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Communication Email Variables

Basic Property Information
Property Name ~~Property Name~~
Service Address 1 ~~Service Address 1~~
Service Address 2 ~~Service Address 2~~
Service City ~~Service City~~
Service State ~~Service State~~
Service Zip Code ~~Service Zip Code~~
Service Country ~~Service Country~~
Provided Service Lines ~~Provided Service Lines~~
Management Company ~~Management Company~~
Balance ~~Balance~~
Default Contact First Name ~~Default Contact First Name~~
Default Contact Last Name ~~Default Contact Last Name~~
Default Contact Phone Number ~~Default Contact Phone Number~~
Default Contact E-mail ~~Default Contact E-mail~~
Billing Address 1 ~~Billing Address 1~~
Billing Address 2 ~~Billing Address 2~~
Billing City ~~Billing City~~
Billing State ~~Billing State~~
Billing Zip Code ~~Billing Zip Code~~
Billing Country ~~Billing Country~~
Labor Discount % ~~Labor Discount %~~
Material Discount % ~~Material Discount %~~
Balance Age ~~Balance Age~~
Credit Limit ~~Credit Limit~~
Billing Note ~~Billing Note~~
Invoice Class ~~Invoice Class~~
QuickBooks Fullname ~~QuickBooks Fullname~~
Site Notes ~~Site Notes~~
Security Notes ~~Security Notes~~
Special Notes ~~Special Notes~~
Field Special Notes ~~Field Special Notes~~
User Defined Fields (UDF’s) To place UDF’s into your emails, simply place the tildes (~~) around the name of the UDF you want to use. Please Note: If you have multiple UDF’s with the same name, the email will pull the first name it finds. You may want to reconsider naming your UDF’s unique names to avoid confusion
Basic Person Information
Field Name Code
First Name ~~First Name~~
Last Name ~~Last Name~~
Company Name ~~Person Company Name~~
Phones ~~Phones~~
E-Mail ~~E-Mail~~
Person Address 1 ~~Person Address 1~~
Person Address 2 ~~Person Address 2~~
Person City ~~Person City~~
Person State ~~Person State~~
Person Zip Code ~~Person Zip Code~~
Person Country ~~Person Country~~
Contract Information
Field Name Code
Contract Name ~~Contract: Name~~
Contract Start Date ~~Contract: Contract Start Date~~
Contract End Date ~~Contract: Contract End Date~~
Contract Value ~~Contract: Value~~
Contract Hours ~~Contract: Hours~~
Contract Note ~~Contract: Note~~
Contract Service Name ~~Contract: Service Name~~
Contract Service Description ~~Contract: Service Description~~
Contract WTDx (x is the WTD line number within the contract, starting at the top) (ex. Contract WTD1) ~~Contract: WTDx~~
(x is replaced with the corresponding WTD line within the contract)
Contract WTDx Visits
(ex. Contract WTD1 Visits)
~~Contract: WTDx Visits~~
Contract WTDx Hours
(ex. Contract WTD1 Hours)
~~Contract: WTDx Hours~~
Contract WTDx Value
(ex. Contract WTD1 Value)
~~Contract: WTDx Value~~
Contract WTDx Visit Value
(ex. Contract WTD1 Visit Value)
~~Contract: WTDx Visit Value~~
Contract WTDx Note
(ex. Contract WTD1 Note)
~~Contract: WTDx Note~~
Accept Estimate Proposal ~~EstimateAccept~~
Visit Information
Field Name Code
Visit # ~~V: Visit #~~
Visit Routing Order ~~V: Routing Order~~
Visit Create Date ~~V: Create Date~~
Visit/WTD Notes ~~V: Notes~~
Visit Field Comment ~~V: Field Comment~~
Visit Length ~~V: Length~~
Visit PO Number ~~V: PO Number~~
Visit Service Name ~~V: Service ID~~
Visit Service Description ~~V: Service Description~~
Visit WTD ~~V: WTD~~
Visit Status ~~V: Status~~
Visit Invoice Status ~~V: Invoice Status~~
Visit Tech Name ~~V: Tech Name~~
Visit Tech Description ~~V: Tech Desc~~
Visit Invoice Number ~~V: Invoice Number~~
Visit Contract Name ~~V: Contract Name~~
Visit Appt. Confirmed ~~V: Appt. Confirmed~~
Visit Time Options
Field Name/Description Code
Date and Time Scheduled (Numerical Value)
(ex. 01/31/2014 10:11:12 AM)
~~V: DateTime Scheduled~~
Full Date (Numerical Value)
(ex. 11/28/2013)
~~V: DATETIME DATE~~
Exact Time
(ex. 10:11 AM)
~~V: DATETIME TIME~~
Month
(ex. November)
~~V: DATETIME LONGMONTH~~
Month (Numerical Value)
(ex. 11)
~~V: DATETIME MONTH~~
Day of Week
(ex. Monday)
~~V: DATETIME LONGDAY~~
Date (Numerical Value)
(ex. 28)
~~V: DATETIME DAY~~
Year (Numerical Value)
(ex. 2013)
~~V: DATETIME YEAR~~
Hour (Numerical Value)
(ex. 10)
~~V: DATETIME HOUR~~
Minute (Numerical Value)
(ex. 11)
~~V: DATETIME MINUTE~~
Appointment Time AM/PM
(ex. Before noon, in the afternoon, in the evening[set off after 5 pm])
