There are many different word templates each with their own purpose and their own data fields available. The word templates are listed below:
Invoice
*TEMPLATE_URL* URL of template folder path.
*ROW_SERVICES* Change mode to list each item in a row.
*COMPANY*
*TELEPHONE*
*FAX*
*MOBILE*
*ACN_ABN*
*STREET*
*SUBURB*
*STATE*
*POSTCODE*
*PAYMENT_DUE* Number of days that the invoice is due.
*BANK_NAME*
*BANK_BSB*
*BANK_ACCOUNT_NUMBER*
*COMPANY_HEADER*
*CUST_TITLE* All contact details from Billing Contact.
*CUST_FIRST*
*CUST_LAST*
*CUST_COMPANY*
*CUST_CODE*
*CUST_STREET* Billing Address
*CUST_SUBURB*
*CUST_STATE*
*CUST_POSTCODE*
*CUST_TELEPHONE_1* Office Phone
*CUST_TELEPHONE_2* Direct Phone
*CUST_TELEPHONE_3* Fax
*CUST_TELEPHONE_4* Mobile
*CUST_EMAIL*
*CUST_INDUSTRY*
*CUST_ABN*
Site Property Details
*SITE_COMPANY*
*SITE_FIRSTNAME*
*SITE_LASTNAME*
*SITE_BUILDING_NAME*
*SITE_BUILDING_NAME_BR*
*SITE_STREET*
*SITE_SUBURB*
*SITE_STATE*
*SITE_POSTCODE*
*SITE_CARE_OF*
*SITE_CARE_OF_SIGN* C/-
*SITE_STRATA_NUMBER*
*SITE_CONTRACT_NUMBER*
*SITE_TELEPHONE1*
*SITE_TELEPHONE2*
*SITE_TELEPHONE3*
*SITE_TELEPHONE4*
*SITE_ALERT*
*SITE_NOTES*
*FIRST_VISIT_DATE*
*SERVICES* Service/Item name.
*SERVICE_NAME*
*SERVICE_CODES*
*SERVICE_DATES*
*SERVICE_PRICES*
*SERVICE_UNIT_PRICE*
*SERVICE_PRICE*
*SERVICE_QUANTITY*
*SERVICES_BY_COMMA* Service/Item name listed by commas.
*SERVICE_DESCRIPTION* Service name and Description.
*DESCRIPTION* Service description.
*GST_AMOUNT* GST on item.
*AMOUNT* Item amount excluding GST.
*AMOUNT_AND_GST* Item amount including GST.
*SERVICE_HOURS*
*SERVICE_WARRANTY*
*SERVICE_RENEWAL*
*INVOICE_NUMBER*
*INVOICE_DATE* Format example: 20 Oct 17
*INVOICE_DATE_1* Format example: 20/10/2017
*INVOICE_DUE_DATE* Invoice date plus a number of days.
*CC_SURCHARGE* Credit card surcharge
*TOTAL_GST* Amount of GST.
*TOTAL_AMOUNT* Amount excluding GST.
*PAYABLE* Total amount including GST.
*PAID* Total amount paid.
*BALANCE* Payable about minus paid amount.
*BEFORE_DISCOUNT*
*DISCOUNT*
*INVOICED_DESCRIPTION*
*INVOICE_BATCH_ID*
*VISIT_ID*
*TECHNICIAN* Technician who did the visit.
*JOB_ID*
*CREDIT_TERM*
*LABOUR*
*SERVICE_CHARGE*
*PARTS*
*PARTS_STOCK_CODE_LIST*
*PARTS_PRICE_LIST*
*PARTS_TOTAL_PRICE_LIST*
*PARTS_QUANTITY_LIST*
*PARTS_DESCRIPTION_LIST*
*PARTS_NAME_LIST*
*PARTS_TOTAL_PRICE*
*VISIT_TECH_NAME_LIST*
*VISIT_TECH_CODE_LIST*
*VISIT_DATE_LIST*
*VISIT_DATES_COMMA* List all visit dates with a comma
*VISIT_TOTAL_PRICE*
*VISIT_ALLOCATED_TIME_HOURS*
*VISIT_ALLOCATED_TIME_MINUTES*
*ORDER_DATE*
*ORDER_NUMBER*
*ORDERED_BY*
*QUOTE_NUMBER*
*OE_CATEGORY*
*OE_EQUIPMENT*
*OE_BUILDING*
*OE_LOCATION*
*OE_TYPE*
*OE_SERIAL_NUMBER*
*OE_CONTRACT_NUMBER*
*OE_List* Cobination Building, Location, Category, Equipment and Serial Number.
