6/7/22 - Using Email Templates

Transcript

(0:05 - 0:09)All right. Hi, everybody. Sorry about the delay in getting things started.(0:10 - 0:24)Hopefully you can hear me OK on just the laptop mic tonight. This topic, I think, is a pretty important one, but yet a pretty simple one. So I’m going to actually do it a little bit differently tonight.(0:24 - 0:35)I’m going to not mute everyone during the presentation part. I’m going to leave it open. If you’re in a noisy surrounding, please mute your mic, though.(0:35 - 0:45)I would appreciate that. And the others on the call would appreciate that. But I’m going to do this so that if questions come up during the presentation, because, you know, there’s kind of different nuances involved here.(0:46 - 1:01)Feel free to chime in and just ask those right in line rather than wait till the end like we usually do. I do think it’s going to help out a little bit here with today’s topic. So basically we’re going to cover, you know, email templates.(1:01 - 1:37)So we’ll talk about what they are and how they’re used. We’ll look at how to edit the existing templates that are currently on your system. We’ll look at how to update your signature. So it’s automatically filled in. We’ll create a new template together and then we’ll go to our usual Q&A office hour session where we will just take open questions from everybody. So current upcoming webinars, I’ve already decided that this is a difficult time of year to get everyone together, especially where it’s a little bit earlier on the West Coast, like for you, Bob, and, you know, people are quite busy.(1:38 - 1:52)So I know that’s why we have a little bit lower turnout today. And that’s what we’re going to kind of follow that lead. And we’re going to just skip August completely just because it is such a hard time of year for everyone to take the break.(1:52 - 2:03)I know there’s material that everybody would like to discuss. So, again, please let me know which topics are most interesting to you so that we can get those on the schedule. And we’ll resume again in October.(2:04 - 2:17)And, you know, I will also be at the conference in November and then we’ll do a December meeting. And we can always schedule something in between if it makes sense. But for right now, we’ll just go ahead and skip through the rest of summer because it is so busy.(2:19 - 2:44)Everybody’s familiar with how the business management is set up, with iAuditor being the reporting app, the business management app ties everything together, and QuickBooks being the financial system. Today, we are going to concentrate again on the business management app, looking at how the email templates are used within that for a variety of purposes. So we’ll take a quick look here at what our email templates will be used for.(2:44 - 3:08)So anybody that has sent a report out, whether it’s from iAuditor or from Method, is familiar with what an email template is. iAuditor has a really basic template built into it, which basically says nothing more than, Dear Client, here’s your report for today, and then, you know, you can put your name on it. The templates in Method are much more flexible and strategic.(3:08 - 3:38)They can be used and automatically have data filled in in the middle of the template, so they can be more personalized, you know, like Dear Bob, for example, instead of saying Dear Client. And you can add such things like links to the report, which is what our default template does. They’re also used for, you know, other things like if you want to notify clients that you put a new issue in the system or that you’ve responded to a portal communication, they can get an email telling them about that.(3:38 - 4:03)You can use them for newsletters if you do that kind of thing. And actually, an example we’ll do later today is we’re going to create an email template to tell new clients about our customer portal and how they can log in and what the, you know, send them our little document on it and so on. We’re going to start by editing an existing template and look at that.(4:04 - 4:35)So first off, where do we find templates and what are the special features that are in these templates, such as the fields that you can use to pull in the different parts of information? I have a note here that the field variables list is available in the HomeWatch IT portal in the Help Center. There’s actually a couple of ways you can get to that list. If you go to the Help Center and search on the word merge for, like, merge fields, you’ll get the list.(4:35 - 4:47)I’ll bring it up here in a moment. And it’s also available as a link right on the iAuditor template addition screen where you maintain your templates. And so I can show you that as well if you need me to.(4:52 - 5:04)So let’s, you know, kind of take a look here. We’re going to take a look at the existing report template. And what we’re going to do is we’re going to modify it to include the property street address in the body of the template.(5:06 - 5:12)Can everybody hear me still? Yes. Okay, perfect. Just want to make sure.(5:13 - 5:40)All right, so the first thing I’m going to do is I’m going to bring up the list of fields. This is the one that I was mentioning that you can go to the HomeWatch IT Help Center, search on merge, and it’ll bring up this list of merge fields. And what you have here is basically a list of all kinds of different items that are available in the system and what the actual variable name is for that.(5:41 - 5:56)So if you look down here, you can see you’ve got, you know, the ability to pull in items from the notes fields. You can pull in, you know, the report e-mail template, the route name. You know, you can even pull in the alarm code if you want to.(5:57 - 6:21)There are really all kinds of different pieces of information here. What we want to do is add the client’s property address to the report e-mail template. So I’m jumping ahead here a little bit because what we’re going to need is the name of the field, which would be this, to display the customer’s property address.(6:22 - 6:39)So I’m going to highlight that. I’m going to do a Control-C and I’m going to grab this name so that we have that variable name that we can now put into the report e-mail template. So where do we find e-mail templates? Well, there’s a couple places.(6:39 - 6:57)Number one, everybody should have a method application that says send e-mail. And if you were to click on the three dots there, you’ll find edit templates as an option. It’s also available in the HomeWatch admin if you go into the preferences screen.(6:59 - 7:19)By default, the system will bring up for you the template that is used to send your reports. And that’s what is in this box right here. There is also a button that says edit other e-mail templates, and that will take you to the same place as the edit templates I just showed you a minute ago on the main dashboard.(7:19 - 7:42)But right here, this is the default template that we use any time we send out an e-mail report link to our clients. So in my example, I said let’s modify this and add the property’s name. So, for example, right here we have Dear Customer First Name.(7:42 - 7:54)And, again, this would be on that list screen that I showed you a minute ago. So it would populate with the client’s first name. Your HomeWatch’s report is completed and ready for review, and then it puts the actual URL in there.(7:54 - 8:15)Again, it pulls that out of the work order file where we save it. So what we can do is save your home visit report, and let’s say we want to save four and then the property name. So I can put four, and I’ll put that variable that I saved, okay, entity ship address one, which is the property street address.(8:15 - 8:33)So now this would say your home visit report for 123 Main Street is completed and ready for review, and it would put the link in there. So as you can see, you can edit anything in this box. Anything in the template can be edited.