You For Your Visit

50,000 Mile Maintenance

Cooling System Inspection

Seasonal Safety Check

Subjects should clearly explain:

👉 the purpose of the message.


Letter Fields

Letters include several additional fields used for professional formatting.


Closing

The Closing is the phrase placed before the signature.

Examples include:

Sincerely

Thank You

Best Regards

Respectfully

Avoid overly outdated expressions unless they match your business style.


Signed By

This field contains the name of the person sending the communication.

Examples:

Shop Owner

Service Manager

Lead Technician

Client Relations Manager


Title

The Title field identifies the sender’s position within the company.

Examples:

Owner

Service Manager

Operations Manager

Customer Care Specialist


Editing The Message Text

The primary editing window is used to create the actual content of the communication.

The editor supports:

full text editing

scrolling documents

formatted text entry

reusable templates

Messages should be:

professional

easy to read

specific

personal when appropriate

Avoid:

excessive sales language

overly long messages

generic advertising tone

Clients respond best to communication that feels:

👉 helpful and sincere.


Voice Dictation Support

MLS 2026 supports modern operating system voice dictation features within text editing screens.

This allows users to:

dictate letters

create reminders

compose emails

enter notes

draft follow-up communications

using the operating system’s built-in speech recognition tools.

Voice entry can dramatically reduce typing time while making communication creation faster and easier.

Because dictation support is handled through the operating system:

functionality may vary slightly by platform

microphone configuration must be completed properly

speech recognition accuracy depends on the OS service being used


AI Writing Assistance

MLS 2026 also supports optional AI-assisted text review through supported third-party services.

When enabled, the AI assistant can help:

improve grammar

correct spelling

enhance readability

clarify wording

improve professionalism

refine customer communication tone

The AI system is designed to:

👉 improve your existing message

not replace your business identity or communication style.

Users may:

accept the revised text

modify the suggestions

reject the changes entirely

Use of AI assistance requires:

an active supported third-party account

internet connectivity

proper configuration within MLS 2026


Spell Checking

Always review communication carefully before saving or sending.

MLS 2026 includes spelling support within text editing functions.

Professional communication reflects directly on:

your business image

your professionalism

customer confidence

Poor spelling or grammar may negatively affect:

👉 customer trust.


Writing Effective Communications

The most effective client communication is:

brief

clear

useful

respectful

specific

Helpful reminders and informative messages perform far better than:

aggressive advertising

excessive promotions

generic mass mailings

Examples of effective communication topics include:

preventative maintenance reminders

seasonal service recommendations

thank-you messages

inspection notices

safety reminders

follow-up communication


Saving Templates

Once a document is complete:

👉 select the Save button

Templates only need to be created once and can then be reused repeatedly throughout the MLS 2026 marketing system.

Over time, businesses often develop:

seasonal reminders

follow-up libraries

inspection notices

service campaigns

thank-you messages

customer retention communications

which can all be reused and refined as needed.


Recommended Best Practices

Keep communication brief and professional

Use clear descriptive subjects

Avoid excessive advertising language

Personalize messages whenever appropriate

Proofread all templates carefully

Use voice dictation to improve efficiency

Use AI review to improve clarity and professionalism

Build reusable template libraries

Focus on helpful information rather than sales pressure

Update templates periodically to keep communication fresh


Recommended Companion Sections

Marketing Overview

Selling Your Services

Selection Of Records

Choosing A Format

Marketing Strategies

Auto CRM

Preventative Maintenance Scheduler

Service History

Email Auto Follow-Up

Client Analysis