Customer Statement
*TEMPLATE_URL* URL of template folder path.
*COMPANY*
*TELEPHONE*
*FAX*
*MOBILE*
*ACN_ABN*
*STREET*
*SUBURB*
*STATE*
*POSTCODE*
*BANK_NAME*
*BANK_BSB*
*BANK_ACCOUNT_NUMBER*
*CUST_TITLE*
*CUST_FIRST*
*CUST_LAST*
*CUST_COMPANY*
*CUST_STREET* Billing Address
*CUST_SUBURB*
*CUST_STATE*
*CUST_POSTCODE*
*CUST_INDUSTRY*
*CUST_CODE*
*DATE* Print Date
*INVOICE_DATE*
*INVOICE_NUMBER*
*INVOICE_AMOUNT*
*INVOICE_PAID*
*INVOICE_BALANCE*
*TOTAL_BALANCE*
*ORDER_NUMBER*
Service Renewal Letter
*TEMPLATE_URL* URL of template folder path.
*COMPANY*
*TELEPHONE*
*FAX*
*MOBILE*
*ACN_ABN*
*STREET*
*SUBURB*
*STATE*
*POSTCODE*
*DATE* Print Date
*CUST_TITLE*
*CUST_FIRST*
*CUST_LAST*
*CUST_COMPANY*
*CUST_STREET* Billing Address
*CUST_SUBURB*
*CUST_STATE*
*CUST_POSTCODE*
*CUST_CODE* Customer Code
*CUST_PHONE*
*CUST_INDUSTRY*
Site Property Details
*SITE_COMPANY*
*SITE_FIRSTNAME*
*SITE_LASTNAME*
*SITE_BUILDING_NAME*
*SITE_BUILDING_NAME_BR*
*SITE_STREET*
*SITE_SUBURB*
*SITE_STATE*
*SITE_POSTCODE*
*SITE_CARE_OF*
*SITE_CARE_OF_SIGN* C/-
*SITE_STRATA_NUMBER*
*SITE_CONTRACT_NUMBER*
*SITE_TELEPHONE1*
*SITE_TELEPHONE2*
*SITE_TELEPHONE3*
*SITE_TELEPHONE4*
*SITE_ALERT*
*SITE_NOTES*
*SERVICE*
*NEXT_VISIT_DATE*
*LAST_VISIT_DATE*
*QUOTED_PRICE*
*VISIT_SERVICES* Service name on one line with
*VISIT_QUOTED_PRICE* Service price on one line with
*VISIT_SERVICES_AND* Service name with “and” at the end
*VISIT_SERVICES_PRICE_AND* Service name & Price with “and” at the end
Purchase Order
*TEMPLATE_URL* URL of template folder path.
*DATE* Print Date
* ORDER_DATE* Order Date
*ORDER_DUE_DATE*
*ORDER_NUMBER* Same as the visit number
*ORDER_BY*
*JOB_ORDER_NUMBER* Order number from the job.
*COMPANY*
*TELEPHONE*
*FAX*
*MOBILE*
*ACN_ABN*
*STREET*
*SUBURB*
*STATE*
*POSTCODE*
*PAYMENT_DUE* Number of days that the invoice is due.
