Available fields for invoice and quote templates

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 Name Description job.date Job Creation Date job.contact_first Customer’s Job Contact First Name job.contact_last Customer’s 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 (Defaults 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 First Name job.billing_contact_last Customer’s Billing Contact Last 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.property_manager_first Property Manager Contact First Name job.property_manager_last Property Manager Contact Last Name job.property_manager_email Property Manager Contact Email Address job.property_manager_phone Property Manager Contact Phone Number job.property_manager_mobile Property Manager Contact Mobile Number 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 Member’s 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.deposit_description Percentage of the total that is being used as the deposit requirement job.deposit_amount Dollar amount due as the deposit 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 and 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. job.invoice_date The 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_extended The 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.name Name given to your current location (for example, 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.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 (Client’s name for individuals and Head Office name for sites) job.booked_by_name Staff Member’s 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 Check-in Details - Staff Member’s Full Name job.last_checkin_start_date Last Check-in Details - Start date/time job.last_checkin_end_date Last Check-in Details - Completion date/time job.last_checkin_duration Last Check-in Details - Check-in Duration job.total_checkin_duration Total Check-in time for job **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