In PlanManager, you can create communication templates yourself via 'Maintenance' - ' 'Comm templates'.
This can be useful for quickly sending a standard text to customers.
Dear [Title] [Client],
Your vehicle [Make] [Model] [Licenseplate] is repaired.
Best regards,
[User]
[Location]
Becomes
Dear mr. Janssens,
Your vehicle BMW 320 1AES624 is repaired.
Best regares,
Matthias Van Woensel
Insypro - Planmanager
Own fields
If you want to use your own fields in your communication template, you can do this by adding the value CF.
For example: suppose you have added your own 'External Refnr' field. Then you can use this by using the [CFExtern refnr] tag.
If your own field is not on the file screen but on the owner's popup, use the prefix CO (O of Owner) Example: [COExtern refnr]. If your own field is not on the file screen but on the insurer's popup, use the prefix CI (I of Insurer). Example: [CIExtern refnr]
List
A full list of all possible variable fields can be found below.
Globaal
Tagname | Description |
[Company] |
Name Company |
[CompanyAddress] |
Adress Company |
[CompanyBank1Bic] |
BIC/Swift code v. bank (1) |
[CompanyBank2Bic] |
BIC/Swift code v. bank (2) |
[CompanyBank1Iban] |
IBAN accountnr. Company (1) |
[CompanyBank2Iban] |
IBAN accountnr. Company (2) |
[CompanyFax] |
Fax Company |
[CompanyMail] |
Email Company |
[CompanyNr] |
VAT-number Company (Ondernemingsnr) |
[CompanyPhone] |
Phonenumber Bedrijf |
[CompanyRPR] |
Registrationoffice Company |
[CompanyShort] |
Shortened Companyname |
[CompanyTown] |
Town Company |
[CompanyType] |
Type Company (BVBA/NV) |
[CompanyWebsite] |
Website Company |
[CompanyZipcode] |
Zipcode Company |
[Now] |
Date of print |
[NowBin] |
Date of print in BIN format |
[NowTime] |
Time of print |
[Signature] |
Digitale signature |
[User] |
Current User |
[UserPhone] |
Phone User |
[UserMail] |
Email adress User |
|
|
[Year] |
Year of print |
File
Tagname | Description |
[AlbatrosRef] |
Albatrosreference |
[Alignment] |
Alignment (Yes/No) |
[Blocknr] |
Blocknumber |
[CourtesyCar] |
Courtesycar (Yes/No) |
[Damage] |
Damage description |
[DamageSL] |
Damage description single line (limit 92 caracters) |
[DamageWW] |
Damage desription with wordwrap |
[DirectPayment] |
Direct payment (Yes/No) |
[Estimation] |
Active Estimation (Visible on screen) |
[File] |
File number |
[Informexnr] |
Informexnumber |
[Informexinfo] |
Info from Informex |
[Ordernr] |
File number (Alias) |
[RepairDesc] |
Repair description |
[RepairDescWW] |
Repair description with wordwrap |
[Status] |
Status description |
[TaskComments] |
All notes of tasks merged |
[Ubenchnr] |
Ubenchreference |
[VatBookNr] |
Number from VAT-book |
File (Date & Time)
Tagname | Description |
[AppointmentDate] |
Appointment Date |
[AppointmentTime] |
Appointment Time |
[AppointmentQuoteDate] |
Date for quote appointment |
[AppointmentQuoteTime] |
Time for quote appointment |
[CreationDate] |
Creation Date file |
[DamageDate] |
Damage Date |
[Date] |
Damage Date (Alias) |
[Finished] |
Date Repair Finish |
[FinishedTime] |
Time Repair Finish |
[PickupDate] |
