Below is a list of tokens that can be used in the message template for Email and SMS notifications
Absentee Notification
SMS
Opportunity Name
Opp Ops Mgr Contact First Name
Opp Ops Mgr Contact Full Name
Property Name
Property Ops Mgr First Name
Property Ops Mgr Full Name
Rte Crew Leader First Name
Rte Crew Leader Last Name
Scheduled Start Date
{{glossary.Service Name Abbreviation }}
WT Crew Leader Mobile Phone
WT Crew Leader Full Name
Visit Reminder
SMS
Opportunity Name
Opp Ops Mgr Contact First Name
Opp Ops Mgr Contact Full Name
Property Name
Property Ops Mgr First Name
Property Ops Mgr Full Name
Rte Crew Leader First Name
Rte Crew Leader Last Name
Scheduled Start Date
WT Crew Leader Full Name
WT Crew Leader Mobile Phone
Work Ticket Complete
SMS
Opportunity Name
Opp Ops Mgr Contact First Name
Opp Ops Mgr Contact Full Name
Property Name
Property Ops Mgr First Name
Property Ops Mgr Full Name
Scheduled Start Date
WT Crew Leader Full Name
WT Crew Leader Mobile Phone
EMAIL
Acct Owner Contact Email Token
Active
Billing City
Billing Contact Company Name
Billing Contact Full Name
Billing State Province Code
Branch Address 1
Branch Address 2
Branch City
Branch Legal Name Token
Competitor Name
Created Date Token
Estimated Material Item Cost 1
Estimated Material Item Cost 2
Estimated Material Item Cost 3
Est Material Item EPA Number 1
Est Material Item EPA Number 2
Est Material Item EPA Number 3
Est Material Item EPA Number 1
Est Material Item EPA Number 2
Est Material Item EPA Number 3
Est Material Item Quantity 2
Lead Source Name Token
Opportunity End Date Token
Opp Estimator Notes Tokens
Opp Ops Mgr Contact First Name
Opp Ops Mgr Contact Full Name
Opp Prop Description 1 Token
Primary Contact Email Token
Primary Contact Off Add Line 1
Primary Contact Off Add Line 2
Primary Off St Province Code
Primary Off St Province Name
Primary Contact Off Zip Code
Primary Takeoff Value
Property Budget Token
Property Ops Mgr First Name
Property Ops Mgr Full Name
Property Tag List Token
Sales Rep Contact Full Name
Scheduled Start Date
Service Item Description Token
Sequence Number Token
WT Crew Leader Full Name
WT Crew Leader Mobile Phone
WT Status Name
- Character Count: 50
- Token Name: Opportunity Name
- Token:[Opportunity_Name]
- Where in Aspire is this information being pulled from?: Opportunity Name field on the Opportunity details screen.
- Character Count: 15
- Token Name: Opportunity OPS Manager Contact First Name
- Token:[Opportunity_OPS_Manager_Contact_First _Name ]
- Where in Aspire is this information being pulled from?: Ops Manager Contact First Name listed on the Opportunity details screen.
- Character Count: 30
- Token Name: Opportunity OPS Manager Contact Full Name
- Token:[Opportunity_OPS_Manager_Contact_Full _Name ]
- Where in Aspire is this information being pulled from?: Ops Manager Contact First and Last Name listed on the Opportunity details screen.
- Character Count: 25
- Token Name: Property Name
- Token:[Property_ Name]
- Where in Aspire is this information being pulled from?: Property Name field on the Property details screen.
- Character Count: 15
- Token Name: Property OPS Manager Contact First Name
- Token:[Property_ OPS_ Manager_ Contact_First_Name ]
- Where in Aspire is this information being pulled from?: Ops Manager first name listed on the Property details screen.
- Character Count: 30
- Token Name: Property OPS Manager Contact Full Name
- Token:[Property_OPS Manager_ Contact_Full_ Name ]
- Where in Aspire is this information being pulled from?: Property Ops Manager Contact First and Last Name listed on the Property details screen.