*BANK_NAME*
*BANK_BSB*
*BANK_ACCOUNT_NUMBER*
*COMPANY_HEADER*
*SUPP_TITLE*
*SUPP_FIRST*
*SUPP_LAST*
*SUPP_COMPANY*
*SUPP_ABN*
*SUPP_STREET*
*SUPP_SUBURB*
*SUPP_STATE*
*SUPP_POSTCODE*
*PARTS_STOCK_CODE_LIST*
*PARTS_PRICE_LIST*
*PARTS_TOTAL_PRICE_LIST*
*PARTS_QUANTITY_LIST*
*PARTS_ DESCRIPTION_LIST*
*TOTAL_SUB*
*TOTAL_GST*
*TOTAL_PRICE*
Quote
*COMPANY*
*TELEPHONE*
*FAX*
*MOBILE*
*ACN_ABN*
*STREET*
*SUBURB*
*STATE*
*POSTCODE*
*BANK_NAME*
*BANK_BSB*
*BANK_ACCOUNT_NUMBER*
*COMPANY_HEADER*
*CUST_TITLE*
*CUST_FIRST*
*CUST_LAST*
*CUST_COMPANY*
*CUST_STREET* Billing Address
*CUST_SUBURB*
*CUST_STATE*
*CUST_POSTCODE*
*CUST_CODE* Customer Code
*CUST_TELEPHONE_1*
*CUST_TELEPHONE_2*
*CUST_TELEPHONE_3*
*CUST_TELEPHONE_4*
*CUST_EMAIL*
*CUST_INDUSTRY*
*CREDIT_TERM*
*QUOTE_TYPE*
*REQUESTED_BY*
*CREATED_BY*
*CREATED_BY_POSITION*
*SALES_REP*
*SALES_REP_TELEPHONE_1*
*SALES_REP_TELEPHONE_2*
*SALES_REP_TELEPHONE_3*
*SALES_REP_TELEPHONE_4*
*SALES_REP_POSITION*
*QUOTE_NUMBER*
*ORDER_NUMBER*
*QUOTE_DATE*
*QUOTE_DATE_30*
*QUOTE_NOTE*
*QUOTE_NOTE_NEW* Note only from new techs
Site Property Details
*SITE_COMPANY*
*SITE_FIRSTNAME*
*SITE_LASTNAME*
*SITE_BUILDING_NAME*
*SITE_BUILDING_NAME_BR*
*SITE_STREET*
*SITE_SUBURB*
*SITE_STATE*
*SITE_POSTCODE*
*SITE_CARE_OF*
*SITE_CARE_OF_SIGN* C/-
*SITE_STRATA_NUMBER*
*SITE_CONTRACT_NUMBER*
*SITE_TELEPHONE1*
*SITE_TELEPHONE2*
*SITE_TELEPHONE3*
*SITE_TELEPHONE4*
*SITE_ALERT*
*SITE_NOTES*
*ROW_SERVICES*
*SERVICE_NAME*
*SERVICE_NAME_COMMA*
*SERVICE_NAME_DESCRIPTIONS*
*SERVICE_DESCRIPTIONS*
*SERVICE_HOURS*
*SERVICE_QUANTITY*, *SERVICE_QUANTITYS*, *SQ*
*SERVICE_UNIT_PRICE*
*AMOUNT* Excluding GST
*GST_AMOUNT* GST Amount
*SERVICE_PRICE*
*AMOUNT_AND_GST* Amount plus GST
*SERVICE_ACC_NAME* Accumulate Service List
*SERVICE_ACC_NAME_COMMA*
*SERVICE_ACC_CODES*
*SERVICE_ACC_NAME_DESCRIPTIONS*
*SERVICE_ACC_DESCRIPTIONS*
*SERVICE_ACC_HOURS*
*SERVICE_ACC_QUANTITYS*
*SERVICE_ACC_PRICES*
*SERVICE_ACC_PRICE*
*PARTS_STOCK_CODE_LIST*
*PARTS_PRICE_LIST*
*PARTS_TOTAL_PRICE_LIST*
*PARTS_QUANTITY_LIST*
*PARTS_DESCRIPTION_LIST*
*PARTS_NAME_LIST*
*PARTS_TOTAL_PRICE*
*SERVICE_CHARGE*
*LABOUR*
*PARTS*
*CC_SURCHARGE* Credit card surcharge
*TOTAL_AMOUNT*
*TOTAL_GST*
*QUOTED_PRICE*
Weekly Time Sheet
*EMPLOYEE_NAME*
*DATE_START*
*DATE_END*
*ADDRESS_ SUBURB* Site Address and Suburb
*ADDRESS* Site Address
*SUBURB* Site Suburb
*STATE* Site Sate
*JOBID* Job ID
*STATUS* Job Status
*JOBTYPE* Job Type
*JWEN* Job time
*JTHU*
*JFRI*
*JSAT*
*JSUN*
*JMON*
*JTUE*
*JTOTAL*
*ASSIGNMENT-NAME*
*ASSIGNMENT-ID*
*AWEN*
*ATHU*
*AFRI*
*ASAT*
*ASUN*
*AMON*
*ATUE*
*ATOTAL*
*NWEN* Normal time, 8 or less hours
*NTHU*
*NFRI*
*NSAT*
*NSUN*
*NMON*
*NTUE*
*NTOTAL*
*HWEN* Time and half which is more than 8 hours and less than 10 by default.
