Open punchlist items to the responsible party email template

Default template

Default template: PunchlistResponsible.html
Upload feature category: Punchlist Open Items

Bookmark formatting

All bookmarks and fields within a table must be enclosed with squiggly brackets {} as shown in the example below.

  • Bookmark Name: ProjectNumber
  • Bookmark in HTML Template: {ProjectNumber}

Bookmarks - General project information

  • ProjectNumber
  • ProjectTitle
  • ProjectDescription
  • ProjectAddress1
  • ProjectAddress2
  • ProjectCity
  • ProjectState
  • ProjectZipCode
  • ProjectCountry
  • ProjectPhone
  • ProjectFax

Bookmarks - Project bid date, plan room info, estimated dates, and stakeholders

  • ProjectOwnerBidDate
  • ProjectOwnerBidTime
  • ProjectPlanRoomInfo
  • ProjectStartDate
  • ProjectFinishDate
  • ProjectSalesPerson
  • ProjectSalesPersonMobilePhone
  • ProjectSalesPersonEmailAddress
  • ProjectSalesPersonTitle
  • ProjectBidContact
  • ProjectBidContactMobilePhone
  • ProjectBidContactEmailAddress
  • ProjectBidContactTitle
  • ProjectManager
  • ProjectManagerMobilePhone
  • ProjectManagerEmailAddress
  • ProjectManagerTitle

Bookmarks - Punchlist from company/contact (user sending the email)

  • FromPrefix
  • FromFirstName
  • FromMiddleName
  • FromLastName
  • FromSuffix
  • FromContact
  • FromTitle
  • FromMobilePhone
  • FromEmail
  • FromCompanyCode
  • FromCompany
  • FromAddress1
  • FromAddress2
  • FromCity
  • FromState
  • FromZipCode
  • FromCountry
  • FromPhone
  • FromPhone2
  • FromFax
  • FromWebsite
  • FromGovTaxID

Bookmarks - Punchlist to company/contact (contractor responsible for items)

  • ToPrefix
  • ToFirstName
  • ToMiddleName
  • ToLastName
  • ToSuffix
  • ToContact
  • ToTitle
  • ToMobilePhone
  • ToEmail
  • ToCompanyCode
  • ToCompany
  • ToAddress1
  • ToAddress2
  • ToCity
  • ToState
  • ToZipCode
  • ToCountry
  • ToPhone
  • ToPhone2
  • ToFax
  • ToWebsite
  • ToGovTaxID

Table - Open punchlist items

Table Start Tag: {ItemTable}

  • InspectDate
  • PunchlistItem
  • Location
  • Description
  • DueDate