Date pickup/deliverd |
[PickupTime] |
Time pickup/deliverd |
[PredictedEnd] |
Predicted end |
[PredictedEndTime] |
Tijd van voorziene einddatum |
[Ready] |
Datum klaar |
[ReadyTime] |
Tijd van datum klaar |
[SignoffDate] |
Afmeldingsdatum |
[Started] |
Date Started |
[StartedTime] |
Time Started |
[VehicleIn] |
Date Vehicle in |
[VehicleInTime] |
Time Vehicle in |
[WorkTime] |
Sum duration of tasks |
[RepairPlannedStart] |
Planned start based on the planning |
[RepairPlannedEnd] |
Planned end based on the planning |
File (Financial)
Tagname | Description |
[ProductTotal] |
Total cost parts (active estimation) |
[ProductTotalInvoice] |
Total cost parts (invoice estimation) |
[RentalCost] |
Total cost first courtesyCar |
[ServiceTotal] |
Total cost tasks (active estimation) |
[ServiceTotalInvoice] |
Total cost tasks (invoice estimation) |
[TotalEx] |
Total Exclusive (estimation) |
[TotalIn] |
Total Inclusive (estimation) |
[TotalVat] |
Total VAT (estimation) |
[VatPercent] |
VAT percentage |
Tasks (In block -> [:Services] ... [/:Services])
Tagname | Description |
[Category] |
task type |
[Comment] |
Comment |
[Cost] |
Total cost (from estimation) |
[HourlyRate] |
Rate per hour (from estimation) |
[Time] |
Time in minutes |
[TimeAE] |
Time in labourhours |
[Type] |
Tasktype (description) |
Parts (In blok -> [:Products] ... [/:Products])
Tagname | Description |
[Category] |
Category partstype |
[Comment] |
Comment |
[Name] |
Name (description) |
[Number] |
Number |
[Quantity] |
Quantity |
[Price] |
Unitprice (from estimation) |
[Replace] |
Replacing (Yes/No) |
[Total] |
Total price (from estimation) |
[Type] |
Partstype (description) |
Activities (In block -> [:Activities] ... [/:Activities])
Tagname | Description |
[Breaktime] |
Breaktime in seconds |
[Day] |
Day of performance |
[Duration] |
Duration in seconds |
[Employee] |
Name executive employee |
[End] |
Date + hour finishing |
[EndTime] |
End Time |
[Rate] |
Salery Rate executive emplyee |
[Start] |
Date + hour start |
[StartTime] |
hour start |
[Tasktype] |
Tasktype (description) |
Vehicle
Tagname | Description |
[Alarm] |
Alarm (Yes/No) |
[AlarmCode] |
Alarmcode |
[Body] |
Vehicletype (selectionfield popup details vehicle) |
[CC] |
CC |
[Colour] |
Colour |
[ColourCode] |
Colourcode |
[Doors] |
Number of doors |
[FirstRegistration] |
Date first registration |
[Fuel] |
Fuel |
[KW] |
KiloWatt |
[Licenseplate] |
Licenseplate |
[Make] |
Make |
[Mileage] |
Mileage damage |
[Mileage2] |
Mileage repair |
[Model] |
Model |
[ModelYear] |
Year of construction |
[PaintType] |
Painttype |
[RadioCode] |
Radiocode |
[Remarks] |
Remarks |
[SecondRegistration] |
Date second registration |
[Trim] |
Trim (colour interior) |
[Type] |
Vehicletype (free field left colomn filescreen) |
[Vin] |
Vin |
[Vinnr] |
Vin (alias) |
[Vatdeductability] |
VAT deductability |
Third Parties
Tagname | Description |
[Agent] |
Name agent |
[AgentFile] |
Filenumber agent |
[Confirmator] |
Name user who set repairorder |
[Creator] |
Name user who created the file |
[DamageClaim] |
Filenumber damageclaim |
[Excess] |
Excess |
[Expert] |