(8:34 - 9:09)Just type in text and type in these variables, and the system will know that it has to replace those variables’ names with actual data before it sends out the e-mail. If you’re not familiar with this little editor box that’s in here, it’s very flexible in that you can click on any of these characters and it will open up an extra line allowing you to do different things. So for example, where we put in the address here, we could make that in bold by clicking the B. We could maybe italicize it as well.(9:10 - 9:21)We could change the font size. We can, you know, change the color. So if I want to put the address in red, all kinds of things can be done right here in this screen.(9:21 - 9:33)You have similar options here for paragraph mode where you can put in bullet lists. You can center things. You can indent things, put them in numerical order.(9:34 - 9:53)And lastly, on the plus, you can do things like add a picture, set up a table, or maybe even add a link, which is what this item is right here. And we’re going to do a link in a moment when we do our new report, our new template. And so you’ll get an idea of how to use that.(9:53 - 10:19)But you can play around with these editor options and be able to change your e-mail up and make it look very nice. The last item I wanted to show on here is I have a variable for my e-mail signature. Now, I could have just typed in right here Gary Houghton, HomeWatch IT, thrown in, you know, my company logo, the phone number, all of that information, and that would be fine.(10:19 - 10:53)The nice thing is if you use this variable, users.emailsignature, it will put in the e-mail signature for whichever user is sending the e-mail. So if you have multiple reporters that are sending out the e-mail and you want each one to be personalized and show it’s coming from John or from Steve or from Frank, then all you have to do is use this variable and it will automatically populate your e-mail signature as long as you have set it up. And we’ll talk about that in a moment as well.(10:54 - 11:15)So I hope that was helpful with respect to kind of the basics about editing a template, how to put the variables in. At this point, let’s move to exactly what I was talking about, which is the e-mail signature. So, again, using the e-mail signature variable makes it easier to format the template and it doesn’t matter who’s sending it.(11:16 - 11:27)It will always come out showing that it’s from the user that actually hit the send button. So we’ll do a little demo here and we’ll look at how to edit your e-mail signature. I’m going to pop back over to Method again.(11:28 - 11:48)Now, this is actually on the project plan. And if you’re a client that has signed up in the last about six or eight months, you would have a project plan that has this item on it and shows you exactly how to change it and so on. Those prior may or may not have found this data, but it doesn’t matter.(11:49 - 11:55)It’s here. I’m going to show you exactly what we need to do. Up to the upper right, you’ll find your user initials.(11:55 - 12:21)So we’ll click on those and then you’ll see it’ll also have a spot here called user profile. So what you would do is go into your user profile and this has all kinds of information about you, whoever is logged in at that time. So this gives you the ability to throw in a picture if you want to, if you need to change your e-mail address, if you need to change your time zone, update your password.(12:22 - 12:34)Most important, what we’re going to talk about right now is right here under this e-mail tab. Click on that. This will now bring up our e-mail options and you’ll see that it has what your e-mail address is.(12:35 - 12:49)And this little box is what sets up what will appear whenever we have that variable that says, you know, e-mails that users signature. I’m sorry, users that e-mail signature. It will put in whatever is in this box.(12:49 - 13:06)And you can see I’ve put in my name, I’ve formatted it bold, I’ve made everything kind of blue. I can always add a photo to it. So, you know, if I come down here, maybe I want to put a photo at the top so I can say plus and then import a photo.(13:07 - 13:25)I can grab a photo, you know, from my system. I don’t think I really have anything of value to load in there, so I’m not even going to bother with that. But that gives you the idea of how you can load an image in there, for example.(13:26 - 13:35)So this is set up kind of the way I want it to be. But you can format it however you need to, you know, bolding. Let’s say I do want to make this a little bit bigger font.(13:35 - 13:47)I’ll click on my A here. And on the font size, see I have font family, font size, I can click in here and I say I can make this 18 point. And you’ll see now it’s made it bigger.(13:48 - 13:54)And maybe I want to make it black after all and just leave the rest in blue. So I’m going to make this black. And there we go.(13:54 - 14:06)So I’ve updated my signature. When this is the way I want it to appear, I’ll just save it. And now it’s ready so that whenever I send out an e-mail, it will populate it with this.(14:06 - 14:26)If you have multiple users on your system that are going to be sending out reports or other e-mails, make sure that they set this up. And set it up, you know, with some standards that you have for your company with their name on it. And then that way the e-mails will be populated with their name, your company name, phone number, and everything will look really well.(14:26 - 14:31)They’re really great. Okay. Go back to the dashboard.(14:31 - 15:03)At this point I’m going to move forward now with creating a new template. So like any other templates you have, for example, templates in iAuditor, the recommendation is it’s always easiest to copy an existing template and then edit it to serve your new purpose. So just an idea, you know, again, like with iAuditor, it’s always easy to copy the template and then make the edits to it.(15:03 - 15:23)Having said that, I’m going to create one totally from scratch just to show you all the features and how easy it is to set that up. So what I want to do is create an e-mail to new clients that I send to new clients telling them, hey, here’s our customer portal. Here’s the link that you would use.(15:24 - 15:41)I’m going to include the portal document that we’re going to send there. And I’m going to give them the link to the customer portal video that you can send to your clients so that they can watch that. So, again, we’re going to also make this customized by the first name.(15:42 - 15:53)So remember we’re going to use that variable name here. We’re going to make sure it’s customized with the e-mail signature. We’re going to put in the link to the portal.(15:54 - 16:05)And we’re going to put in the link to the portal video so that everything is in one place. All right. So I’m going to switch to my system now.(16:07 - 16:14)And let’s take a look at that. I’m going to scroll down to send e-mail. I’m going to click on edit templates.(16:16 - 16:27)And you’ll see here’s a list of all of the different e-mail templates I have here. A lot of these you probably will never use. They’re geared more around some of the functions with methods and sales orders and things like that.(16:28 - 16:44)But your, you know, HomeWatch IT items are there. For example, if we search on report, here’s the report e-mail template that we have when we send out our regular report. Here’s a report e-mail template we use when we send out our concierge report.(16:44 - 16:55)But those are all out here. And you can definitely look at them and edit them here as well as on the preferences screen that I had earlier. I’m going to go do a new e-mail template.(16:55 - 17:09)And we’re just going to start it from scratch. So I’m going to call this Watch IT new customer portal. Okay.(17:09 - 17:20)You can fill out these fields here if you need to. Like maybe you want to CC or VCC yourself just so that you have a record that, yes, this did go out to the client. All optional.(17:20 - 17:27)You don’t have to do that. From e-mail address is also optional. It’ll just automatically take on the e-mail of whoever sends it.