*HTHU*
*HFRI*
*HSAT*
*HSUN*
*HMON*
*HTUE*
*HTOTAL*
*DWEN* Double time which is more than 10 hours by default.
*DTHU*
*DFRI*
*DSAT*
*DSUN*
*DMON*
*DTUE*
*DTOTAL*
*TWEN* Total for wensday without travel time
*TTHU*
*TFRI*
*TSAT*
*TSUN*
*TMON*
*TTUE*
*TTOTAL*
*GWEN* Grand total for wensday with travel time
*GTHU*
*GFRI*
*GSAT*
*GSUN*
*GMON*
*GTUE*
*GTOTAL*
*VWEN* Travel time for wensday
*VTHU*
*VFRI*
*VSAT*
*VSUN*
*VMON*
*VTUE*
*VTOTAL*
Service Report
*DATE* Print date
*COMPANY*
*TELEPHONE*
*FAX*
*MOBILE*
*ACN_ABN*
*STREET*
*SUBURB*
*STATE*
*POSTCODE*
*PAYMENT_DUE* Number of days that the invoice is due.
*BANK_NAME*
*BANK_BSB*
*BANK_ACCOUNT_NUMBER*
*COMPANY_HEADER*
Billing contact details.
*CUST_ID*
*CUST_CODE*
*CUST_TITLE*
*CUST_FIRST*
*CUST_LAST*
*CUST_COMPANY*
*CUST_STREET* Billing Address
*CUST_SUBURB*
*CUST_STATE*
*CUST_POSTCODE*
*CUST_TELEPHONE_1* Phone
*CUST_TELEPHONE_2* Mobile
*CUST_TELEPHONE_3*
*CUST_TELEPHONE_4*
*CUST_INDUSTRY*
*CUST_SIGNATURE*
*CUST_SIGNATURE_NAME*
Site Property Details
*SITE_COMPANY*
*SITE_FIRSTNAME*
*SITE_LASTNAME*
*SITE_BUILDING_NAME*
*SITE_BUILDING_NAME_BR*
*SITE_STREET*
*SITE_SUBURB*
*SITE_STATE*
*SITE_POSTCODE*
*SITE_CARE_OF*
*SITE_CARE_OF_SIGN* C/-
*SITE_STRATA_NUMBER*
*SITE_CONTRACT_NUMBER*
*SITE_TELEPHONE1*
*SITE_TELEPHONE2*
*SITE_TELEPHONE3*
*SITE_TELEPHONE4*
*SITE_ALERT*
*SITE_NOTES*
*SERVICES* Service/Item name.
*ROW_SERVICES* Change mode to list each item in a row.
*SERVICE_NAME*
*SERVICE_CODES*
*SERVICE_WARRANTY*
*SERVICE_RENEWAL*
*SERVICE_DATE*
*SERVICE_PRICES*
*SERVICE_UNIT_PRICE*
*SERVICE_QUANTITY*
*SERVICES_BY_COMMA* Service/Item name listed by commas.