Name expert 1 |
[ExpertFile] |
Filenumber expert |
[ExpertInformexNr] |
Informexnumber expert |
[Expert2] |
Name expert 2 |
[Expert2File] |
Filenumber expert 2 |
[Expert3] |
Name expert 3 |
[Expert3File] |
Filenumber expert 3 |
[InsuranceNr] |
Insurancenumber |
[Insurer] |
Name Insurer |
[Repairer] |
Name Repairer |
[Towage] |
Towage (Yes/No) |
CourtesyCar
Tagname | Description |
[Class] |
Vehicle class |
[Days] |
Number of days |
[Damage_Start] |
Damage courtesyCar at start |
[Damage_End] |
Damage courtesyCar at arrival |
[End_Date] |
End date rental |
[End_Hour] |
End hour rental |
[Excess] |
Excess insurance |
[FreeKM] |
Mileage without extra costs |
[Mileage_Start] |
Mileage at start |
[Mileage_End] |
Mileage at arrival |
[Planned_Start] |
Planned startdate rental (date and hour) |
[Planned_Start_Date] |
Planned startdate rental (date) |
[Planned_Start_Hour] |
Planned startdate rental (hour) |
[Planned_End] |
Planned enddate rental (date and hour) |
[Planned_End_Date] |
Planned enddate rental (date) |
[Planned_End_Hour] |
Planned enddate rental (hour) |
[Rent] |
Rental price per day |
[Rental] |
Internal id (not suitable for publication)
|
[R_Automatic] |
Automatic (Yes/No) |
[R_CarCost] |
Rentalcost vehicletype |
[R_Colour] |
Color CourtesyCar |
[R_Damage] |
Damage CourtesyCar |
[R_DriveFrom] |
Date in use CourtesyCar |
[R_Emission] |
Emission CourtesyCar |
[R_Free] |
Free (Yes/No) |
[R_Fuel] |
Fuel CourtesyCar |
[R_FuelCapacity] |
Fuelcapacity CourtesyCar |
[R_Insurance] |
Insurance CourtesyCar (ba/omnium) |
[R_Licenseplate] |
Licenseplate CourtesyCar |
[R_Location] |
Location rental |
[R_Emission] |
CO2 emission |
[R_Make] |
Make CourtesyCar |
[R_Model] |
Model CourtesyCar |
[R_Number] |
Number CourtesyCar |
[R_Reason] |
Reason rental |
[R_Reference] |
Reference rental |
[R_Ref_Licenseplate] |
Licenseplate of the replacement car |
[R_Remarks] |
Remarks entered per rental!=damage |
[R_Service] |
Service rental |
[R_Total] |
Total rental cost |
[R_Type] |
Type CourtesyCar |
[R_Vinnr] |
Vinnumber CourtesyCar |
[Signature_Start] |
Signature start reparation |
[Signatute_End] |
Signature end reparation |
[Start_Date] |
Startdate rental |
[Start_Hour] |
Hour start rental |
[Fuel_Level_Start] |
Fuel level at start |
[Fuel_Level_End] |
Fuel level at end |
[Fuel_Difference] |
Fuel Difference (could be negative) |
[Fuel_Usage] |
Fuel Usage difference (only positive) |
Subcontracting job
Tagname | Description |
[ThirdPartyDelivery] |
Expected delevery |
[ThirdPartyDescr] |
Third party description |
[ThirdPartyEnd] |
End date |
[ThirdPartyEstCost] |
Estimated cost |
[ThirdPartyInvCost] |
Invoiced cost |
[ThirdPartyReinvAmt] |
Re-invoice amount |
[ThirdPartyRemarks] |
Remarks |
[ThirdPartyStart] |
Start date |
Location
Tagname | Description |
[Location] |
Name location |
[LocationAddress] |
Adress |
[LocationBankBic] |
BIC/Swift code bank |
[LocationBankIban] |
Iban accountnr. from location |
[LocationColor] |
Colorcode (adjustable in maintenance) |
[LocationContact] |
Contactperson |
[LocationCountry] |
Country |
[LocationFax] |
Fax |