(17:28 - 17:42)You can pick a category. There’s different categories that are out there, you know, sales, marketing, you know, inspection reports, for example, issues. You know, it’s up to you if you want to use that.(17:42 - 17:55)I’m not going to use that. And there is a place here for attachments. So in this particular case, we wanted to attach that PDF document that everybody gets that, you know, shows how to use your portal.(17:56 - 18:09)Now, I actually didn’t move it over here into my system. So I’m going to, I guess, just add this JPEG file. So you would have added your portal document PDF file here.(18:09 - 18:29)And what this will do then is by adding that file here into the template, it’ll automatically bring it forward every time you want to use that template. Do note that there is a checkbox next to that that needs to be checked, which says please include this on the e-mail. All right.(18:29 - 18:38)And it says select which ones need to be included in the e-mail. All right. So what we’re going to do is we’re going to put in the subject of the e-mail.(18:38 - 18:55)So I’m going to put information about our customer portal or whatever you want to put in, you know, as the subject of your e-mail. Okay. Then we’ll start the body of the e-mail.(18:55 - 19:02)So remember, we wanted to make this customized. We wanted to use the first name of our customer. Okay.(19:02 - 19:40)So we know from our list, and I can bring up the list if it makes sense. We know from our list if we scroll down or scroll up, I guess I already passed it here, we have the ability to use entity.firstname, which will bring out the first name of the client. There is also context.firstname, which is not on this list, but that’s the one that’s used in the reporting e-mail.(19:40 - 19:50)But we can use this one for today. Actually, I wanted first name, sorry. Entity.firstname. So let’s go to here.(19:50 - 20:15)We can say dear entity.firstname, comma. So we know that when we do this, it’s going to fill in that entity.firstname with whatever the client’s first name is. You know, we use a customer portal to provide info about your account, previous reports, and upcoming schedule.(20:15 - 20:32)And you can type whatever you want to in here. Then you can say attached is a user guide to assist you get to our portal. Please use this link.(20:33 - 20:44)And now we can type in the link that is assigned to you. And I’m just going to type that in since I know it. Now, we’ve typed this in here.(20:44 - 20:56)And just as if we would type this in on Word, this is just in here as text. But let’s say we want this to be a clickable link in the e-mail we send. So what I can do is I can highlight that.(20:58 - 21:14)And you’ll notice right here we have a little button that says insert link. So if I click on that, it’s going to bring forward the text that I have. And what we can do is we can put in any URL here to send the client to.(21:15 - 21:26)So I’ll just paste that in there. Now, the text could be something like, you know, customer portal link. And when they click on it, it’ll take them directly to that.(21:26 - 21:36)I’m going to have it just display here. And when they click on it, I’d like for it to open up in a new browser tab instead of right over the e-mail. So I’m going to say insert.(21:37 - 21:48)And now you’ll see this is now formatted in blue like links usually are. If I click on this, it’s going to pop this up and show me that there’s a link attached. I can go to that link and make sure that it works.(21:49 - 21:55)I can delete the link. I can edit the link, you know, change the style on it. You get the idea there.(21:56 - 22:10)Save. We also have an introductory video that you can view at. And here we’ll do the same thing.(22:10 - 22:21)We’re going to put the portal video link right here. I’m going to highlight that. I’m going to turn that into a link.(22:22 - 22:28)I’m going to paste that here. Open a new tab. Insert.(22:28 - 22:31)Okay. So now it’s set up as a link. Let’s say I do want to test that.(22:31 - 22:39)I can click on this open link button. And what that will do is that will test that that link works. And there we go.(22:39 - 22:52)It’s opening up YouTube, going to that video, except it’s going to take you to an ad first. But we’ll skip the ad. And here we are.(22:52 - 23:02)Now we’re at the video that your clients can watch to give them an introductory overview of the portal. Okay. So we’ve got that done.(23:03 - 23:19)And then the last thing we want in here is our signature, which I know is users.email signature. So that’s excellent. So now I’m going to save that template.(23:23 - 23:37)And if I go to search on intro, because I know I used that in the title, we can see it’s here. So we can even test that. Since we’re in the email app, I can pick that template.(23:39 - 23:57)I can say send an email down here. I can pick any client I want to to pick. So I’m going to pick Blanco, intro.(24:00 - 24:05)Okay. There we go. So now it’s brought up my template.(24:05 - 24:12)And you’ll notice it still hasn’t filled things in. Down here is my attachments. Yes, I want to check the box because I want that file attached.(24:13 - 24:42)You’ll notice it brought that forward with the template as well. But how do I know that this is going to properly populate all of the fields? Well, the nice thing is if you do an email here from the send email screen, once you hit the send, and there is also send test, which will send it directly to you, but I’m going to hit send, it will actually create the body of the email and bring it up for me to view and approve before I actually send. So here you can see it’s populated with the name.(24:43 - 24:49)All right. It’s populated it with here’s the first name. So you’ll see it did populate that.(24:49 - 24:58)It has my links here as they should be. It populated, you know, my, you know, user signature on the bottom. So everything looks great.(24:58 - 25:03)I know everything’s working. I can now hit okay and it would send that out. In my case, I’m going to hit cancel.(25:03 - 25:12)So the template works. We know everything works as it should. So let’s say we wanted to send this particular email out to a bunch of our clients.(25:14 - 25:35)Well, that’s easy to do using the HomeWatch customers application. If I go into here, you’ll notice that, and I was already in here so I apologize, but I can come in here and I can highlight all the clients that I want to send an email to. And once I highlight that, I can click the button down below that says email selected clients.(25:36 - 25:54)It will then allow me to pick a template. So let’s just pick one we just did, intro, portal intro. It helps if I spell intro properly.(25:54 - 26:04)So you see it brought up my template. It knows that it has to attach that file because I was on the template. If I wanted to attach anything additional, I can do that right here.(26:05 - 26:39)Otherwise, at this point, if I want to email those four clients, all I have to do is hit the send button and it will send all four out, just one, two, three, four, just like that, without you having to do anything else. So this area right here on your customer list is very handy. If you’re doing, you know, that monthly newsletter, quarterly newsletter, if you’re just sending out, you know, a general, you know, happy Thanksgiving email or whatever the case might be, you can come in here, highlight all your clients, say email, you can put in a template.(26:40 - 26:51)You could just type in the text right here and just say send and off it would go to all your clients. It’s actually pretty simple. Okay.(26:54 - 27:09)That’s it for email templates for today. Any questions, comments, ideas? Hi, Gary. It’s Vivian Martinez.(27:09 - 27:18)How are you? Good. How are you, Vivian? Good. I just want to confirm something on the example you just showed where you sent an email to, like, four people at once.(27:18 - 27:25)Those go off as individual emails, correct? Absolutely, yes. Okay. Just want to confirm that.(27:25 - 27:26)Thanks. Yeah. Yeah.(27:26 - 27:36)And that really is kind of the purpose, like, of the dear first name. Yes. Because you want each one to look like it’s personalized, and that’s exactly the idea behind it.