RemOnline enables you to timely notify your clients and employees via SMS and Email notifications.
Configure your notification templates and set up an automatic notification sending on the Settings > Notifications > Work Orders page to minimize manual work.
RemOnline fills your notification data automatically via template variables. There are 7 groups of variables you can use in the system: Company, Client, Order, Employees, Finance, Date, and Other. Let's consider each group and its variables in detail.
1. Company group
{Company Name} variable represents the company name you configure on the Settings > General page.
{Company Address} variable represents the company address you configure on the Settings > General page.
{Company Email} variable represents the company email address you configure on the Settings > General page.
{Company Details} variable represents the company details you configure on the Settings > General page.
{Company Note} variable represents the additional information about your company you configure on the Settings > General page.
2. Client group
The variable names correspond to the client profile field names.
{Client Phone Type} — displays the name of the phone number type from the client profile.
{Client Name} variable represents the client's full name.
{Client Phone} variable represents the client's first phone number.
{Client Address} variable represents the client's address.
{Client Email} variable represents the client's email address.
{Client First Name} variable represents the client's first name.
{Client Last Name} variable represents the client's last name.
3. Order group
{Order Due Date} variable represents the “Due date” field value from the “General info” tab in the following format: 20 June 2020.
{Order Malfunction} variable represents the “Malfunction” field value from the “General info” tab.
{Estimated Price} variable represents the “Estimated price” field value from the “General info” tab.
{Order Manager Notes} variable represents the “Manager notes” field value from the “General info” tab.
{Urgent} variable represents the “Urgent” checkbox value from the “General info” tab. The checked checkbox returns the “Yes” value, unchecked checkbox returns the “No” value.
{Order Scheduled To} - displays the data from the “Scheduled To” field specified in the “General Information” tab in the format “20/06/2025 15:00”.
{Order Scheduled For} variable represents the “Scheduled for” field value from the “General info” tab in the following format: 20/06/2020 14:00.
{Order Duration} variable represents the “Duration” field value from the “General info” tab.
{Order Resource} variable represents the “Resource” field value from the “General info” tab.
{Ad Campaign} variable represents the “Ad Campaign” field value from the “General info” tab.
{Payer Name} variable represents the payer's name.
4. Asset group
{Asset Owner} variable represents the name of the owner (if the owner is a customer) or the name of your company (if you are the owner);
{Asset Warehouse} variable represents the name of the warehouse where the asset is located at the moment of printing the document.
{Asset Type} variable represents the data from the “Group” asset system field.
{Asset Brand} variable represents the data from the “Brand” asset system field.
{Asset Model} variable represents the data from the “Model” asset system field.
{Asset Modification} variable represents the data from the “Modification” asset system field.
{Asset Serial Number} variable represents the data from the “Serial Number/IMEI/VIN” asset system field.
{Asset Color} variable represents the data from the system field of the same name in the asset form.
{Asset State} variable represents the data from the system field of the same name in the asset form.
{Asset Year} variable represents the data from the system field of the same name in the asset form.
{Asset Cost} variable represents the data from the system field of the same name in the asset form.
{Vehicle Number Plate} - displays the license plate number specified in the vehicle profile. (This variable is available only in auto accounts)
5. Employees group
{Order Created By} variable represents the name of an employee that created the order. The variable gets its value from the employee profile field of the same name on the Settings > Employees page.
{Order Specialist Name} variable represents the name of an employee assigned as a specialist for the work order in the “General info” tab. The variable gets its value from the employee profile field of the same name on the Settings > Employees page.
{Order Specialist Phone} variable represents the phone number of an employee assigned as a specialist for the work order in the “General info” tab. The variable gets its value from the employee profile field of the same name on the Settings > Employees page.
{Order Manager Name} variable represents the name of an employee assigned as a manager for the work order in the “General info” tab. The variable gets its value from the employee profile field of the same name on the Settings > Employees page.
{Order Manager Phone} variable represents the phone number of an employee assigned as a manager for the work order in the “General info” tab. The variable gets its value from the employee profile field of the same name on the Settings > Employees page.
{Order Closed By} variable represents the name of an employee that closed the work order. The variable gets its value from the employee profile field of the same name on the Settings > Employees page.
{Order Manager Notes} variable represents the “Manager notes” field value from the “General info” tab.
{Order Specialist Notes} variable represents the “Specialist Notes” field value from the “General info” tab.
{Current User} — displays the name of the employee who is sending the notification.
6. Finance group
{Estimated Price} variable represents the “Estimated price” field value from the “General info” tab.
{Estimated Price Spelled Out} variable represents the “Estimated price” field value in letters from the “General info” tab.
{Paid} variable represents the sum that the client already paid to the moment of the document printing.
{Paid Spelled Out} variable represents the sum in letters that the client already paid to the moment of the document printing.
{Invoice Total Amount} ー displays the amount to be paid by the customer at the time the message is sent, taking into account prepayments and other payments made on the order or invoice (if any).
{Total Amount Spelled Out} ー displays the amount in words that the customer must pay at the time the message is sent, including prepayments and other payments made on the order or invoice (if any).