[LocationNumber] |
VAT-number |
[LocationMail] |
Email-adress |
[LocationPhone] |
Phone |
[LocationRepairer] |
Name repairer |
[LocationRPR] |
RPR |
[LocationTown] |
Town |
[LocationType] |
Companytype |
[LocationWebsite] |
Website |
[LocationZipcode] |
Zipcode |
Customer / Owner
Tagname | Description |
[Client] |
Name customer/owner |
[ClientAddress] |
Adress |
[ClientAddress2] |
Adress 2 |
[ClientCountry] |
Country |
[_ClientCountry] |
Country in English |
[ClientEligibleNr] |
Eligible number |
[ClientExists] |
CSS-rule customer (normal/none) |
[ClientFax] |
Fax |
[ClientMail] |
Email-adress |
[ClientMobile] |
Mobile number |
[ClientMobileOrPhone] |
Mobile number when filled in, otherwise phonenr |
[ClientNumber] |
VAT-number |
[ClientPhone] |
Phone |
[ClientRef] |
Customer reference |
[ClientTitle] |
Title (= Type, conversion from config) |
[ClientTown] |
Town |
[ClientType] |
Type (Business, Sir...) |
[ClientZipcode] |
Zipcode |
[ClientLicense] |
Driverlicense |
[ClientVat] |
VAT percentage |
[ClientBusinessType] |
Business type |
[ClientComment] |
Comment field |
[ClientBankIban] |
Iban code |
[ClientBankBic] |
Bic code |
[ClientExtRef] |
Informex reference |
[ClientContact] |
Contact |
[ClientInvoiceterm] |
Payment Term |
[ClientIdentitycardBirthday] |
Birthdate IDcard |
[ClientIdentitycardExpiry] |
Expiredate IDcard |
[ClientIdentitycardStart] |
Date IDcard valid from |
[ClientIdentitycardBirthPlace] |
Birthplace IDcard |
[ClientIdentitycardIssuance] |
Place of issue |
[ClientIdentitycardNumber] |
IDcard number |
Driver
Tagname | Description |
[Driver] |
Name driver |
[DriverAddress] |
Adress |
[DriverAddress2] |
Adress 2 |
[DriverBankBic] |
Bic code |
[DriverBankIban] |
Iban code |
[DriverComment] |
Comment field |
[DriverCountry] |
Country |
[DriverExists] |
CSS-rule driver (normal/none) |
[DriverFax] |
Fax |
[DriverIdentitycardBirthday] |
Birthdate on IDcard |
[DriverIdentitycardExpiry] |
Expiredate IDcard |
[DriverIdentitycardStart] |
IDcard valid from |
[DriverIdentitycardBirthPlace] |
Birthplace IDcard |
[DriverIdentitycardIssuance] |
Place of issue |
[DriverIdentitycardNumber] |
IDcard number |
[DriverLicense] |
Number driverlicense |
[DriverMail] |
Email-adress |
[DriverMobile] |
Mobile number |
[DriverPhone] |
Phone |
[DriverMobileOrPhone] |
Mobile number when filled in otherwise phonenumber |
[DriverRef] |
Driverreference |
[DriverTown] |
Town |
[DriverType] |
Type (Business, Sir, ...) |
[DriverVat] |
VAT percentage |
[DriverZipcode] |
Zipcode |
Insured party
Tagname | Description |
[InsuredParty] |
Name insured party |
[InsuredPartyAddress] |
Adress |
[InsuresPartyAddress2] |
Adress 2 |
[InsuredPartyBankBic] |
Bic code |
[InsuredPartyBankIban] |
Iban code |
[InsuredPartyComment] |
Comment field |
[InsuredPartyCountry] |
Country |
[InsuredPartyExists] |
CSS- rule Insured party (normal/none) |
[InsuredPartyFax] |
Fax |
[InsuredPartyLicense] |
Number driverlicense |
[InsuredPartyMail] |
Email-adress |
[InsuredPartyMobile] |
Mobile number |
[InsuredPartyMobileOrPhone] |
Mobilenr when filled in otherwise phonenumber |
[InsuredPartyNumber] |