(27:36 - 27:45)So, yes, they all do go out separately and individually. Great. Yeah, I just want to make sure it wasn’t, like, a BCC thing where just nobody saw who it was sent to and stuff.(27:45 - 27:49)Right. No, it sends each one individually. Yeah, perfect.(27:49 - 27:51)Okay, thanks. Great question. Sure.(27:53 - 28:09)Yeah, I know I’m guilty of doing a BCC sometimes to everybody. If there’s a quick announcement I need to send, like, the other day when Method was down for those four minutes. So, for me, it’s just easier to send one BCC out instead of, you know, 95 individual ones.(28:11 - 28:31)Gary, this is Rob from here. Is there some place in Method where I can see all the emails that I’ve sent to a particular customer, whether they were just the weekly reports or whatever? So, the answer is yes. So, there’s two things to keep in mind here.(28:31 - 28:57)First off is when you go into the preferences on your admin, there is a little yes, no box right here, which says add the report email to your activities. By default, that is set to no. What that means is that whenever you send out the report email, it’s actually not going to store that in the list of activities you’ve done for your customer.(28:57 - 29:13)So, you know, it’s kind of redundant because you’ve got the report, you know, on the work order, and you’ve got it in iAuditor. So, you know, to keep it in activities, that’s kind of a bit personal, so that’s why it’s defaulted to no. I have mine set to yes, and you can do the same thing.(29:13 - 29:37)You can set that to yes. When you do that, what will happen is when you go to your customer file, and let’s just pick on Mr. Brower because I know I’ve got a bunch of them, down on the very bottom of that screen, you have an item that says work orders and activities. If you open that section, this will list for you everything.(29:38 - 29:58)Work orders, if there was an email, right, if there were any other reminders that you did, you know, like for home inventory or so on. Any portal communications would appear here. So you would have that full history of everything that you’ve done for the client right here on this list.(29:59 - 30:14)On this particular item, it said an email. If you wanted to actually see what that is, you can click on it and open it. Taking a second to load.(30:14 - 30:25)I’m a little slow. And you’ll notice that it doesn’t have it on there. This one didn’t say the body.(30:25 - 30:40)Most of them will actually have a link that says show me the entire email. I think this was a test I did. But most of the time you can click that up and it would bring up the actual body of the email so that you can see everything that was in it.(30:41 - 30:51)Let me just see if I can find another example. Client emailed report. Okay, so here’s the work order email.(30:51 - 31:07)And you can see here’s portal instructions we sent to him. But here I’m going to go to this emailed report item. So you can see here the client was emailed the report for that work order.(31:07 - 31:22)Here’s what I was talking about, this link. So if you click on this, this will show you exactly what was on the email, what was the body of the email, right? So that way you can see exactly what it was that you sent. All right.(31:26 - 31:53)Like I said, by default, everything is stored except for the report email, and you just need to turn that one on in the preferences like I showed you. But otherwise you’ve got everything right here, all the work orders, in residence, portal communications, everything in one place. Great questions.(31:59 - 32:07)Anyone else? I have another question. It’s not about the emails. That’s fine.(32:07 - 32:30)I requested the upgrade to the 4.3 version, but I don’t think I have that. If I go into preferences, it still shows 4.2. Does – I’ll double check that. I’ll double check.(32:30 - 32:52)I thought for sure I had – if you go to the customer screen, does it have the property stats box? To the customer screen, let me see. To HomeWatch customers? Yes. Okay.(32:52 - 33:00)What am I looking for now? It has this little box here. This is the property stats on it underneath the picture. Oh, right there.(33:01 - 33:09)Yeah, it does have that. Okay. Then you are on 4.3. We probably just didn’t update the version number in the preferences screen.(33:09 - 33:28)But this was added in 4.3, so if you have that, then you’re okay. Okay, because I was trying to find the time management tools, and supposedly they’re supposed to be under the preferences. Yeah.(33:29 - 33:51)If you go to preferences – You do have to follow the directions on hooking it up with QuickBooks, but you should see it right here, time tracking. I’m tracking under admin settings. No, I don’t see it.(33:53 - 33:57)Let me – I’ll double check your system. Oh, wait a minute. Wait a minute, it’s just in a different spot.(33:58 - 34:02)Okay, so turn that on. Okay, I found it. Okay.(34:04 - 34:25)And just remember, before you try to use it, to make sure you follow the directions that are in that guide, because if you haven’t connected QuickBooks entities to the users, you will get an error. Okay. Hey, Gary, this is Bob Hunt.(34:25 - 34:34)I have a question. Yes. This has nothing to do with what we talked about, although this email system is amazing.(34:34 - 34:51)It’s going to be very helpful and very timely for me. But my question is, it’s probably been covered. We use iAuditor, and one of the things we do is we generate our reports for the current period, you know, for the coming up schedules.(34:52 - 35:16)And when we get out in the field, we manually change the date and the time. Is there a simple way to do that, or do you just have to change the date and time when you get out in the field? Yeah. I mean, when you go into the date and time, you should be able to – I mean, it used to have like a one-button click on it in order to do that.(35:16 - 35:28)I’ve heard of something, but like we can’t find it. We’re just not used to it. Let me just go into one real quick here, continue inspection.(35:36 - 35:50)See, if I go into continue and inspection, it’s bringing up my current date and time when I hit the link there. It says conducted on. I hit the little arrow.(35:52 - 35:58)Ah, that’s what it is. You have to hit the little arrow that’s to the right of that. All right.(35:58 - 36:07)And when you hit the arrow to the right of that, it will bring up the current date and time. And then you can see that. That would be great.(36:07 - 36:11)Okay. It’s so simple, but it takes time to do it in the field. Okay.(36:11 - 36:14)Thank you. Yeah. And if you use the location, it’s the same thing.(36:14 - 36:19)You just have to hit the little button that’s next to it, the drop-in. Yeah. And it will show you the location.(36:20 - 36:28)And would this – do you know if this would work for like – you know, we used the previous reports. Would it allow us to do that for the – Yes. Yeah.(36:29 - 36:32)You can use that for any report. Okay. All right.(36:32 - 36:44)Good. Thank you. But even though you’re starting with a copy of the previous – It’ll – by default, it’ll put the date and time of the work order on there when you’re batch-creating them because it doesn’t know any other time.(36:45 - 36:55)So, yeah, you do have to update it when you get to the home. But just hitting the arrow just brings it to whatever the route technician’s time is on this phone. Yes.(36:56 - 36:57)Okay. Great. Thank you.(36:57 - 37:16)That’s huge. Okay. Any other questions this afternoon? It feels like evening.(37:17 - 37:26)It’s only afternoon. All right. Well, I do appreciate everybody attending today.(37:26 - 37:34)Good questions here. I hope this was helpful. I will be putting this out on the portal for reference as well.(37:35 - 37:43)And for those that couldn’t attend, they can watch this as well. But, anyway, I want to thank everybody for participating. I appreciate you as customers.(37:44 - 37:50)And don’t hesitate to ask if there’s anything I can do for you. Thanks, Gary. All right.(37:50 - 37:52)Thank you. Thank you. Thanks, Gary.(37:52 - 37:53)Thanks.(0:05 - 0:09)

