Easily Replace Smart Field in the Just-In-Case Instructions

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How to Replace Smart Field in the Just-In-Case Instructions

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my name is tanya regnet with western computer and today were going to take a look at how easy it is to convert a case to a work order and schedule a resource in just a few clicks so what youll notice on the screen is were looking at a case from our client clifton fine central school and they reported that the air conditioner is blowing hot air we could notice that theyve identified the product and that the phone call came in reporting it obviously this is something we want to send a technician on site for so were going to go ahead and convert this to a work order just with the click of a button we can convert it to a work order and then this will go to my dispatch team to schedule a resource to go on site all of the information will map over and well see the details of the work order and additional information that we may need i can see that this was generated through a case and i can see that this is a diagnose and repair and then its currently unscheduled by clicking the butto

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How do I create a custom field in Dubsado?

Custom fields make Dubsado your system.Manually enter information in a custom field Click on the pencil icon next to the Client section in the sidebar. Scroll to the bottom of the client profile to find the custom fields. Enter the information and click Save Close.

How do I add a form to a canned email in Dubsado?

It is NOT possible to attach a Dubsado form to a canned email. You create a template under Templates Forms. This is just a template that youll re-use from project to project. You add the form to the clients project. This copy of the form now has a unique URL (a unique link) that the client needs to access the form.

How do I add a template to Pipedrive?

To add and customize templates, go to the Email tab of your Pipedrive account and click Compose Choose template below the email subject. Email templates can also be sent or edited from the Send email prompt of any detail view in your deals and contacts.

What are smart fields?

Certain fields available for user-defined reports, views, and queries do more than select a specific piece of data. These fields, called smart fields, combine multiple pieces of data or decide which data to display based on what is available.

What is smart field in Dubsado?

A smart field is a text placeholder used in form templates and canned emails that will autofill once added to a project. Dubsado smart fields can be identified by their double curly braces: {{client.name}} The example above will populate with the clients full name.

How do I create a smart document?

Navigate to the Smart Document Template table. Click the Create New button in the top right. The Creating New Smart Document Template screen appears: Enter a Name that describes what this template will display or other relevant information for you to identify the template (e.g., Order Insert Template).

What is the lead capture form for Dubsado?

A lead capture form is how you get potential clients into your Dubsado account. Once a lead fills out the form, a project is automatically created for that lead. After building your form, dont forget to share your form.

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