Below is a list of 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.
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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 |