Add More Email and Agreement Variables

  • Inspection Date only

  • Inspection Time only

  • Inspector credentials - Ideally this would pull from a text field in the inspector profile where inspector license numbers can be recorded

There are multiple emails that are sent to internal users that include variables for client and agent(s) in the same email. These would also be helpful for use in agreements as we only want the client's name to populate, not the agent.

There are also actions that use only the inspection date or time, not both.

For Monument (Commercial inspections), the agreements currently contain a variable that pulls 'inspector credentials' from their spectora profile. It is a text field where we enter their license numbers.

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Upvoters
Status

Planned

Board
πŸ’‘

New Features

Tags

[User] Friction

Date

About 1 month ago

Author

Ryan Wagner

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