*SERVICE_DESCRIPTION* Service name and Description.
*DESCRIPTION* Service description.
*GST_AMOUNT* GST on item.
*AMOUNT* Item amount excluding GST.
*AMOUNT_AND_GST* Item amount including GST.
*SERVICE_REPORT_ID*
*SERVICE_REPORT_NAME*
*SERVICE_REPORT_DATE* 10 Feb 00
*SERVICE_REPORT_DATE_LONG* 10 February 2000
*VISIT_ID*
*TECHNICIAN* Technician who did the visit.
*INDUSTRY_LICENCE*
*JOB_ID*
*LABOUR*
*SERVICE_CHARGE*
*PARTS*
*AMOUNT_TOTAL*
*PARTS_STOCK_CODE_LIST*
*PARTS_PRICE_LIST*
*PARTS_TOTAL_PRICE_LIST*
*PARTS_QUANTITY_LIST*
*PARTS_DESCRIPTION_LIST*
*PARTS_NAME_LIST*
*PARTS_TOTAL_PRICE*
*ORDER_DATE*
*ORDER_NUMBER*
*ORDERED_BY*
*QUOTE_NUMBER*
*JOB_INSTRUCTIONS*
*TECH_NOTES*
*VISIT_STATUS*
*ACTUAL_START*
*ACTUAL_END*
*OE_CATEGORY*
*OE_EQUIPMENT*
*OE_BUILDING*
*OE_LOCATION*
*OE_TYPE*
*OE_SERIAL_NUMBER*
*OE_CONTRACT_NUMBER*
*OE_List* Cobination Building, Location, Category, Equipment and Serial Number.
*OE_ACTIVITY*
*LIST_JOB_SERVICES* List all dates, services and technicians in a job.
Arithmetic
*MULTIPLY_QUESTIONID_QUESTIONID_QUESTIONID_n2*
Multiply answers with other answers or numbers, number are indicated by an n at the start of the number else it’s a Question ID. All inputs must be whole numbers.
*ADD_QUESTIONID_QUESTIONID_n5*
Add answers with other answers or numbers, number are indicated by an n at the start of the number else it’s a Question ID. All inputs must be whole numbers.
*SUM_QUESTIONID*
Sub total for question.
Job Card
*DATE* Print date
*COMPANY*
*TELEPHONE*
*FAX*
*MOBILE*
*ACN_ABN*
*STREET*
*SUBURB*
*STATE*
*POSTCODE*
*PAYMENT_DUE* Number of days that the invoice is due.
*BANK_NAME*
*BANK_BSB*
*BANK_ACCOUNT_NUMBER*
*COMPANY_HEADER*
*CUST_TITLE* All contact details from Billing Contact.
*CUST_FIRST*
*CUST_LAST*
*CUST_COMPANY*
*CUST_STREET* Billing Address
*CUST_SUBURB*
*CUST_STATE*
*CUST_POSTCODE*
*CUST_TELEPHONE_1* Phone
*CUST_TELEPHONE_2* Mobile
*CUST_TELEPHONE_3*
*CUST_TELEPHONE_4*
*CUST_CREDIT_TERM*
*CUST_CODE*
*CUST_INDUSTRY*
Site Property Details
*SITE_COMPANY*
*SITE_FIRSTNAME*
*SITE_LASTNAME*
*SITE_BUILDING_NAME*
*SITE_BUILDING_NAME_BR*
*SITE_STREET*
*SITE_SUBURB*
*SITE_STATE*
*SITE_POSTCODE*
*SITE_CARE_OF*
*SITE_CARE_OF_SIGN* C/-
*SITE_STRATA_NUMBER*
*SITE_CONTRACT_NUMBER*
*SITE_TELEPHONE1*
*SITE_TELEPHONE2*
*SITE_TELEPHONE3*
*SITE_TELEPHONE4*
*SITE_ALERT*
*SITE_NOTES*
*SERVICES* Service/Item name.