{Balance Due} ー displays the amount to be paid by the customer at the time the document is printed, taking into account prepayments and other payments made on the order or invoice (if any).
{Due to Pay Spelled Out} - displays the amount that the client must pay at the time of sending the message, taking into account the prepayment and other payments made in the order (if any).
{Order sum} variable displays the total work order sum.
{Currency} variable displays the currency icon you can set on the Settings > General > Company info page.
7. Date group
{Today Date} - the current date in the format “21/06/2019”.
{Today Date 2} - the current date in the format “21 June 2019 ”.
{Today Datetime} - the date and time the message was sent in the format “21/06/2019 10:13”.
{Today Datetime 2} - the date and time of sending the message in the format “21 June 2019 10:13 ”.
{Sale Date} - date of creation of the sale.
{Order Created Date} - the date of creation of the order in the format “18/06/2019”.
{Order Created Date 2} - the date of creation of the order in the format “18 June 2019 ”.
{Order Done Date} - the date the order was transferred to the status from the "Done" group in the format ’20/06/2019”. The variable displays the last date of transferring to the status from the Done group.
{Order Done Date 2} - the date when the order is transferred to the status from the “Done” group in the format “20 June 2019 ”. The variable displays the last date of transfer to the status from the Done group.
{Order Due Date} - the date set in the “Due Date” field in the format “20/06/2019 16:00”.
{Order Due Date 2} - the date set in the “Due Date” field in the format “20 June 2019 16:00 ”.
{Order Closed Date} - the date when the order is transferred to the status from the “Closed successfully” and “Closed unsuccessfully” groups in the format “21/06/2019”. The variable displays the last date of transferring to the status from the “Closed successfully” and “Closed unsuccessfully” groups.
{Order Closed Date 2} - the date the order is transferred to the status from the “Closed successfully” and “Closed unsuccessfully” groups in the format “21 June 2019 ”. The variable displays the last date of transferring to the status from the “Closed successfully” and “Closed unsuccessfully” groups.
{Order Scheduled for} - displays the data from the “Scheduled for” field specified in the “General information” tab in the format “20/06/2019 15:00”.
{Order Warranty Expiration Date} is a variable that displays the total warranty value for all parts and services from a specific order in the format “21/08/2019”. You can set the warranty expiration date on the Settings > General > Orders page.
Important: If the order is in the status of the New, In progress, or Pending group, the display of this variable will be “No warranty”. It is necessary to transfer the order to the status from the “Closed”, “Closed successfully” or “Closed unsuccessfully” group (depending on the value set on the “Settings > General > Orders” page).
{Order Warranty Expiration Date 2} - a variable that displays the total warranty value for all parts and services from a specific order in the format “21 August 2019 ”. You can set the warranty expiration date on the Settings > General > Orders page.
Important: If the order is in the status of the New, In progress, or Pending group, the display of this variable will be “No warranty”. It is necessary to transfer the order to the status from the "Closed successfully", "Closed successfully" or "Closed unsuccessfully" group (depending on the value set on the page ’Settings > General > Orders”).
{Order Due Date Time} - the date and time set in the “Due date” field in the format “20/06/2019 16:00”.
8. Others group
{Order Number} ー order number.
{Order Type} ー the type of order specified in the “Order Type” field on the “General Information” tab.
{Order Specialist URL} ー is a variable that generates a link that takes the technician to a web page with brief information about the work order.
For example:
{Order Client URL} is a variable that generates a link that takes the client to a web page with brief information about the work order. This variable can be used in templates for sending email notifications.
For example:
{Order URL} is a variable that generates a link for employees, that goes to a specific work order in the mobile or web version.
{Estimate Client URL} - a variable that generates a link to a public page where the client can view information about the order, accept and/or pay for it.
{Client Feedback URL} - a variable that generates a link for your customers' feedback.
{Order Specialist URL SMS} - a variable that generates a link that takes the specialist to a web page with brief information about the work order and can be sent via SMS.
{Order Client URL SMS} - a variable that generates a link that takes the client to a web page with brief information about the work order and can be sent via SMS.
{Client Feedback QR Code} - a variable that generates a unique QR with a link for your customers' feedback.
{Sale Number} - sale number.
{Order Conclusion} - a variable that displays data from the “Verdict / recommendations to the client” field on the “Works and materials” tab.
{Comment} - the text of the last comment that was added to the order through the Event Feed.
{Barcode} - the barcode of the order, which is generated when creating the order. This variable can be used in templates for sending email notifications.
{Comment Author} - the name and surname of the employee who added a last comment to the order or when changing the order status.
{Location} - the name of the location where the order is located.
{Order Status} - the name of the status in which the order is located at the time of sending the notification.
{Shipment Tracking ID} - the shipment number associated with the order.
{Order Payment URL} - the last payment link generated through any payment integration.
When you add user fields to the Customer, Order, and Product forms, the corresponding variables are generated. They are easy to distinguish from system variables. A numeric code appears in the variable name for the user field, for example, {Customer Birthday 679232}.
You can learn more about working with the Forms Editor at the link.