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Job Template Tags


What they are

These are text 'tags' you put in your template that the system replaces with data when it creates your document. Insert these tags into your template Word or PDF document.

How they work

All the tags except those marked as 'Job Items' and 'Job Sections' will generally appear just once in your document. You can have them multiple times if you wish, but they will repeat the same data (i.e. a client's name).

'Job Items' and 'Job Sections' need to be inside a Word table in order expand correctly with the different line items in your Job. To understand more on how the system manages these templates see here.

Samples

You can view and edit samples from here.

Tags List


Job Information

Tag Description
{BusinessName} Your business name.
{BusinessLogo} Replaces tag with the image of your business.
{BusinessAddress1} Address line 1 from your business address.
{BusinessAddress2} Address line 2 from your business address.
{BusinessAddress3} Address line 3 from your business address.
{BusinessTown} Town from your business address.
{BusinessCounty} County from your business address.
{BusinessPostcode} Postcode from your business address.
{BusinessCountry} Country from your business address.
{BusinessTelephone} Telephone number from your business contact information.
{BusinessMobile} Mobile number from your business contact information.
{BusinessEmail} Email from your business contact information.
{BusinessWebsite} Website URL from your business contact information.
{BusinessFax} Fax number from your business contact information.
{BusinessVAT} VAT number from your business details
{BusinessRegistrationNumber} Registration number from your business details
{ClientContactName} Name from job client contact
{ClientContactPosition} Position of the client contact
{ClientContactTitle} Title of the job client contact
{ClientContactFirstName} First name of the job client contact
{ClientContactLastName} Last name of the job client contact
{ClientContactTelephone} Telephone number from job client contact.
{ClientContactMobile} Mobile number from job client contact.
{ClientContactEmail} Email from job client contact.
{InvoiceName} Name from job invoice address
{InvoiceAddress1} Address line 1 from job invoice address.
{InvoiceAddress2} Address line 2 from job invoice address
{InvoiceAddress3} Address line 3 from job invoice address
{InvoiceTown} Town from job invoice address
{InvoiceCounty} County from job invoice address
{InvoicePostcode} Postcode from job invoice address
{InvoiceCountry} Country from job invoice address
{InvoiceTelephone} Telephone number from job invoice address.
{InvoiceMobile} Mobile number from job invoice address.
{InvoiceEmail} Email from job invoice address.
{DeliveryName} Name from job delivery address
{DeliveryAddress1} Address line 1 from job delivery address.
{DeliveryAddress2} Address line 2 from job delivery address
{DeliveryAddress3} Address line 3 from job delivery address
{DeliveryTown} Town from job delivery address
{DeliveryCounty} County from job delivery address
{DeliveryPostcode} Postcode from job delivery address
{DeliveryCountry} Country from job delivery address
{DeliveryTelephone} Telephone number from job delivery address.
{DeliveryMobile} Mobile number from job delivery address.
{DeliveryEmail} Email from job delivery address.
{DateDelivery} Delivery Date
{JobNumber} The number, including version, assigned to the job.
{ClientName} Name of the client job is assigned to.
{ClientReference} The client reference entered into the job details.
{ClientAccountReference} The account reference of client assigned.
{PoNumber} The purchase order (PO) number entered into the job details.
{Description} The description entered into the job details.
{ContactName} The name of the user assigned to the job.
{ContactTelephone} The telephone number of the user assigned to the job.
{ContactEmail} The email address of the user assigned to the job.
{Notes} The client notes entered into the job details.
{DateCreated} The creation date of the job. e.g. 01/01/2018
{DateCreatedLong} The creation date of the job. e.g. 1 January 2018
{DateStart} The start date of the job. e.g. 01/01/2018
{DateStartLong} The start date of the job. e.g. 1 January 2018
{DateDelivery} The delivery date of the job. e.g. 01/01/2018
{DateDeliveryLong} The delivery date of the job. e.g. 1 January 2018
{Labour} The total labour of the job.
{LabourHours} The total number of labour hours of the job.
{LabourTime} The total number of labour hours of the job in time format. Example: 2.5 hours becomes "2:30"
{LabourTimeLong} The total number of labour hours of the job in long time format. Example: 2.5 hours becomes "2 hours 30 mins"
{Net} The net total of the job items.
{VAT} The total VAT of the job items.
{Total} The total price of the job items.
{ReviewLink} Website link to review page.
{AssociatedQuotation} The quotation number of the associated quotation.

