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How To Add Appointment/Customer Details To Work Order Templates
How To Add Appointment/Customer Details To Work Order Templates

Adding details to your cleaners' Work Order templates.

Natalia avatar
Written by Natalia
Updated over 4 months ago

Summary:

  • Here's a step-by-step process on how you can add appointment details and customer details, such as the type of cleaning (standard, deep cleaning, move-in/move-out) or square footage, to your Work Order email and text templates.

  • This article involves hash variables.


Adding Details To The Work Order Email

  • From your ZenMaid dashboard, go to Settings > Email & SMS notifications.

  • Under Cleaner communications, within the Work Order section, click on Edit under EMAIL.

  • Scroll down until you see the email template body and insert the variables:

  1. {{appointment.customer_custom_fields}} - to add customer details.

  2. {{appointment.appointment_custom_fields}} - to add appointment details.

  • You can also add the following hash variables:

  1. {{appointment.hashed_customer_items}} - to add a specific customer detail.

  2. {{appointment.hashed_appointment_items}} - to add a specific appointment detail.

  • For more information on hash variables, please see the Things To Note section of the article.


Adding Details To The Work Order Text

  • From your ZenMaid dashboard, go to Settings > Email & SMS notifications.

  • Under Cleaner communications, within the Work Order section, click on Edit under SMS.

  • Scroll down until you see the text template body and insert the variables:

  1. {{appointment.customer_custom_fields}} - to add customer details.

  2. {{appointment.appointment_custom_fields}} - to add appointment details.

  • You can also add the following hash variables:

  1. {{appointment.hashed_customer_items}} - to add a specific customer detail.

  2. {{appointment.hashed_appointment_items}} - to add a specific appointment detail.

  • For more information on hash variables, please see the Things To Note section of the article.


Additional Information

Character Limit:

  • Currently, we only have a limit of 156 characters for text messages.

  • Using these longer variables can cause the character limit to be exceeded, leading to an error message.

  • We recommend keeping text templates short and adding additional details to the email templates.

Hash Variables:

  • The {{appointment.hashed_appointment_items}} variable is a dictionary of the Appointment Custom Fields.

  • The {{appointment.hashed_customer_items}} variable is a dictionary of the Customer Custom Fields.

  • These variables are useful if you want to add only a certain custom field to the template. For example, if the appointment customer has a custom field named 'Alarm Code', you can include the alarm code custom field value with: {{appointment.hashed_customer_items['alarm_code']}}


Keywords:

insert appointment details, appointment details into work order, work order email reminder, work order text reminder

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