VAT-number |
[InsuredPartyPhone] |
Phone |
[InsuredPartyRef] |
Insured party reference |
[InsuredPartyTown] |
Town |
[InsuredPartyType] |
Type (business, sir, ...) |
[InsuredPartyVat] |
VAT percentage |
[InsuredPartyZipcode] |
Zipcode |
Sent by
Tagname | Description |
[SentBy] |
Name party send by |
[SentByAddress] |
Adress |
[SentByAddress2] |
Adress 2 |
[SentByBankBic] |
Bic code |
[SentByBankIban] |
Iban code |
[SentByComment] |
Comment field |
[SentByCountry] |
Country |
[SentByExists] |
CSS- rule Insured party(normal/none) |
[SentByFax] |
Fax |
[SentByLicense] |
Number driverlicense |
[SentByMail] |
Email-adress |
[SentByMobile] |
Mobilenumber |
[SentByNumber] |
VAT-number |
[SentByPhone] |
Phone |
[SentByRef] |
Sent by reference |
[SentByTown] |
Town |
[SentByType] |
Type (Business, sir, ...) |
[SentByVat] |
VAT percentage |
[SentByZipcode] |
Zipcode |
Expert (1)
Tagname | Description |
[Expert] |
Name expert 1 |
[ExpertAddress] |
Adress |
[ExpertCountry] |
Country |
[ExpertExists] |
CSS-rule Expert (normal/none) |
[ExpertFax] |
Fax |
[ExpertMail] |
Email-adress |
[ExpertMobile] |
Mobilenumber |
[ExpertPhone] |
Phone |
[ExpertRef] |
Reference |
[ExpertTown] |
Town |
[ExpertZipcode] |
Zipcode
|
Expert (2)
Tagname | Description |
[Expert2] |
Name expert 2 |
[Expert2Address] |
Adress |
[Expert2Country] |
Country |
[Expert2Exists] |
CSS-rule Expert (normal/none) |
[Expert2Fax] |
Fax |
[Expert2Mail] |
Email-adress |
[Expert2Mobile] |
Mobilenumber |
[Expert2Phone] |
Phone |
[Expert2Ref] |
Reference |
[Expert2Town] |
Town |
[Expert2Zipcode] |
Zipcode |
Insurer
Tagname | Description |
[Insurer] |
Name insurer |
[InsurerAddress] |
Adress |
[InsurerAddress2] |
Adress 2 |
[InsurerBankBic] |
Bic code |
[InsuredBankIban] |
Iban code |
[InsurerCountry] |
Country |
[InsurerExists] |
CSS-rule insurer (normal/none) |
[InsurerFax] |
Fax |
[InsurerInformex] |
Informexnumber |
[InsurerMail] |
Email-adress |
[InsurerMobile] |
Mobilenumber |
[InsurerPhone] |
Phone |
[InsurerRef] |
Reference |
[InsurerTown] |
Town |
[InsurerUbenchRef] |
Ubench reference |
[InsurerZipcode] |
Zipcode |
Repairer
Tagname | Description |
[ Repairer] |
Naam repairer |
[RepairerAddress] |
Adress |
[RepairerCountry] |
Country |
[RepairerExists] |
CSS-rule repairer (normal/none) |
[RepairerFax] |
Fax |
[RepairerMail] |
Email-adress |
[RepairerMobile] |
Mobilenumber |
[RepairerPhone] |
Phone |
[RepairerRef] |
Reference |
[RepairerTown] |
Town |
[RepairerZipcode] |
Zipcode |
Supplier
Tagname | Description |
[Supplier] |
Name supplier |
[SupplierAddress] |
Adress |
[SupplierCountry] |
Country |
[SupplierExists] |
CSS-rule supplier (normal/none) |
[SupplierFax] |
Fax |
[SupplierMail] |
Email-adress |
[SupplierMobile] |
Mobilenumber |
[SupplierPhone] |
Phone |
[SupplierRef] |
Reference |
[SupplierTown] |
Town |
[SupplierZipcode] |
Zipcode |
[SupplierContact] |
Contactfield supplier |
Agent
Tagname | Description |
[Agent] |
Name Agent |
[AgentAddress] |
Adress |
[AgentCountry] |
Country |
[AgentExists] |
CSS-rule Agent (normal/none) |
[AgentFax] |
Fax |
[AgentMail] |
Email-adress |