Signed Agreement

Tag Description
{AgreementName} The full name the client who sign the agreement.
{AgreementTitle} The title of the client who sign the agreement.
{AgreementFirstName} The first name of the client who sign the agreement.
{AgreementLastName} The last name of the client who sign the agreement.
{AgreementDateSigned} The date the agreement was signed. e.g. 01/01/2018
{AgreementDateSignedLong} The date the agreement was signed. e.g. 1 January 2018
{AgreementDateTime} The time the agreement was signed.
{AgreementDeviceInformation} The device information where the agreement was signed.
{AgreementIpAddress} The IP address where the agreement was signed.
{AgreementCity} The city location where the agreement was signed.
{AgreementCountry} The country location where the agreement was signed.
{AgreementLatitude} The latitude location where the agreement was signed.
{AgreementLongitude} The longitude location where the agreement was signed.

Job Sections

Tag Description
{SectionName} The name of the section.
{SectionImage} Replaces tag with the image added to a section. Use the tags {SectionImage1}, {SectionImage2}, etc for multiple images.
{SectionNotes} The notes of the section.
{SectionLabour} The total labour of the job section.
{SectionLabourHours} The total number of labour hours of the job section.
{SectionLabourTime} The total number of labour hours of the job section in time format. Example: 2.5 hours becomes "2:30"
{SectionLabourTimeLong} The total number of labour hours of the job section in long time format. Example: 2.5 hours becomes "2 hours 30 mins"
{SectionNet} The total net price of the job section.
{SectionVAT} The total VAT of the job section.
{SectionTotal} The total price of the job section.
{SectionIncludedInTotal} The displays the text "Included in Total" depending on whether to Include the Section in the job price
{SectionIncludedInTotalYesNo} The displays the text "Yes" or "No" depending on whether to Include the Section in the job price

Job Items

Tag Description
{ItemImage} Replaces tag with the image of the job item. Use the tags {ItemImage1}, {ItemImage2}, etc for multiple images.
{ItemCode} The product code of the job item.
{ItemDescription} The description of the job item.
{ItemCategory} The category text taken from product, on the Products page, that shares the same Product Code.
{ItemVendorCode} The vendor code text taken from product, on the Products page, that shares the same Product Code.
{ItemManufacturer} The manufacturer text taken from product, on the Products page, that shares the same Product Code.
{ItemUnit} The unit text of the job item.
{ItemQty} The quantity of the quotation item. Kit Items appear with an 'X' by default.
{ItemQtyDash} The quantity of the quotation item. Kit Items appear with a dash '-' instead of an 'X'.
{ItemQtyNone} The quantity of the quotation item. Kit Items appear with no additional elements.
{ItemVAT} The VAT percentage of the job item.
{ItemLabourName} The labour name of the job item.
{ItemLabourRate} The labour rate of the job item.
{ItemLabourHours} The total number of labour hours of the job item.
{ItemLabourTime} The total number of labour hours of the job item in time format. Example: 2.5 hours becomes "2:30"
{ItemLabourTimeLong} The total number of labour hours of the job item in long time format. Example: 2.5 hours becomes "2 hours 30 mins"
{ItemPrice} The price of the job item.
{ItemTotal} The net total price of the quotation item.
{ItemGross} The total price (Net + VAT) of the quotation item.

Job Item Product Details

Tag Description
{ItemDetailedDescription} The detailed dwscription text taken from product, on the Products page, that shares the same Product Code.