Work orders email template

Default template

Default template - description only (field use): WorkOrderDescription.html
Default template - items with estimated prices: WorkOrderEst.html
Default template - items with actual prices: WorkOrderAct.html
Upload feature category: Work Order

Bookmark formatting

All bookmarks and fields within a table must be enclosed with squiggly brackets {} as shown in the example below.

• Bookmark Name: ProjectNumber
• Bookmark in HTML Template: {ProjectNumber}

Bookmarks - General project information

• ProjectNumber
• ProjectTitle
• ProjectDescription
• ProjectAddress1
• ProjectAddress2
• ProjectCity
• ProjectState
• ProjectZipCode
• ProjectCountry
• ProjectPhone
• ProjectFax

Bookmarks - Project bid date, plan room info, estimated dates, and stakeholders

• ProjectOwnerBidDate
• ProjectOwnerBidTime
• ProjectPlanRoomInfo
• ProjectStartDate
• ProjectFinishDate
• ProjectSalesPerson
• ProjectSalesPersonMobilePhone
• ProjectSalesPersonEmailAddress
• ProjectSalesPersonTitle
• ProjectBidContact
• ProjectBidContactMobilePhone
• ProjectBidContactEmailAddress
• ProjectBidContactTitle
• ProjectManager
• ProjectManagerMobilePhone
• ProjectManagerEmailAddress
• ProjectManagerTitle

Bookmarks - Work order from company / contact (issued by)

• FromPrefix
• FromFirstName
• FromMiddleName
• FromLastName
• FromSuffix
• FromContact
• FromTitle
• FromMobilePhone
• FromEmail
• FromCompanyCode
• FromCompany
• FromAddress1
• FromAddress2
• FromCity
• FromState
• FromZipCode
• FromCountry
• FromPhone
• FromPhone2
• FromFax
• FromWebsite
• FromGovTaxID

Bookmarks - Work order to company / contact (issued to)

• ToPrefix
• ToFirstName
• ToMiddleName
• ToLastName
• ToSuffix
• ToContact
• ToTitle
• ToMobilePhone
• ToEmail
• ToCompanyCode
• ToCompany
• ToAddress1
• ToAddress2
• ToCity
• ToState
• ToZipCode
• ToCountry
• ToPhone
• ToPhone2
• ToFax
• ToWebsite
• ToGovTaxID

Bookmarks - General work order information

• WOIssueDate
• WONumber
• WOSubject
• WOType
• WODescription
• WOInclusions
• WOExclusions
• WOClarifications

Bookmarks - Work order reference fields

• WORefPrimeContract
• WORefCO
• WORefSubcontract
• WORefSCO
• WORefDrawing
• WORefLocation
• WORefSpecSection
• WORefOther

Bookmarks - Work order status information

• WOStatus
• WOStatusDate
• WOBillableStatus
• WOClosed

Bookmarks - Work order estimated financial and hour totals

Cost Totals do not include markups such as profit or fee.

• WOEstCostSubtotal
• WOEstCostTaxTotal
• WOEstCostTotal
• WOEstSellSubtotal
• WOEstSellTaxTotal
• WOEstSellTotal
• WOEstLbrHours
• WOEstEqpHours

Bookmarks - Work order actual financial and hour totals

Cost Totals do not include markups such as profit or fee.

• WOCostSubtotal
• WOCostTaxTotal
• WOCostTotal
• WOSellSubtotal
• WOSellTaxTotal
• WOSellTotal
• WOLbrHours
• WOEqpHours

Table - Work order line items

Table Start Tag: {ItemTable}

• ItemNumber
• ItemCode
• ItemDescription
• ItemUnit
• ItemUPC
• ItemManufacturer
• ItemManufacturerCatalogNum

Estimated Values:

Cost Totals do not include markups such as profit or fee.

• EstItemQuantity
• EstItemUnitPrice
• EstItemSubtotal
• EstItemTaxTotal
• EstItemTotal

Actual Values:

Cost Totals do not include markups such as profit or fee.

• ItemQuantity
• ItemUnitPrice
• ItemSubtotal
• ItemTaxTotal
• ItemTotal