The below are the template fields for use in ServiceM8's template system.
For fields correctly formatted and ready to paste into your document download this word template.
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) |
| {job.invoice_due_date_from_today} | Date invoice is due (Invoice terms from Invoiced Date) |
| {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 |