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ServiceM8 invoice and quote templates use fields, which are dynamic references to information contained within ServiceM8. The list below contains all available fields that can be used with ServiceM8’s template system. (To learn more about modifying fields within templates, read this article.) For fields correctly formatted and ready to paste into your document, download the following file and open it in Microsoft Word. Available fields for templates - Sept 2024.docx

Global invoice/quote template fields

Field nameDescription
job.dateJob Creation Date
job.contact_firstCustomer’s Job Contact First Name
job.contact_lastCustomer’s Job Contact Last Name
job.phone_1Customer’s Job Contact Phone
job.mobileCustomer’s Job Contact Mobile
job.emailCustomer’s Job Contact Email Address
job.job_addressCustomer’s Job Address
job.job_address_singlelineCustomer’s Job Address (on a single line)
job.billing_addressCustomer’s Billing Address
job.instantpost_billing_addressCustomer’s Billing Address in Postal Format addressed to the Billing Contact (Defaults to Job Contact and Job Address if Billing Contact and Billing Address are not available)
job.statusCurrent Status of Job (Quote / Work Order / Completed / Unsuccessful)
job.quote_dateDate job was marked as a Quote
job.work_order_dateDate job was marked as a Work Order
job.descriptionJob Description
job.work_done_descriptionJob Work Completed Details
job.generated_job_idJob Number
job.completion_dateDate job was marked completed
job.completion_actioned_byStaff Member’s name who marked job completed
job.unsuccessful_dateDate job was marked unsuccessful
job.billing_contact_firstCustomer’s Billing Contact First Name
job.billing_contact_lastCustomer’s Billing Contact Last Name
job.phone_2Customer’s Billing Contact Phone
job.billing_mobileCustomer’s Billing Contact Mobile
job.billing_emailCustomer’s Billing Email Address
job.property_manager_firstProperty Manager Contact First Name
job.property_manager_lastProperty Manager Contact Last Name
job.property_manager_emailProperty Manager Contact Email Address
job.property_manager_phoneProperty Manager Contact Phone Number
job.property_manager_mobileProperty Manager Contact Mobile Number
job.purchase_order_numberJob Purchase Order Number
vendor.nameYour Company Name
vendor.emailYour Company Email Address
vendor.websiteYour Website address
calculation.todays_date_extendedToday’s Date Extended Format
calculation.todays_dateToday’s Date
calculation.current_user_fullnameStaff Member’s name who produced the invoice
job.total_priceTotal price
job.subtotal_priceSubtotal price
job.materials_subtotal_priceTotal materials
job.labour_subtotal_priceTotal labour
job.total_tax_priceTax total price (GST / VAT / etc)
job.amount_paidAmount Paid by Customer (available after job completion & Invoicing)
job.deposit_descriptionPercentage of the total that is being used as the deposit requirement
job.deposit_amountDollar amount due as the deposit
job.balance_dueTotal price less any amounts paid
job.payment_dateDate payment for this job was processed
job.payment_actioned_byStaff Member’s name who processed payment
job.payment_methodPayment Method (available after job completion and invoicing)
job.invoice_due_dateDate invoice is due (Invoice terms from Job Completion Date). If a non-standard Payment Term is applied to the client, then its settings will be used instead.
job.invoice_due_date_from_todayDate invoice is due (Invoice terms from Invoiced Date). If a non-standard Payment Term is applied to the client, then its settings will be used instead.
job.invoice_dateThe date the job’s Status was updated to Completed, or the first date a PDF invoice was produced on the job (whichever date came first), in a short format i.e. DD/MM/YYYY.
job.invoice_date_extendedThe date the job’s Status was updated to Completed, or the first date a PDF invoice was produced on the job (whichever date came first), in a long format e.g. 1 January 2026.
location.nameName given to your current location (for example, Head Office)
location.line1Your Office Address (Line 1)
location.line2Your Office Location (Line 2)
location.line3Your Office Location (Line 3)
location.cityYour Office Location (City)
location.post_codeYour Office Location (Postal Code / Zip Code)
location.countryYour Office Location (Country)
location.phone_1Your Phone Number
location.stateYour Office Location (State)
location.mobileYour Mobile Number
location.lngGPS Longitude of your Office
location.latGPS Latitude of your Office
job.site_nameName of Site (otherwise customer’s name appears if isn’t a job site)
job.company_nameCustomer’s Company Name (Client’s name for individuals and Head Office name for sites)
job.booked_by_nameStaff Member’s name who booked the job
calculation.current_user_fullnameCurrent User’s Full Name
calculation.current_user_firstCurrent User’s First Name
calculation.current_user_lastCurrent User’s Last Name
calculation.current_user_mobileCurrent User’s Mobile Number
calculation.current_user_emailCurrent User’s Email Address
calculation.current_user_customfield_licence_numberCurrent User’s Licence Number
job.categoryJob Category
job.last_checkin_staff_nameLast Check-in Details - Staff Member’s Full Name
job.last_checkin_start_dateLast Check-in Details - Start date/time
job.last_checkin_end_dateLast Check-in Details - Completion date/time
job.last_checkin_durationLast Check-in Details - Check-in Duration
job.total_checkin_durationTotal Check-in time for job

Per item invoice/quote template fields

Field nameDescription
jobMaterial.item_numberMaterial/Service Code
jobMaterial.nameMaterial/Service Name
jobMaterial.descriptionMaterial/Service Description
jobMaterial.quantityQuantity
jobMaterial.tax_rateItem Tax Type
jobMaterial.costPer Item Cost
jobMaterial.pricePer Item Price
jobMaterial.price_ex_taxPer Item Price - Excluding Taxes
jobMaterial.total_price_ex_taxTotal Price for this item (Quantity x Per Item Price) - Excluding Taxes
jobMaterial.total_priceTotal Price for this item (Quantity x Per Item Price) - Including Taxes
Last modified on March 3, 2026