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Create a PHC Leave Behind or Completion Report ✔

Create a PHC leave-behind or completion report email template so clients receive a recap after each visit.

Create a PHC Leave Behind or Completion Report

  1. Navigate to: mceclip0.png Setup > Templates > Email Templates
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  2. Select New Email Template or Edit next to an existing one.
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  3. Edit the Name, Subject, Recipient of the email by entering the desired text.
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  4. Copy the text below into the body of the message, then make any desired updates.

    💡For Technician Notes to pull through you will need a visit level custom input created called Completion Notes.


    We visited your property today as scheduled. Below is additional information for your records.

    Visit Date & Time: :visit_start_date: :visit_start_time:
    ​Client Name: :visit_all_names:
    ​Service: {% for line_item in visit.billable_lines }} %} {{line_item.item.name}} {% endfor %}
    ​Technician: :current_user_name:
    ​Technician Notes: {{ visit.custom_fields.completion_notes }}

    Please let us know if you have any questions and we truly appreciate your business!
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  5. Optional: Edit Order Priority and Type (system required templates (the ones that cannot be destroyed) do not have these options, only user-created templates do.)

    • Order Priority - This determines what order this template will be sorted in when selecting an email template.
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    • Type - This determines Automation category type. Example: Selecting 'Proposal' will allow this email template to be used under Proposal-related Automations.
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  6. Preview any changes made to your email template by selecting a visit from the dropdown to the right of the edit form. To refresh a rendered email, select the Refresh button at the top-right of the rendered email to show your most recent edits.
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  7. Once all desired updates are made, select Update Text Message Template > Save Email Template


PHC Leave Behind or Completion Report Example

Screenshot 2024-02-07 at 3.31.59 PM.png


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