- Character Count: 15
- Token Name: Route Crew Leader Contact First Name
- Token:[Route_ Crew_Leader_Contact_First_Name]
- Where in Aspire is this information being pulled from?: Crew Leader First name field on the Contact details screen
- Character Count:15
- Token Name: Route Crew Leader Contact Last Name
- Token:[Route_ Crew_Leader_Contact_Last_Name]
- Where in Aspire is this information being pulled from?: Crew Leader Last Name field on the Contact details screen
- Character Count: 6
- Token Name: Scheduled Start Date
- Token:[Scheduled_ Start_Date]
- Where in Aspire is this information being pulled from?: Scheduled Date field on the Work Ticket details screen
- Character Count: 25
- Token Name: Work Ticket Crew Leader Contact Mobile Phone
- Token:[Work_Ticket_Crew_Leader_Contact_Mobile_Number]
- Where in Aspire is this information being pulled from? Mobile Number of Crew Leader listed on Contact details screen
- Character Count: 30
- Token Name: Work Ticket Crew Leader Contact Full Name
- Token:[Work_Ticket_Crew_Leader_Contact_Full_Name]
- Where in Aspire is this information being pulled from? First and Last Name of Crew Leader listed on Contact details screen
- Token Name: Account Owner Contact Email
- Token: [Account_Owner_Contact_Email]
- Where in Aspire is this information being pulled from? Email address of account owner listed in the Contact Details section of the Property details screen
- Character Count: 25
- Token Name: Active
- Token:[Active]
- Where in Aspire is this information being pulled from? Active toggle on the top of the details screen
- Message Template Section: Subject, Header, Footer
- Token Name: Billing City
- Token:[Billing_City]
- Where in Aspire is this information being pulled from? City selected under the City field on the Contact details screen associated with the Billing Contact.
- Character Count: 15
- Token Name: Billing Contact Company Name
- Token:[Billing_Contact_Company_Name]
- Where in Aspire is this information being pulled from? Company name selected under the Company Name field on the Contact details screen associated with the Billing Contact.
- Token Name: Billing Contact Full Name
- Token:[Billing_Contact_Full_Name]
- Where in Aspire is this information being pulled from? First and Last name on the Contact details screen associated with the Billing Contact.
- Token Name: Billing State Province Code
- Token:[Billing_State_Province_Code]
- Where in Aspire is this information being pulled from? Province code associated with the state listed on the Contact details screen associated with the Billing Contact
- Token Name: Branch Address 1
- Token:[Branch_Address_1]
- Where in Aspire is this information being pulled from? Primary Address Line 1 on the Branch details screen
- Token Name: Branch Address 2
- Token:[Branch_Address_2]
- Where in Aspire is this information being pulled from? Primary Address Line 2 on the Branch details screen
- Token Name: Branch City
- Token:[Branch_City]
- Where in Aspire is this information being pulled from? City listed on the Branch details screen
- Token Name: Branch Legal Name
- Token: [Branch_Legal_Name]
- Where in Aspire is this information being pulled from? Legal Name listed on Branch details screen
- Message Template Section: Message Body
- Token Name: Competitor Name
- Token:[Competitor Name]
- Where in Aspire is this information being pulled from?: Collection Notes listed on the Property Advanced Search list screen
- Message Template Section: Subject, Header, Footer
- Token Name: Created Date
- Token: [Created_Date]
- Where in Aspire is this information being pulled from? Property Created date listed on the Property details screen
- Message Template Section: Subject, Header, Footer
- Token Name: Material Item Cost 1
- Token:[Material_Item_Cost_1]
- Where in Aspire is this information being pulled from? The Total cost of the first material Item listed on the Estimate screen of the Opportunity
- Message Template Section: Message Body
- Token Name: Material Item Cost 2
- Token:[Material_Item_Cost_2]
- Where in Aspire is this information being pulled from? The Total cost of the second material Item listed on the Estimate screen of the Opportunity
- Message Template Section: Message Body
- Token Name: Material Item Cost 3
- Token:[Material_Item_Cost_3]
- Where in Aspire is this information being pulled from? The Total cost of the third material Item listed on the Estimate screen of the Opportunity
- Message Template Section: Message Body
- Token Name: Estimated Material Item EPA Number 1
- Token:[Material_Item_EPA_Number_1]
- Where in Aspire is this information being pulled from? EPA Number on the Estimate screen of the Opportunity
- Message Template Section: Message Body
- Token Name: Estimated Material Item EPA Number 2
- Token:[Material_Item_EPA_Number_2]
