There are many different email templates each with their own purpose and their own data fields available. Below are the default email templates:
The below data fields available are grouped into sections:
Customer fields
*CUST_TITLE*
*CUST_FIRST*
*CUST_LAST*
*CUST_COMPANY*
*CUST_STREET*
*CUST_SUBURB*
*CUST_STATE*
*CUST_POSTCODE*
*CUST_TELEPHONE_1*
*CUST_TELEPHONE_2*
*CUST_TELEPHONE_3*
*CUST_TELEPHONE_4*
*CUST_EMAIL*
User fields
*EMAIL_SIGNATURE*
*USER_FIRST*
*USER_LAST*
*USER_TELEPHONE_1*
*USER_TELEPHONE_2*
*USER_TELEPHONE_3*
*USER_TELEPHONE_4*
*USER_EMAIL*
*USER_POSITION*
Company fields
*COMPANY*
*TELEPHONE*
*FAX*
*MOBILE*
*ACN_ABN*
*STREET*
*SUBURB*
*STATE*
*POSTCODE*
*BANK_NAME*
*BANK_BSB*
*BANK_ACCOUNT_NUMBER*
*DATE*
*TIME*
Job fields
*JOB_ID*
*ORDER_DATE*
*ORDER_NUMBER*
*ORDERED_BY*
*QUOTE_NUMBER*
*TECH_NOTES*
*TECH_NOTE*
Parts fields
*PARTS_STOCK_CODE_LIST*
*PARTS_PRICE_LIST*
*PARTS_TOTAL_PRICE_LIST*
*PARTS_QUANTITY_LIST*
*PARTS_DESCRIPTION_LIST*
*PARTS_NAME_LIST*
*PARTS_TOTAL_PRICE*
Onsite Equipment fields
*OE_Category*
*OE_Equipment*
*OE_Building*
*OE_Location*
*OE_Type*
*OE_Serial_Number*
*OE_Contract_Number*
*OE_List*
Customer Login
*CUST_USERNAME*
*CUST_PASSWORD*
*DOMAIN*
Invoice
*INVOICE_DATE*
*INVOICE_DUE_DATE*
*INVOICE_ID*
*INVOICE_NUMBER*
*INVOICE_TOTAL*
*INVOICE_PAID*
*INVOICE_BALANCE*
*OIP_LINK* - Online Invoice Payment Link
Invoice Email Subject fields
*INVOICE_NUMBER*
Quote
*QUOTE_ID*
*QUOTE_DATE*
*QUOTE_NUMBER*
*OQA_LINK* - Online Quote Approval Link
Quote Email Subject fields
*QUOTE_NUMBER*
Job Complete
*DATE* - Print Date
*TIME* - Print Time
*CUST_TITLE*
*CUST_FIRST*
*CUST_LAST*
*CUST_COMPANY*
*CUST_STREET*
*CUST_SUBURB*
*CUST_STATE*
*CUST_POSTCODE*
*CUST_ID*
*CUST_CODE*
*CUST_PHONE*
*SITE_BUILDING_NAME*
*SITE_STREET*
*SITE_SUBURB*
*SITE_STATE*
*SITE_POSTCODE*
*VISIT_SERVICES* - Service name on one line with break line
*VISIT_QUANTITY_SERVICES* - Quantity, Service name on one line with break line
*VISIT_ID*
*JOB_ID*
*JOB_TYPE*
*ACTUAL_START*
*ACTUAL_END*
*ACTUAL_START_24*
*ACTUAL_END_24*
*JOB_INSTRUCTIONS*
*VISIT_STATUS*
*SALES_REP*
*SALES_REP_POSITION*
*CREATED_BY*
*CREATED_BY_POSITION*
*CUST_CODE*
*CUST_CREDIT_TERM*
*TECHNICIAN*
*INDUSTRY_LICENCE*
*TECH_CODE*
*SERVICE_DATES*
*SERVICE_DATE*
*VISIT_TIME*
*VISIT_DATE*
*ARRIVAL_TIME*
Job Incomplete
*DATE* - Print Date
*TIME* - Print Time
*SITE_STREET*- Job Site Address
*SITE_SUBURB*
*SITE_STATE*
*SITE_POSTCODE*
*VISIT_SERVICES* - Service name on one line with break line
*VISIT_QUANTITY_SERVICES* - Quantity, Service name on one line with break line
*UNCOMPLETED_REASONS*
*VISIT_ID*
*JOB_ID*
*JOB_TYPE*
*ACTUAL_START*
*ACTUAL_END*
*ACTUAL_START_24*
*ACTUAL_END_24*
*JOB_INSTRUCTIONS*
*VISIT_STATUS*
*SALES_REP*
*SALES_REP_POSITION*
*CREATED_BY*
*CREATED_BY_POSITION*
*CUST_CODE*
*CUST_CREDIT_TERM*
*TECHNICIAN*
*INDUSTRY_LICENCE*
*TECH_CODE*
*SERVICE_DATES*
*SERVICE_DATE*
*VISIT_TIME*
*VISIT_DATE*
*ARRIVAL_TIME*
Unknown Quote Report
*ID*
*QUOTE_NUMBER*
*QUOTE_DATE*
*QUOTE_AMOUNT*
*CUSTOMER*
Customer Email Job Confirmation
*CUST_TITLE*
*CUST_FIRST*
*CUST_LAST*
*CUST_COMPANY*
*CUST_STREET*
*CUST_SUBURB*
*CUST_STATE*
*CUST_POSTCODE*
*CUST_CODE*
*CUST_PHONE*
The above contact can be either the Billing contact, Main contact or the Site contract, depending who the email it sent to which is a system settings.
*SITE_CONTACT*
*SITE_CONTACT_PHONE1*
*SITE_CONTACT_PHONE2*
*SITE_CONTACT_PHONE3*
*SITE_BUILDING_NAME*
*SITE_STREET* Job Site Address
*SITE_SUBURB*
*SITE_STATE*
*SITE_POSTCODE*
*VISIT_SERVICES* Service name on one line with break line
*VISIT_ID*
*JOB_ID*
*JOB_TYPE*
*ACTUAL_START*
*ACTUAL_END*
*ACTUAL_START_24*
*ACTUAL_END_24*
*JOB_INSTRUCTIONS*
*VISIT_STATUS*
*SALES_REP*
*SALES_REP_POSITION*
*CREATED_BY*
*CREATED_BY_POSITION*
*CUST_CODE*
*CUST_CREDIT_TERM*
*TECHNICIAN*
*TECH_CODE*
*INDUSTRY_LICENCE*
*SERVICE_DATES*
*SERVICE_DATE*
*VISIT_TIME*
*VISIT_DATE*
*VISIT_SUB*
*VISIT_GST*
*VISIT_PRICE*
Credit Card Payment
*INVOICE_NUMBER*
*INVOICE_ID*
*PAYMENT_AMOUNT*
Online Quote Approval – Office Email fields
*QUOTE_NUMBER*
*QUOTE_ID*
*DOMAIN*
Updated: 6 September 2021