Text, Workshop Job Complete plus Balance Due
in progress
D
Drew Jordan
When sending service completed text to customers, it would be nice if the text could automatically show the workshop job number and the balance due (less any deposits). We have a lot of people call back after getting the service ready text asking what their balance is and when in the workshop module it only shows the grand total of the service, not the balance due.
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in progress
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planned
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in progress
Suzy Weightman
planned
Suzy Weightman
Hi everyone,
We're starting work on adding the additional placeholders for templates - this is the list of fields we're planning making available, let me know if there are any others you'd like to see...
Order Total
Balance Remaining
Order Reference
Items (breakdown of all item codes and descriptions)
Thanks,
Suzy
Suzy Weightman
Merged in a post:
What dynamic text fields are available to use?
J
Josh Jackson
It appears the only dynamic text fields or double bracket options are:
- {{CustomerName}}
- {{ServiceItemName}}
- {{BookingDateTime}}
Are there others? Are they listed somewhere?
I'm currently drafting Workshop Booking Reminders.
It would be good for customers to have confirmation of what service they have booked with us in any correspondence.
e.g. {{ServiceTypeName}} for whatever the customer has booked - Level 2 service for e.g.
I assume this isn't currently an option as it isn't directly associated to the customer in their account information.
Cheers,
Josh
Suzy Weightman
Hi Josh,
This sounds like a great idea to expand out our placeholder/dynamic text fields on the email templates.
I think the service name would be difficult to achieve as we don't have a field to directly reference for this.
If there any other fields you think would be useful to be able to add, we could look at adding them.
Would being able to include the items on the job be helpful (i.e. list out the Description/Price) in an {{items}} placeholder?
Thanks,
Suzy
Neil McQuillan - CEO Citrus-Lime
under review
Neil McQuillan - CEO Citrus-Lime
Merged in a post:
Order total in communications
S
Summertown Cycles
Can we put a total order price into a customer bike collection text template. For example, Dear Mr Sinns, Your bike is ready for collection. The order total is
insert formula for order total
....The reason behind this is that the customer knows exactly how much they need to pay on collection. If the customer has any questions on pricing they can call ahead, this is much better for everyone involved
B
Brent J
Agree. Balance due with tax. It would also be nice to show balance with tax on the workshop screen as well.
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