~~V: DATETIME AM/PM~~
Appointment Time EARLY/LATE Morning/Afternoon
(ex. Early morning, late morning, early afternoon, late afternoon)
~~V: DATETIME EARLY/LATE~~
Appointment Time 2 Hour Range
(1 hour back, 1 hour ahead of schedule appt time)
(ex. Scheduled at 10am will state Between 9:00 AM and 11:00 AM)
~~V: DATETIME RANGE~~
Appointment Time 2 Hour Range w/ Lunch
Good if you keep your techs schedule clear during the lunch hour
(ex. Anything between 8 and 10 says ‘between 8 and 10’
Anything between 10 and 12 says ‘between 10 and 12’
Anything between 12 and 2 says ‘between 12 and 2’
Anything between 2 and 4 says ‘between 2 and 4’
Anything between 4 and 6 says ‘between 4 and 6’)
~~V: DATETIME 2 HRS LUNCH~~
Appointment Time 2 Hour Range
(If scheduled hour is: The display is:
8 or 9 8:00 to 10:00
10 or 11 10:00 to 12:00
12 or 1 12:00 to 2:00
2 or 3 2:00 to 4:00
Anything after 4pm 4:00 and after
~~V: DATETIME 2 HRS~~
Appointment Time 3 Hour Range
(If the day starts at 7:00am
If the scheduled hour is: The display is:
7 or 8 7:00 to 10:00
9 or 10 9:00 to 12:00
11 or 12 11:00 to 2:00
1 or 2 1:00 to 3:00
3 or 4 3:00 to 5:00
If the last calls range is greater than the end of the day, it will use the end of day hour minus 3 hours.)
~~V: DATETIME 3 HRS~~
Appointment Time -1+2
(This will state the time as back one hour, forward two based on the hour the appointment is scheduled at.)
(ex. Scheduled at 8am, email will show between 7 and 10 am)
~~V: DATETIME -1+2~~
Appointment Time -1+3
(This will state the time as back one hour, forward three based on the hour the appointment is scheduled at.)
(ex. Scheduled at 8am, email will show between 7 and 11 am)
~~V: DATETIME -1+3~~
Appointment Time +1
(This will state the appt. time, plus one hour. If scheduled hour is 8:30, email will state between 8:30 and 9:30)
~~V: DATETIME +1~~
Appointment Time +2
(This will state the appt. time, plus two hours. If scheduled hour is 8:30, email will state between 8:30 and 10:30)
~~V: DATETIME +2~~
Appointment Time +3
(This will state the appt. time, plus three hours. If scheduled hour is 8:30, email will state between 8:30 and 11:30)
~~V: DATETIME +3~~
Appointment Time +1 [Minutes not Included]
(This will state the apt. time, plus one hour. If scheduled hour is anywhere in 9:00-9:59, email will state between 9 and 10)
~~V: DATETIME +1HR~~
Appointment Time +2 [Minutes not Included]
(This will state the appt. time, plus two hours.)
(If scheduled hour is anywhere in 9:00-9:59, email will state between 9 and 11)
~~V: DATETIME +2HR~~
Appointment Time +3 [Minutes not Included]
(This will state the apt. time, plus three hours.
(If scheduled hour is anywhere in 9:00-9:59, email will state between 9 and 12)
~~V: DATETIME +3HR~~
Appointment Time -1+2 [Minutes not Included]
(This will state the time as back one hour, forward two, based on the apt. time.)
(If scheduled hour is anywhere in 9:00-9:59, email will state between 8 and 11)
~~V: DATETIME -1+2HR~~
Appointment Time -1+3 [Minutes not Included]
(This will state the time as back one hour, forward three, based on the apt. time.)
(If scheduled hour is anywhere in 9:00-9:59, email will state between 8 and 12)
~~V: DATETIME -1+3HR~~
Visit Completed Date
(ex. 2/24/2015)
~~V: Completed Date~~
Visit Completed: Day of Week
(ex. Tuesday)
~~V: Completed LongDay~~
Visit Completed: Time
(ex. 9:15 AM)
~~V: Completed Time~~
Visit Completed: Month
(ex. February)
~~V: Completed LongMonth~~
Visit Completed: Month
(Numerical Value)
(ex. 2)
~~V: Completed Month~~
Visit Completed: Day
(Numerical Value)
(ex. 24)
~~V: Completed Day~~
Visit Completed: Year
(Numerical Value)
(ex. 2015)
~~V: Completed Year~~
Visit Completed: Hour
(Numerical Value)
(ex. 9)
~~V: Completed Hour~~
Visit Completed: Minute
(Numerical Value)
(ex. 15)
~~V: Completed Minute~~
Basic Company Information (Your Company)
Field Name Code
Registered Name ~~SW: Registered Name~~
Registered Address 1 ~~SW: Registered Address1~~
Registered Address 2 ~~SW: Registered Address2~~
Registered City ~~SW: Registered City~~
Registered State ~~SW: Registered State~~
Registered Zip ~~SW: Registered Zip~~
Registered Phone ~~SW: Registered Phone~~
Registered E-mail ~~SW: Registered E-mail~~
Miscellaneous
Option  
Confirm Appointment Link ~~Confirmy~~
Technician Picture %%Techpic%%
Satisfaction Survey Link %%Survey%%