Work Order Scheduling Request and Confirmation Email Templates

What are Work Order Scheduling Request and Confirmation Email Templates?

When work order requests are sent to vendors from Discovery via email, the email body includes a message that outlines the requested service.  Discovery supports the customization of this message, allowing you to tailor the email a vendor sees when receiving a work order scheduling request.

When the vendor schedules that work order, a confirmation email can be sent from Discovery to the requesting contact.  The template for this message can also be customized.

Features and Usage


  • In your Email Template Settings, customize the standard Discovery work order scheduling request and confirmation email templates.
  • Tailor your messages to match your company's messaging style.
  • Update your templates at any time.

Properties

  • Traditional text editor options (bold, italic, underline, lists, etc) are available for email message formatting.
  • Leverage dynamically generated values (e.g. Location Name); dynamically generated content automatically appears as bold text.
  • Include any company greetings/closings, seasonal messaging, payment submission options, along with contact information.

How do I create and customize my Work Order Scheduling Request and Work Order Scheduling Confirmation Emails?

1
Navigate to the Tenant Settings by first clicking your name in the bottom left-hand area of any page in Discovery. Then select Settings.
From here, you should automatically be placed in the General section of Settings.
2
Next, click on Email Templates from the options on the left side of the page.
On the next page, you will see a list of invoice templates that you have previously created.
3
To create your own new Work Order Scheduling Request or Confirmation template, click on New. New
4
The next step is to select a Template Type. From the dropdown menu, select work-order-scheduling-request or work-order-scheduling-confirmation.
5
Next, you will fill in the additional fields and find a text editor that will allow you to build your own template and leverage variables to dynamically insert information regarding the work order. When you're finished constructing your message, click Save. work-order-request-template

The following variables can be used in both an email message and subject for the Work Order Scheduling Request Email:

{area_description} {bin_quantity} {bin_size_metric} {bin_size} {bin_type} {contact_email} {contact_first_name} {contact_last_name} {contact_primary_phone_number} {equipment_label} {location_name} {material_type} {requested_action} {requested_completion_date} {scheduled_completion_date} {vendor_account_number} {vendor_name} {vendor_reference_number}

The following variables can be used in both an email message and subject for the Work Order Scheduling Confirmation Email:

{area_description} {bin_quantity} {bin_size_metric} {bin_size} {bin_type} {confirming_email} {equipment_label} {location_name} {material_type} {requested_action} {requested_completion_date} {scheduled_completion_date} {vendor_account_number} {vendor_name} {vendor_reference_number}

If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.

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