- Where in Aspire is this information being pulled from? EPA Number on the Estimate screen of the Opportunity
- Message Template Section: Message Body
- Token Name: Estimated Material Item EPA Number 3
- Token:[Material_Item_EPA_Number_3]
- Where in Aspire is this information being pulled from? EPA Number on the Estimate screen of the Opportunity
- Message Template Section: Message Body
- Token Name: Estimated Material Item Quantity 2
- Token: [Material_Item_Quantity_2]
- Where in Aspire is this information being pulled from? Quantity of the second material on the Estimate screen of the Opportunity
- Message Template Section: Message Body
- Token Name: Lead Source Name
- Token: [Lead_Source_Name]
- Where in Aspire is this information being pulled from? Lead Source listed on the Property details screen
- Token Name: Opportunity End Date
- Token: [Opportunity_End_Date]
- Where in Aspire is this information being pulled from? End date listed on the Opportunity details screen
- Message Template Section: Message Body
- Token Name: Opportunity Estimator Notes
- Token: [Opportunity_Estimator_Notes]
- Where in Aspire is this information being pulled from? Estimator Notes on the Opportunity details screen
- Message Template Section: Message Body
- Token Name: Opportunity Proposal Description 1
- Token: [Opportunity_Proposal_Description_1]
- Where in Aspire is this information being pulled from? Proposal Description 1 on the Opportunity details screen
- Message Template Section: Message Body
- Token Name: Primary Contact Email
- Token: [Primary_Contact_Email]
- Where in Aspire is this information being pulled from? Email of Primary Contact listed in the Contacts section of the Property detail screen
- Message Template Section: Subject, Header, Footer
- Token Name: Primary Contact Office Address Line 1
- Token: [Primary_Contact_Office_Address_Line_1]
- Where in Aspire is this information being pulled from? Address Line 1 of Primary Contact listed in the Contacts section of the Property detail screen
- Message Template Section: Subject, Header, Footer
- Token Name: Primary Contact Office Address Line 2
- Token: [Primary_Contact_Office_Address_Line_2]
- Where in Aspire is this information being pulled from? Address Line 2 of Primary Contact listed in the Contacts section of the Property detail screen
- Message Template Section: Subject, Header, Footer
- Token Name: Primary Contact Office State Province Code
- Token: [Primary_Contact_Office_State_Province_Code]
- Where in Aspire is this information being pulled from? State Province Code of Primary Contact listed in the Contacts section of the Property detail screen
- Message Template Section: Subject, Header, Footer
- Token Name: Primary Contact Office State Province Name
- Token: [Primary_Contact_Office_State_Province_Name]
- Where in Aspire is this information being pulled from? State Province code of Primary Contact listed in the Contacts section of the Property detail screen
- Message Template Section: Subject, Header, Footer
- Token Name: Primary Contact Office Zip Code
- Token: [Primary_Contact_Office_Zip_Code]
- Where in Aspire is this information being pulled from? Zip Code of Primary Contact associated to the Company Name in the Contacts section of the Property detail screen
- Message Template Section: Subject, Header, Footer
- Token Name: Primary Takeoff Value
- Token: [Primary_Takeoff_Value]
- Where in Aspire is this information being pulled from? Primary Takeoff Value of Primary Contact listed in the Contacts section of the Property detail screen
- Message Template Section: Subject, Header, Footer
- Token Name: Property Budget
- Token: [Property_Budget]
- Where in Aspire is this information being pulled from? Annual Budget on the Property details screen
- Message Template Section: Subject, Header, Footer
- Token Name: Property Tag List
- Token: [Property_Tag_List]
- Where in Aspire is this information being pulled from? Tags list on the Property details screen
- Message Template Section: Subject, Header, Footer
- Token Name: Sales Rep Contact Full Name
- Token: [Sales_Rep_Contact_Full_Name]
- Where in Aspire is this information being pulled from? First and Last name of Sales Rep in the Contact details section of the Opportunity detail screen
- Message Template Section: Body
- Token Name: Service Item Description
- Token: [Service_Item_Description]
- Where in Aspire is this information being pulled from? Description from Estimate of Service Catalog Item
- Message Template Section: Body
- Token Name: Sequence Number
- Token: [Sequence_Number]
- Where in Aspire is this information being pulled from? Sequence Number listed on the Property details screen
- Message Template Section: Subject, Header, Footer
- Token Name: Work Ticket Status Name
- Token: [Work_Ticket_Status_Name]
- Where in Aspire is this information being pulled from? Status of Work Ticket
- Message Template Section: Body