Client Name

{{master.name}}
{{master.identifier}}
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Name

Required

Identifier

Required Identifier must be unique

Address

{{master.address.street1}}
{{master.address.street2}}
{{master.address.city}}, {{master.address.state}}. {{master.address.zip}}
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Street

Required

Suite/Unit

City

Required

State

Required

Zipcode

Required

Primary Contact

{{master.contacts[0].name}}
{{master.contacts[0].phone}}
{{master.contacts[0].email}}
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Name

Phone

E-Mail

Secondary Contact

{{master.contacts[1].name}}
{{master.contacts[1].phone}}
{{master.contacts[1].email}}
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Name

Phone

E-Mail

Other

Workorder	Date	Status
There is no information to display.
Preventive Maintenance ({{pm}})	This Month	PM Due
{{workorder.reason}} Techs: {{ workorder.techs \| techs }} {{workorder.remarks}}	{{workorder.scheduling.start \| date}}	{{workorder.status}}

	JAN	FEB	MAR	APR	MAY	JUN	JUL	AUG	SEP	OCT	NOV	DEC
{{frequency}}

Device ID	Device	Make	Model	Serial No.	Purchase Date	Warranty Expiration	PM Test	Location
There is no information to display.
{{tag.data.clientDeviceId}} - (Tag:{{tag._id}})	{{tag.data.device}}	{{tag.data.make}}	{{tag.data.model}}	{{tag.data.serialNumber}}	{{tag.data.purchaseDate}}	{{tag.data.deviceWarrantyExpiration}}	{{tag.data.test}}	{{tag.data.roomNumber}}

Internal Notes

{{master.notes.internal}}
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Notes

Tech Notes

{{master.notes.tech}}
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Notes

Notice:

Changes to the notes for a client does not automatically update every workorder that currently exists for the client. Only new workorders will contain the changed / updated notes. If you need to update the notes for a specific workorder you should go to the work order and re-save the workorder. This will push the updated notes to the techs calendar.