All right. Hi, everybody. Sorry about the delay in getting things started.

(0:10 - 0:24)

Hopefully you can hear me OK on just the laptop mic tonight. This topic, I think, is a pretty important one, but yet a pretty simple one. So I’m going to actually do it a little bit differently tonight.

(0:24 - 0:35)

I’m going to not mute everyone during the presentation part. I’m going to leave it open. If you’re in a noisy surrounding, please mute your mic, though.

(0:35 - 0:45)

I would appreciate that. And the others on the call would appreciate that. But I’m going to do this so that if questions come up during the presentation, because, you know, there’s kind of different nuances involved here.

(0:46 - 1:01)

Feel free to chime in and just ask those right in line rather than wait till the end like we usually do. I do think it’s going to help out a little bit here with today’s topic. So basically we’re going to cover, you know, email templates.

(1:01 - 1:37)

So we’ll talk about what they are and how they’re used. We’ll look at how to edit the existing templates that are currently on your system. We’ll look at how to update your signature.

So it’s automatically filled in. We’ll create a new template together and then we’ll go to our usual Q&A office hour session where we will just take open questions from everybody. So current upcoming webinars, I’ve already decided that this is a difficult time of year to get everyone together, especially where it’s a little bit earlier on the West Coast, like for you, Bob, and, you know, people are quite busy.

(1:38 - 1:52)

So I know that’s why we have a little bit lower turnout today. And that’s what we’re going to kind of follow that lead. And we’re going to just skip August completely just because it is such a hard time of year for everyone to take the break.

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I know there’s material that everybody would like to discuss. So, again, please let me know which topics are most interesting to you so that we can get those on the schedule. And we’ll resume again in October.

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And, you know, I will also be at the conference in November and then we’ll do a December meeting. And we can always schedule something in between if it makes sense. But for right now, we’ll just go ahead and skip through the rest of summer because it is so busy.

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Everybody’s familiar with how the business management is set up, with iAuditor being the reporting app, the business management app ties everything together, and QuickBooks being the financial system. Today, we are going to concentrate again on the business management app, looking at how the email templates are used within that for a variety of purposes. So we’ll take a quick look here at what our email templates will be used for.

(2:44 - 3:08)

So anybody that has sent a report out, whether it’s from iAuditor or from Method, is familiar with what an email template is. iAuditor has a really basic template built into it, which basically says nothing more than, Dear Client, here’s your report for today, and then, you know, you can put your name on it. The templates in Method are much more flexible and strategic.

(3:08 - 3:38)

They can be used and automatically have data filled in in the middle of the template, so they can be more personalized, you know, like Dear Bob, for example, instead of saying Dear Client. And you can add such things like links to the report, which is what our default template does. They’re also used for, you know, other things like if you want to notify clients that you put a new issue in the system or that you’ve responded to a portal communication, they can get an email telling them about that.

(3:38 - 4:03)

You can use them for newsletters if you do that kind of thing. And actually, an example we’ll do later today is we’re going to create an email template to tell new clients about our customer portal and how they can log in and what the, you know, send them our little document on it and so on. We’re going to start by editing an existing template and look at that.

(4:04 - 4:35)

So first off, where do we find templates and what are the special features that are in these templates, such as the fields that you can use to pull in the different parts of information? I have a note here that the field variables list is available in the HomeWatch IT portal in the Help Center. There’s actually a couple of ways you can get to that list. If you go to the Help Center and search on the word merge for, like, merge fields, you’ll get the list.

(4:35 - 4:47)

I’ll bring it up here in a moment. And it’s also available as a link right on the iAuditor template addition screen where you maintain your templates. And so I can show you that as well if you need me to.

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So let’s, you know, kind of take a look here. We’re going to take a look at the existing report template. And what we’re going to do is we’re going to modify it to include the property street address in the body of the template.

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Can everybody hear me still? Yes. Okay, perfect. Just want to make sure.

(5:13 - 5:40)

All right, so the first thing I’m going to do is I’m going to bring up the list of fields. This is the one that I was mentioning that you can go to the HomeWatch IT Help Center, search on merge, and it’ll bring up this list of merge fields. And what you have here is basically a list of all kinds of different items that are available in the system and what the actual variable name is for that.

(5:41 - 5:56)

So if you look down here, you can see you’ve got, you know, the ability to pull in items from the notes fields. You can pull in, you know, the report e-mail template, the route name. You know, you can even pull in the alarm code if you want to.

(5:57 - 6:21)

There are really all kinds of different pieces of information here. What we want to do is add the client’s property address to the report e-mail template. So I’m jumping ahead here a little bit because what we’re going to need is the name of the field, which would be this, to display the customer’s property address.

(6:22 - 6:39)

So I’m going to highlight that. I’m going to do a Control-C and I’m going to grab this name so that we have that variable name that we can now put into the report e-mail template. So where do we find e-mail templates? Well, there’s a couple places.

(6:39 - 6:57)

Number one, everybody should have a method application that says send e-mail. And if you were to click on the three dots there, you’ll find edit templates as an option. It’s also available in the HomeWatch admin if you go into the preferences screen.

(6:59 - 7:19)

By default, the system will bring up for you the template that is used to send your reports. And that’s what is in this box right here. There is also a button that says edit other e-mail templates, and that will take you to the same place as the edit templates I just showed you a minute ago on the main dashboard.

(7:19 - 7:42)

But right here, this is the default template that we use any time we send out an e-mail report link to our clients. So in my example, I said let’s modify this and add the property’s name. So, for example, right here we have Dear Customer First Name.

(7:42 - 7:54)

And, again, this would be on that list screen that I showed you a minute ago. So it would populate with the client’s first name. Your HomeWatch’s report is completed and ready for review, and then it puts the actual URL in there.

(7:54 - 8:15)

Again, it pulls that out of the work order file where we save it. So what we can do is save your home visit report, and let’s say we want to save four and then the property name. So I can put four, and I’ll put that variable that I saved, okay, entity ship address one, which is the property street address.

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So now this would say your home visit report for 123 Main Street is completed and ready for review, and it would put the link in there. So as you can see, you can edit anything in this box. Anything in the template can be edited.

