Word Templates

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.

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

Support telephone: 02 9521 4052

Nexus Service Manager is developed by Nexus Digital Technology PTY LTD.