*SERVICE_CODES*
*SERVICE_DATE*
*SERVICE_PRICES*
*SERVICE_QUANTITY*
*SERVICES_BY_COMMA* Service/Item name listed by commas.
*SERVICE_DESCRIPTION* Service name and Description.
*DESCRIPTION* Service description.
*GST_AMOUNT* GST on item.
*AMOUNT* Item amount excluding GST.
*AMOUNT_AND_GST* Item amount including GST.
*VISIT_ID*
*TECHNICIAN* Technician who did the visit.
*JOB_ID*
*JOB_TYPE*
*TECH_NOTES*
*LABOUR*
*SERVICE_CHARGE*
*PARTS*
*PARTS_STOCK_CODE_LIST*
*PARTS_PRICE_LIST*
*PARTS_TOTAL_PRICE_LIST*
*PARTS_QUANTITY_LIST*
*PARTS_DESCRIPTION_LIST*
*PARTS_NAME_LIST*
*PARTS_TOTAL_PRICE*
*PARTS_COST_PRICE_LIST*
*ORDER_DATE*
*ORDER_NUMBER*
*ORDERED_BY*
*QUOTE_NUMBER*
*JOB_INSTRUCTIONS*
*TECH_COMMENTS*
*ACTUAL_START*
*ACTUAL_END*
*OE_CATEGORY*
*OE_EQUIPMENT*
*OE_BUILDING*
*OE_LOCATION*
*OE_TYPE*
*OE_SERIAL_NUMBER*
*OE_CONTRACT_NUMBER*
*OE_List* Cobination Building, Location, Category, Equipment and Serial Number.
*COLLECTED_ID*
*COLLECTED_AMOUNT*
*COLLECTED_TYPE*
*COLLECTED_DATE*
Receipt
*COMPANY*
*TELEPHONE*
*FAX*
*MOBILE*
*ACN_ABN*
*STREET*
*SUBURB*
*STATE*
*POSTCODE*
*PAYMENT_DUE* Number of days that the invoice is due.
*BANK_NAME*
*BANK_BSB*
*BANK_ACCOUNT_NUMBER*
*CUST_TITLE* All contact details from Billing Contact.
*CUST_FIRST*
*CUST_LAST*
*CUST_COMPANY*
*CUST_CODE*
*CUST_STREET* Billing Address
*CUST_SUBURB*
*CUST_STATE*
*CUST_POSTCODE*
*CUST_TELEPHONE_1* Office Phone
*CUST_TELEPHONE_2* Direct Phone
*CUST_TELEPHONE_3* Fax
*CUST_TELEPHONE_4* Mobile
*CUST_EMAIL*
*CUST_INDUSTRY*
Site Property Details
*SITE_COMPANY*
*SITE_FIRSTNAME*
*SITE_LASTNAME*
*SITE_BUILDING_NAME*
*SITE_BUILDING_NAME_BR*
*SITE_STREET*
*SITE_SUBURB*
*SITE_STATE*
*SITE_POSTCODE*
*SITE_CARE_OF*
*SITE_CARE_OF_SIGN* C/-
*SITE_STRATA_NUMBER*
*SITE_CONTRACT_NUMBER*
*SITE_TELEPHONE1*
*SITE_TELEPHONE2*
*SITE_TELEPHONE3*
*SITE_TELEPHONE4*
*SITE_ALERT*
*SITE_NOTES*
*INVOICE_NUMBER*
*INVOICE_DATE*
*INVOICE_DUE_DATE*
*TOTAL_GST* Amount of GST.
*TOTAL_AMOUNT* Amount excluding GST.
*PAYABLE* Total amount including GST.
*PAID* Total amount paid.
*BALANCE* Payable about minus paid amount.
*JOB_ID*
*CREDIT_TERM*
*ORDER_DATE*
*ORDER_NUMBER*
*ORDERED_BY*
*QUOTE_NUMBER*
*RECEIPT_PAYMENT_METHOD*
*RECEIPT_PAID_AMOUNT*
*RECEIPT_DATE_PAID*
*RECEIPT_COMMENTS*
Updated: 20 May 2022