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Just type in text and type in these variables, and the system will know that it has to replace those variables’ names with actual data before it sends out the e-mail. If you’re not familiar with this little editor box that’s in here, it’s very flexible in that you can click on any of these characters and it will open up an extra line allowing you to do different things. So for example, where we put in the address here, we could make that in bold by clicking the B. We could maybe italicize it as well.

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We could change the font size. We can, you know, change the color. So if I want to put the address in red, all kinds of things can be done right here in this screen.

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You have similar options here for paragraph mode where you can put in bullet lists. You can center things. You can indent things, put them in numerical order.

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And lastly, on the plus, you can do things like add a picture, set up a table, or maybe even add a link, which is what this item is right here. And we’re going to do a link in a moment when we do our new report, our new template. And so you’ll get an idea of how to use that.

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But you can play around with these editor options and be able to change your e-mail up and make it look very nice. The last item I wanted to show on here is I have a variable for my e-mail signature. Now, I could have just typed in right here Gary Houghton, HomeWatch IT, thrown in, you know, my company logo, the phone number, all of that information, and that would be fine.

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The nice thing is if you use this variable, users.emailsignature, it will put in the e-mail signature for whichever user is sending the e-mail. So if you have multiple reporters that are sending out the e-mail and you want each one to be personalized and show it’s coming from John or from Steve or from Frank, then all you have to do is use this variable and it will automatically populate your e-mail signature as long as you have set it up. And we’ll talk about that in a moment as well.

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So I hope that was helpful with respect to kind of the basics about editing a template, how to put the variables in. At this point, let’s move to exactly what I was talking about, which is the e-mail signature. So, again, using the e-mail signature variable makes it easier to format the template and it doesn’t matter who’s sending it.

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It will always come out showing that it’s from the user that actually hit the send button. So we’ll do a little demo here and we’ll look at how to edit your e-mail signature. I’m going to pop back over to Method again.

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Now, this is actually on the project plan. And if you’re a client that has signed up in the last about six or eight months, you would have a project plan that has this item on it and shows you exactly how to change it and so on. Those prior may or may not have found this data, but it doesn’t matter.

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It’s here. I’m going to show you exactly what we need to do. Up to the upper right, you’ll find your user initials.

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So we’ll click on those and then you’ll see it’ll also have a spot here called user profile. So what you would do is go into your user profile and this has all kinds of information about you, whoever is logged in at that time. So this gives you the ability to throw in a picture if you want to, if you need to change your e-mail address, if you need to change your time zone, update your password.

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Most important, what we’re going to talk about right now is right here under this e-mail tab. Click on that. This will now bring up our e-mail options and you’ll see that it has what your e-mail address is.

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And this little box is what sets up what will appear whenever we have that variable that says, you know, e-mails that users signature. I’m sorry, users that e-mail signature. It will put in whatever is in this box.

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And you can see I’ve put in my name, I’ve formatted it bold, I’ve made everything kind of blue. I can always add a photo to it. So, you know, if I come down here, maybe I want to put a photo at the top so I can say plus and then import a photo.

(13:07 - 13:25)

I can grab a photo, you know, from my system. I don’t think I really have anything of value to load in there, so I’m not even going to bother with that. But that gives you the idea of how you can load an image in there, for example.

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So this is set up kind of the way I want it to be. But you can format it however you need to, you know, bolding. Let’s say I do want to make this a little bit bigger font.

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I’ll click on my A here. And on the font size, see I have font family, font size, I can click in here and I say I can make this 18 point. And you’ll see now it’s made it bigger.

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And maybe I want to make it black after all and just leave the rest in blue. So I’m going to make this black. And there we go.

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So I’ve updated my signature. When this is the way I want it to appear, I’ll just save it. And now it’s ready so that whenever I send out an e-mail, it will populate it with this.

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If you have multiple users on your system that are going to be sending out reports or other e-mails, make sure that they set this up. And set it up, you know, with some standards that you have for your company with their name on it. And then that way the e-mails will be populated with their name, your company name, phone number, and everything will look really well.

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They’re really great. Okay. Go back to the dashboard.

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At this point I’m going to move forward now with creating a new template. So like any other templates you have, for example, templates in iAuditor, the recommendation is it’s always easiest to copy an existing template and then edit it to serve your new purpose. So just an idea, you know, again, like with iAuditor, it’s always easy to copy the template and then make the edits to it.

(15:03 - 15:23)

Having said that, I’m going to create one totally from scratch just to show you all the features and how easy it is to set that up. So what I want to do is create an e-mail to new clients that I send to new clients telling them, hey, here’s our customer portal. Here’s the link that you would use.

(15:24 - 15:41)

I’m going to include the portal document that we’re going to send there. And I’m going to give them the link to the customer portal video that you can send to your clients so that they can watch that. So, again, we’re going to also make this customized by the first name.

(15:42 - 15:53)

So remember we’re going to use that variable name here. We’re going to make sure it’s customized with the e-mail signature. We’re going to put in the link to the portal.

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And we’re going to put in the link to the portal video so that everything is in one place. All right. So I’m going to switch to my system now.

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And let’s take a look at that. I’m going to scroll down to send e-mail. I’m going to click on edit templates.

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And you’ll see here’s a list of all of the different e-mail templates I have here. A lot of these you probably will never use. They’re geared more around some of the functions with methods and sales orders and things like that.

(16:28 - 16:44)

But your, you know, HomeWatch IT items are there. For example, if we search on report, here’s the report e-mail template that we have when we send out our regular report. Here’s a report e-mail template we use when we send out our concierge report.

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But those are all out here. And you can definitely look at them and edit them here as well as on the preferences screen that I had earlier. I’m going to go do a new e-mail template.

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And we’re just going to start it from scratch. So I’m going to call this Watch IT new customer portal. Okay.

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You can fill out these fields here if you need to. Like maybe you want to CC or VCC yourself just so that you have a record that, yes, this did go out to the client. All optional.

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You don’t have to do that. From e-mail address is also optional. It’ll just automatically take on the e-mail of whoever sends it.

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You can pick a category. There’s different categories that are out there, you know, sales, marketing, you know, inspection reports, for example, issues. You know, it’s up to you if you want to use that.

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I’m not going to use that. And there is a place here for attachments. So in this particular case, we wanted to attach that PDF document that everybody gets that, you know, shows how to use your portal.

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Now, I actually didn’t move it over here into my system. So I’m going to, I guess, just add this JPEG file. So you would have added your portal document PDF file here.

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And what this will do then is by adding that file here into the template, it’ll automatically bring it forward every time you want to use that template. Do note that there is a checkbox next to that that needs to be checked, which says please include this on the e-mail. All right.

