Scheduled date on the public page
Now you can show customers when their order or estimate is scheduled to be completed – right on the public page.
Previously, customers could see the order's creation date, but not always when to expect the work to be done. This is especially useful if you handle a high volume of orders and customers often ask when their order will be ready.
How it works
There's a new option in the public page settings – Show the "Scheduled for" order field value. It's available separately for the order and estimate public pages.
When enabled, and the order or estimate has a Scheduled for value, customers will see the scheduled date and time in the Details section of the public page – right after the creation date. For work scheduled within a single day, that's one line – "Scheduled for"; for work spanning several days, two lines appear instead – "Scheduled from" and "Scheduled to".
The option is disabled by default, including for existing accounts. If the Scheduled for field is empty or the option is disabled, nothing extra shows up on the page – no field label, no empty value.
New client variables in notification and print templates
New client variables are available in notification and print templates – {Client Middle Name}, {Client Birthday}, and {Client Age}. This lets you add more personal details to automated communication and documents, for example birthday greetings or age-relevant information.
What the new variables mean and where to find them
{Client Middle Name} – the client's middle name. Available only for companies with the Middle Name setting enabled.
{Client Birthday} – the client's date of birth, in the company's date format.
{Client Age} – the client's age in full years. Calculated automatically at the time the notification is sent or the document is generated.
The new variables are available in template settings:
for notifications (SMS and Email) – Settings → External notifications / Internal notifications → Variables → Client;
for documents – Settings → Print templates → Variables → Client.
If a client doesn't have a value for a field, the variable simply won't show – there won't be an empty value or field name left in its place.
If you have any questions or feedback about these updates, please contact us via the Support chat.