Summary
Here's a step-by-step process on how to add appointment details and customer information, 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 communications.
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:
{{appointment.customer_custom_fields}} - to add customer details.
{{appointment.appointment_custom_fields}} - to add appointment details.
You can also add the following hash variables:
{{appointment.hashed_customer_items}} - to add a specific customer detail.
{{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.
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']}}
Adding Details To The Work Order SMS
Important
There is 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.
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:
{{appointment.customer_custom_fields}} - to add customer details.
{{appointment.appointment_custom_fields}} - to add appointment details.
You can also add the following hash variables:
{{appointment.hashed_customer_items}} - to add a specific customer detail.
{{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.
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']}}
Additional Information
Character Limit
There is 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.
Keywords
Insert Appointment Details
Appointment Details Into Work Order
Work Order Email Reminder
Work Order Text Reminder