[AgentMobile] |
Mobilenumber |
[AgentPhone] |
Phone |
[AgentRef] |
Reference |
[AgentTown] |
Town |
[AgentZipcode] |
Zipcode |
Damage
Tagname | Description |
[DamageList] |
Positional list (argument for img-script) |
Damages (In blok -> [:Damages] ... [/:Damages])
Tagname | Description |
[Number] |
Number (reference on damagemap) |
[Comment] |
Comment |
[Instruction] |
Instruction |
[Type] |
Type |
[Zone] |
Zone (description part & position) |
Damages (2) (In blok -> [:Damagelines] ... [/:Damagelines])
Tagname | Description |
[Name] |
Description (part: description with number) |
[Nr] |
Number (reference on damagemap, repeating) |
[Quantity] |
Quantity (task: by hours, parts: in number) |
[Price] |
Unitprice |
[SType] |
Type (Task/Part) |
[Total] |
Total cost |
Order
Tagname | Description |
[Order] |
Number |
[OrderDate] |
Date |
[OrderRemark] |
Remark |
[PreferredSupplyDate] |
Supply Date |
Orderlines(In blok -> [:Orderlines] ... [/:Orderlines])
Tagname | Description |
[Backorder] |
Quantity in backorder |
[CheckRec] |
CSS-tag Received ('checked=checked'/'') |
[Descr] |
Description |
[Number] |
Productnumber |
[Order] |
Order reference (repeating) |
[Quantity] |
Quantity |
[Received] |
Quantity received |
[Returned] |
Quantity returned |
[Position] |
A sequential numbering on line level. Easy way to communicate with your supplier. |
[Status] |
Status of the line |
[Comment] |
Comment of the line |
Orderlines 2 (In blok -> [:GroupedOrderLines])
Tagname | Description |
[Backorder] |
Quantity in backorder |
[CheckRec] |
CSS-tag Received ('checked=checked'/'') |
[Descr] |
Description group |
[Order] |
Ordernumber (repeating) |
[Quantity] |
Quantity |
[Received] |
Quantity received |
[Returned] |
Quantity returned |
Invoicing
Tagname | Description |
[Comment] |
Comment |
[InvoiceType] |
Invoicetype |
[InvoiceNr] |
Invoicenumber |
[InvoiceDate] |
Invoicedate |
[InvoiceCreator] |
User who create the invoice |
[InvoiceEnddate] |
Vervaldatum factuur |
[InvoicePaydate] |
Date invoice payable |
[JournalCode] |
Journalcode |
[JournalCreator] |
User who saved the invoice in the journal |
[JournalName] |
Journal name |
[Reference] |
Long reference (from config tabel) |
[ShortReference] |
Short reference (from config tabel) |
[TotalEx] |
Total exclusive |
[TotalIn] |
Total inclusive |
[TotalPayable] |
Variable with the value of the outstanding amount of the invoice |
[TotalVat] |
Total VAT |
[VatDeduct] |
VAT after deduction excess |
[VatPercent] |
Percentage VAT |
Invoicelines (In blok -> [:Invoicelines] ... [/:Invoicelines])
Tagname | Description |
[Description] |
Description |
[Discount] |
Discountpercentage |
[Quantity] |
Quantity |
[Total] |
Total exclusive |
[TotNoDisc] |
Total exclusive without discount |
[UnitPrice] |
Unitprice |
[Vat] |
VAT- percentage |
Invoicelines 2 (In blok -> [:GroupedInvoiceLines])
Tagname | Description |
[Description] |
Description group |
[Discount] |
Discountpercentage |
[Quantity] |
Quantity |
[Total] |
Total exclusive |
[TotNoDisc] |
Total exclusive without discount |
[UnitPrice] |
Unitprice |
[Vat] |
VAT-percentage |