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And it says select which ones need to be included in the e-mail. All right. So what we’re going to do is we’re going to put in the subject of the e-mail.

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So I’m going to put information about our customer portal or whatever you want to put in, you know, as the subject of your e-mail. Okay. Then we’ll start the body of the e-mail.

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So remember, we wanted to make this customized. We wanted to use the first name of our customer. Okay.

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So we know from our list, and I can bring up the list if it makes sense. We know from our list if we scroll down or scroll up, I guess I already passed it here, we have the ability to use entity.firstname, which will bring out the first name of the client. There is also context.firstname, which is not on this list, but that’s the one that’s used in the reporting e-mail.

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But we can use this one for today. Actually, I wanted first name, sorry. Entity.firstname. So let’s go to here.

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We can say dear entity.firstname, comma. So we know that when we do this, it’s going to fill in that entity.firstname with whatever the client’s first name is. You know, we use a customer portal to provide info about your account, previous reports, and upcoming schedule.

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And you can type whatever you want to in here. Then you can say attached is a user guide to assist you get to our portal. Please use this link.

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And now we can type in the link that is assigned to you. And I’m just going to type that in since I know it. Now, we’ve typed this in here.

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And just as if we would type this in on Word, this is just in here as text. But let’s say we want this to be a clickable link in the e-mail we send. So what I can do is I can highlight that.

(20:58 - 21:14)

And you’ll notice right here we have a little button that says insert link. So if I click on that, it’s going to bring forward the text that I have. And what we can do is we can put in any URL here to send the client to.

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So I’ll just paste that in there. Now, the text could be something like, you know, customer portal link. And when they click on it, it’ll take them directly to that.

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I’m going to have it just display here. And when they click on it, I’d like for it to open up in a new browser tab instead of right over the e-mail. So I’m going to say insert.

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And now you’ll see this is now formatted in blue like links usually are. If I click on this, it’s going to pop this up and show me that there’s a link attached. I can go to that link and make sure that it works.

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I can delete the link. I can edit the link, you know, change the style on it. You get the idea there.

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Save. We also have an introductory video that you can view at. And here we’ll do the same thing.

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We’re going to put the portal video link right here. I’m going to highlight that. I’m going to turn that into a link.

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I’m going to paste that here. Open a new tab. Insert.

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Okay. So now it’s set up as a link. Let’s say I do want to test that.

(22:31 - 22:39)

I can click on this open link button. And what that will do is that will test that that link works. And there we go.

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It’s opening up YouTube, going to that video, except it’s going to take you to an ad first. But we’ll skip the ad. And here we are.

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Now we’re at the video that your clients can watch to give them an introductory overview of the portal. Okay. So we’ve got that done.

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And then the last thing we want in here is our signature, which I know is users.email signature. So that’s excellent. So now I’m going to save that template.

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And if I go to search on intro, because I know I used that in the title, we can see it’s here. So we can even test that. Since we’re in the email app, I can pick that template.

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I can say send an email down here. I can pick any client I want to to pick. So I’m going to pick Blanco, intro.

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Okay. There we go. So now it’s brought up my template.

(24:05 - 24:12)

And you’ll notice it still hasn’t filled things in. Down here is my attachments. Yes, I want to check the box because I want that file attached.

(24:13 - 24:42)

You’ll notice it brought that forward with the template as well. But how do I know that this is going to properly populate all of the fields? Well, the nice thing is if you do an email here from the send email screen, once you hit the send, and there is also send test, which will send it directly to you, but I’m going to hit send, it will actually create the body of the email and bring it up for me to view and approve before I actually send. So here you can see it’s populated with the name.

(24:43 - 24:49)

All right. It’s populated it with here’s the first name. So you’ll see it did populate that.

(24:49 - 24:58)

It has my links here as they should be. It populated, you know, my, you know, user signature on the bottom. So everything looks great.

(24:58 - 25:03)

I know everything’s working. I can now hit okay and it would send that out. In my case, I’m going to hit cancel.

(25:03 - 25:12)

So the template works. We know everything works as it should. So let’s say we wanted to send this particular email out to a bunch of our clients.

(25:14 - 25:35)

Well, that’s easy to do using the HomeWatch customers application. If I go into here, you’ll notice that, and I was already in here so I apologize, but I can come in here and I can highlight all the clients that I want to send an email to. And once I highlight that, I can click the button down below that says email selected clients.

(25:36 - 25:54)

It will then allow me to pick a template. So let’s just pick one we just did, intro, portal intro. It helps if I spell intro properly.

(25:54 - 26:04)

So you see it brought up my template. It knows that it has to attach that file because I was on the template. If I wanted to attach anything additional, I can do that right here.

(26:05 - 26:39)

Otherwise, at this point, if I want to email those four clients, all I have to do is hit the send button and it will send all four out, just one, two, three, four, just like that, without you having to do anything else. So this area right here on your customer list is very handy. If you’re doing, you know, that monthly newsletter, quarterly newsletter, if you’re just sending out, you know, a general, you know, happy Thanksgiving email or whatever the case might be, you can come in here, highlight all your clients, say email, you can put in a template.

(26:40 - 26:51)

You could just type in the text right here and just say send and off it would go to all your clients. It’s actually pretty simple. Okay.

(26:54 - 27:09)

That’s it for email templates for today. Any questions, comments, ideas? Hi, Gary. It’s Vivian Martinez.

(27:09 - 27:18)

How are you? Good. How are you, Vivian? Good. I just want to confirm something on the example you just showed where you sent an email to, like, four people at once.

(27:18 - 27:25)

Those go off as individual emails, correct? Absolutely, yes. Okay. Just want to confirm that.

(27:25 - 27:26)

Thanks. Yeah. Yeah.

(27:26 - 27:36)

And that really is kind of the purpose, like, of the dear first name. Yes. Because you want each one to look like it’s personalized, and that’s exactly the idea behind it.

(27:36 - 27:45)

So, yes, they all do go out separately and individually. Great. Yeah, I just want to make sure it wasn’t, like, a BCC thing where just nobody saw who it was sent to and stuff.

(27:45 - 27:49)

Right. No, it sends each one individually. Yeah, perfect.

(27:49 - 27:51)

Okay, thanks. Great question. Sure.

(27:53 - 28:09)

Yeah, I know I’m guilty of doing a BCC sometimes to everybody. If there’s a quick announcement I need to send, like, the other day when Method was down for those four minutes. So, for me, it’s just easier to send one BCC out instead of, you know, 95 individual ones.

(28:11 - 28:31)

Gary, this is Rob from here. Is there some place in Method where I can see all the emails that I’ve sent to a particular customer, whether they were just the weekly reports or whatever? So, the answer is yes. So, there’s two things to keep in mind here.

