The below are the template fields for use in ServiceM8's template system.
For fields correctly formatted and ready to paste into your document, you download this document template below and open it in MS Word.
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Global Invoice/Quote/Work Order Template Fields
| Field Name | Description |
| job.date | Job Creation Date |
| job.contact_first | Customer's Job Contact First Name |
| job.contact_last | Customers Job Contact Last Name |
| job.phone_1 | Customer's Job Contact Phone |
| job.mobile | Customer's Job Contact Mobile |
| job.email | Customer's Job Contact Email Address |
| job.job_address | Customer's Job Address |
| job.job_address_singleline | Customer's Job Address (On a single line) |
| job.billing_address | Customer's Billing Address |
| job.instantpost_billing_address | Customer's Billing Address in Postal Format addressed to the Billing Contact. Details default to Job Contact and Job Address if Billing Contact and Billing Address are not available. |
| job.status | Current Status of Job (Quote / Work Order / Completed / Unsuccessful) |
| job.quote_date | Date job was marked as a Quote |
| job.work_order_date | Date job was marked as a Work Order |
| job.description | Job Description |
| job.work_done_description | Job Work Completed Details |
| job.generated_job_id | Job Number |
| job.completion_date | Date job was marked completed |
| job.completion_actioned_by | Staff Member's name who marked job completed |
| job.unsuccessful_date | Date job was marked unsuccessful |
| job.billing_contact_first | Customer's Billing Contact Last Name |
| job.billing_contact_last | Customer's Billing Contact First Name |
| job.phone_2 | Customer's Billing Contact Phone |
| job.billing_mobile | Customer's Billing Contact Mobile |
| job.billing_email | Customer's Billing Email Address |
| job.purchase_order_number | Job Purchase Order Number |
| vendor.name | Your Company Name |
| vendor.email | Your Company Email Address |
| vendor.website | Your Website address |
| calculation.todays_date_extended | Today's Date Extended Format |
| calculation.todays_date | Today's Date |
| calculation.current_user_fullname | Staff Members name who produced the invoice |
| job.total_price | Total price |
| job.subtotal_price | Subtotal price |
| job.materials_subtotal_price | Total materials |
| job.labour_subtotal_price | Total labour |
| job.total_tax_price | Tax total price (GST / VAT / etc) |
| job.amount_paid | Amount Paid by Customer (Available after job completion & Invoicing) |
| job.balance_due | Total price less any amounts paid |
| job.payment_date | Date payment for this job was processed |
| job.payment_actioned_by | Staff Member's name who processed payment |
| job.payment_method | Payment Method (Available after job completion & Invoicing) |
| job.invoice_due_date | Date 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_today | Date 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. |
| location.name | Name given to your current location (Eg. Head Office) |
| location.line1 | Your Office Address (Line 1) |
| location.line2 | Your Office Location (Line 2) |
| location.line3 | Your Office Location (Line 3) |
| location.city | Your Office Location (City) |
| location.post_code | Your Office Location (Postal Code / Zip Code) |
| location.country | Your Office Location (Country) |
| location.fax | Your fax number |
| location.phone_1 | Your phone number |
| location.state | Your Office Location (State) |
| location.mobile | Your mobile number |
| location.lng | GPS Longitude of your Office |
| location.lat | GPS Latitude of your Office |
| job.site_name | Name of site, otherwise customer's name appears if isn't a job site |
| job.company_name | Customer's Company Name (Clients name for individuals and Head office name for sites.) |
| job.booked_by_name | Staff Members name who booked the job |
| calculation.current_user_fullname | Current User's Full Name |
| calculation.current_user_first | Current User's First Name |
| calculation.current_user_last | Current User's Last Name |
| calculation.current_user_mobile | Current User's Mobile Number |
| calculation.current_user_email | Current User's Email Address |
| calculation.current_user_customfield_licence_number | Current User's Licence Number |
| job.category | Job Category |
| job.last_checkin_staff_name | Last Checkin Details - Staff Members Full Name |
| job.last_checkin_start_date | Last Checkin Details - Start date/time |
| job.last_checkin_end_date | Last Checkin Details - Completion date/time |
| job.last_checkin_duration | Last Checkin Details - Checkin Duration |
| job.total_checkin_duration | Total Checkin time for job |
| company.bpay_customer_ref | Customer BPAY Reference Number *Requires BPAY Addon activated |
Per Item Invoice/Quote Template Fields
|
Field |
Description |
| jobMaterial.item_number | Material/Service Code |
| jobMaterial.name | Material/Service Name |
| jobMaterial.description | Material/Service Description |
| jobMaterial.quantity | Quantity |
| jobMaterial.tax_rate | Item Tax Type |
| jobMaterial.cost | Per Item Cost |
| jobMaterial.price | Per Item Price |
| jobMaterial.price_ex_tax | Per Item Price - Excluding Taxes |
| jobMaterial.total_price_ex_tax | Total Price for this item (Quantity x Per Item Price} - Excluding Taxes |
| jobMaterial.total_price | Total Price for this item (Quantity x Per Item Price} - Including Taxes |
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