TEMPLATE VARIABLES

 Client details:

{$Customer.BillingAddress}
{$Customer.BillingSuburb}
{$Customer.BillingState}
{$Customer.BillingPostcode}
{$Customer.Address}
{$Customer.Suburb}
{$Customer.State}
{$Customer.Postcode}
{$Customer.Fax}
{$Customer.Source}
{$Customer.ABN}
{$Customer.PurchaseOrderEmail}
{$Customer.DiscountPercent}
{$Customer.ProfitPercent}
{$Customer.AdditionalNotes}
{$Customer.Country}
{$Customer.BillingCountry}
{$Customer.RoomType}
{$Customer.Comments}

Contact person details:

{$ContactPerson.FirstName}{$ContactPerson.LastName}
{$ContactPerson.Position}
{$ContactPerson.HomePhone}
{$ContactPerson.WorkPhone}
{$ContactPerson.Mobile}
{$ContactPerson.Phone}
{$ContactPerson.Email}
{$ContactPerson.Fax}
{$ContactPerson.PreferredContactMethod}

Lead Details:

{$Lead.LeadNumber}
{$Lead.LeadValue}
{$Lead.CustomerID}
{$Lead.LeadTypeID}
{$Lead.RoomTypeID}
{$Lead.RoomType}
{$Lead.SiteAddress}
{$Lead.SiteSuburb}
{$Lead.SiteState}
{$Lead.SitePostcode}
{$Lead.LeadNotes}
{$Lead.ProjectName}
{$Lead.LeadStatus}
{$Lead.SalesPersonStaffID}
{$Lead.AcceptedQuoteNumbers}{$Lead.LeadType}

You can reference any custom Lead Detail by using {$LeadDetail.QuestionName}.

Quote Details:

{$Quote.QuoteNumber}
{$Quote.QuoteName}
{$Quote.QuoteIntroduction}
{$Quote.QuoteDateTime}
{$Quote.QuoteSubtotal}
{$Quote.QuoteDiscount}
{$Quote.QuoteCost}
{$Quote.QuoteTax}
{$Quote.QuoteTotal}
{$Quote.QuoteNotes}
{$Quote.SalesPersonID}
{$Quote.PercentageTotal40} (use any number in here for a percentage of the total)
{$Quote.QuoteIntroduction}
{$Quote.AreaNames}
{$Quote.QuoteID}
{$Quote.LeadID}
{$Quote.QuoteStatusID}
{$Quote.QuoteDateDisplay}
{$NeedQuotesLines}

Quote Item Details

{$QuoteItem.Width}
{$QuoteItem.Height}
{$QuoteItem.Depth}
{$QuoteItem.QuoteItemQuantity}
{$QuoteItem.QuoteItemName}
{$QuoteItem.QuoteItemUnitPrice}
{$QuoteItem.QuoteItemDiscount}
{$QuoteItem.QuoteItemSubTotal}
{$QuoteItem.Notes}
{$ItemGroupSubtotal}
{$QuoteItem.ProductCode}

Job Specification Details

{$JobSpecDetails}
This field can be entered after the quote,
to populate the quote with Job Specifications.
This works in conjunction with Job Spec
Question Groups and the Spec Questions
themselves by a new column called “Show
on Quote Printout”.

Job Specifications Questions

{$JobSpecQuestion.}
Add question name after the . the answer will appear also on the next line

Style Types

If your quoting involves Jobman’s Products and they are set up to reference Style Types that are above the quote, these can be referenced on the Quote Template by entering the following code into the HTML source code. Please make sure that if you are not proficient with HTML that you copy the template before editing.