(28:31 - 28:57)

First off is when you go into the preferences on your admin, there is a little yes, no box right here, which says add the report email to your activities. By default, that is set to no. What that means is that whenever you send out the report email, it’s actually not going to store that in the list of activities you’ve done for your customer.

(28:57 - 29:13)

So, you know, it’s kind of redundant because you’ve got the report, you know, on the work order, and you’ve got it in iAuditor. So, you know, to keep it in activities, that’s kind of a bit personal, so that’s why it’s defaulted to no. I have mine set to yes, and you can do the same thing.

(29:13 - 29:37)

You can set that to yes. When you do that, what will happen is when you go to your customer file, and let’s just pick on Mr. Brower because I know I’ve got a bunch of them, down on the very bottom of that screen, you have an item that says work orders and activities. If you open that section, this will list for you everything.

(29:38 - 29:58)

Work orders, if there was an email, right, if there were any other reminders that you did, you know, like for home inventory or so on. Any portal communications would appear here. So you would have that full history of everything that you’ve done for the client right here on this list.

(29:59 - 30:14)

On this particular item, it said an email. If you wanted to actually see what that is, you can click on it and open it. Taking a second to load.

(30:14 - 30:25)

I’m a little slow. And you’ll notice that it doesn’t have it on there. This one didn’t say the body.

(30:25 - 30:40)

Most of them will actually have a link that says show me the entire email. I think this was a test I did. But most of the time you can click that up and it would bring up the actual body of the email so that you can see everything that was in it.

(30:41 - 30:51)

Let me just see if I can find another example. Client emailed report. Okay, so here’s the work order email.

(30:51 - 31:07)

And you can see here’s portal instructions we sent to him. But here I’m going to go to this emailed report item. So you can see here the client was emailed the report for that work order.

(31:07 - 31:22)

Here’s what I was talking about, this link. So if you click on this, this will show you exactly what was on the email, what was the body of the email, right? So that way you can see exactly what it was that you sent. All right.

(31:26 - 31:53)

Like I said, by default, everything is stored except for the report email, and you just need to turn that one on in the preferences like I showed you. But otherwise you’ve got everything right here, all the work orders, in residence, portal communications, everything in one place. Great questions.

(31:59 - 32:07)

Anyone else? I have another question. It’s not about the emails. That’s fine.

(32:07 - 32:30)

I requested the upgrade to the 4.3 version, but I don’t think I have that. If I go into preferences, it still shows 4.2. Does – I’ll double check that. I’ll double check.

(32:30 - 32:52)

I thought for sure I had – if you go to the customer screen, does it have the property stats box? To the customer screen, let me see. To HomeWatch customers? Yes. Okay.

(32:52 - 33:00)

What am I looking for now? It has this little box here. This is the property stats on it underneath the picture. Oh, right there.

(33:01 - 33:09)

Yeah, it does have that. Okay. Then you are on 4.3. We probably just didn’t update the version number in the preferences screen.

(33:09 - 33:28)

But this was added in 4.3, so if you have that, then you’re okay. Okay, because I was trying to find the time management tools, and supposedly they’re supposed to be under the preferences. Yeah.

(33:29 - 33:51)

If you go to preferences – You do have to follow the directions on hooking it up with QuickBooks, but you should see it right here, time tracking. I’m tracking under admin settings. No, I don’t see it.

(33:53 - 33:57)

Let me – I’ll double check your system. Oh, wait a minute. Wait a minute, it’s just in a different spot.

(33:58 - 34:02)

Okay, so turn that on. Okay, I found it. Okay.

(34:04 - 34:25)

And just remember, before you try to use it, to make sure you follow the directions that are in that guide, because if you haven’t connected QuickBooks entities to the users, you will get an error. Okay. Hey, Gary, this is Bob Hunt.

(34:25 - 34:34)

I have a question. Yes. This has nothing to do with what we talked about, although this email system is amazing.

(34:34 - 34:51)

It’s going to be very helpful and very timely for me. But my question is, it’s probably been covered. We use iAuditor, and one of the things we do is we generate our reports for the current period, you know, for the coming up schedules.

(34:52 - 35:16)

And when we get out in the field, we manually change the date and the time. Is there a simple way to do that, or do you just have to change the date and time when you get out in the field? Yeah. I mean, when you go into the date and time, you should be able to – I mean, it used to have like a one-button click on it in order to do that.

(35:16 - 35:28)

I’ve heard of something, but like we can’t find it. We’re just not used to it. Let me just go into one real quick here, continue inspection.

(35:36 - 35:50)

See, if I go into continue and inspection, it’s bringing up my current date and time when I hit the link there. It says conducted on. I hit the little arrow.

(35:52 - 35:58)

Ah, that’s what it is. You have to hit the little arrow that’s to the right of that. All right.

(35:58 - 36:07)

And when you hit the arrow to the right of that, it will bring up the current date and time. And then you can see that. That would be great.

(36:07 - 36:11)

Okay. It’s so simple, but it takes time to do it in the field. Okay.

(36:11 - 36:14)

Thank you. Yeah. And if you use the location, it’s the same thing.

(36:14 - 36:19)

You just have to hit the little button that’s next to it, the drop-in. Yeah. And it will show you the location.

(36:20 - 36:28)

And would this – do you know if this would work for like – you know, we used the previous reports. Would it allow us to do that for the – Yes. Yeah.

(36:29 - 36:32)

You can use that for any report. Okay. All right.

(36:32 - 36:44)

Good. Thank you. But even though you’re starting with a copy of the previous – It’ll – by default, it’ll put the date and time of the work order on there when you’re batch-creating them because it doesn’t know any other time.

(36:45 - 36:55)

So, yeah, you do have to update it when you get to the home. But just hitting the arrow just brings it to whatever the route technician’s time is on this phone. Yes.

(36:56 - 36:57)

Okay. Great. Thank you.

(36:57 - 37:16)

That’s huge. Okay. Any other questions this afternoon? It feels like evening.

(37:17 - 37:26)

It’s only afternoon. All right. Well, I do appreciate everybody attending today.

(37:26 - 37:34)

Good questions here. I hope this was helpful. I will be putting this out on the portal for reference as well.

(37:35 - 37:43)

And for those that couldn’t attend, they can watch this as well. But, anyway, I want to thank everybody for participating. I appreciate you as customers.

(37:44 - 37:50)

And don’t hesitate to ask if there’s anything I can do for you. Thanks, Gary. All right.

(37:50 - 37:52)

Thank you. Thank you. Thanks, Gary.

(37:52 - 37:53)

Thanks.