{StyleType.Name}: {Style.Name}

Job Specification Notes                   {$JobSpecNotes} 

Company Details:

{$Business_Name}
{$Business_Address}
{$Business_ABN}
{$Business_Phone}
{$Business_Website}

General / Staff Details:

{$Date}
{$EmailSignature}
{$Staff.StaffID}
{$Staff.StaffFirstname}
{$Staff.StaffSurname}
{$Staff.StaffFullName}
{$Staff.StaffAccess}
{$Staff.FieldNameID}
{$Staff.Username}
{$Staff.EmailAddress}
{$Staff.Address}
{$Staff.Suburb}
{$Staff.State}
{$Staff.Postcode}
{$Staff.Phone}
{$Staff.Mobile}
{$Staff.StaffPIN}
{$Staff.StaffSignatureName}
{$Staff.StaffSignaturePosition}
{$Staff.StaffSignaturePhone}{$Staff.StaffSignatureMobile}{$Staff.StaffSignatureEmail}
{$Staff.Notes}
{$Staff.StaffTypeID}
{$Staff.OperationTypeID}
{$Staff.LeadOperationTypeID}
{$Staff.LogInReportID}
{$Staff.StaffActive}

Check List Details:

For production email triggers the following variables are available.
If the operation is “Job drawn” it becomes JobDrawn such as:

Duration 
{$OperationType.JobDrawn.Duration}
TargetDate 
{$OperationType.JobDrawn.TargetDate}
ActualDate 
{$OperationType.JobDrawn.ActualDate}
PercentComplete 
{$OperationType.JobDrawn.PercentComplete}
StaffName
{$OperationType.JobDrawn.StaffName}

Note: Words will be transformed so that their first letter is uppercase, and the rest of the word will be lowercase.  Some examples are below:

INSTALL DATE: InstallDate
Contact PLUMBER: ContactPlumber
SS Install: SsInstall

 Job Details:

{$Job.JobID}
{$Job.JobNumber}
{$Job.ClientID}
{$Job.AreaName}
{$Job.RoomTypeID}
{$Job.SiteAddress}
{$Job.SiteSuburb}
{$Job.SiteState}
{$Job.SitePostcode}
{$Job.ConsultDateTime}
{$Job.ConsultPaid}
{$Job.QuotePromisedDate}
{$Job.QuotePreparedDate}
{$Job.PresentationDate}
{$Job.PresenterID}
{$Job.FollowUpDate}
{$Job.FollowUpPriority}
{$Job.SignupDateTime}
{$Job.RipoutDateTime}
{$Job.OriginalInstallDateTime}
{$Job.ActualInstallDateTime}
{$Job.WetsInstallDateTime}
{$Job.DoorLeadTime}
{$Job.TopLeadTime}
{$Job.InspectionDateTime}
{$Job.CheckMeasureDateTime}
{$Job.CheckMeasureStaffID}
{$Job.DraftingStaffID}
{$Job.ProductionStartDate}
{$Job.AssembledByDate}
{$Job.JobNotes}
{$Job.RoomType}
{$Job.JobStatus}
{$Job.Presenter}
{$Job.CheckMeasurer}
{$Job.Drafter}
{$Job.DeliveryDate}
{$Job.ProjectName}
{$Job.ProjectManager}
{$Job.ClientReference}
{$Job.JobValue}
{$Job.JobValueNA}
{$Job.JobValueNA}
{$Job.CustomerID}
{$Job.JobTypeID}
{$Job.InstallerStaffID}
{$Job.Installer}
{$Job.CabinetQuantity}
{$Job.SheetQuantity}

You can reference any custom Job Detail by using {$JobDetail.QuestionName}

Job Form Details: 

{$JobForm.Notes}
{$JobForm.Name}

Job Variation Details:

{$JobVariation.JobVariationDateTime}
{$JobVariation.JobVariationDetail}
{$JobVariation.JobVariationAmount}

Purchase Order :

{$PurchaseOrder.PurchaseOrderID}
{$PurchaseOrder.PurchaseOrderStatusID}
{$PurchaseOrder.JobID}
{$PurchaseOrder.SupplierID}
{$PurchaseOrder.SupplierCustomerID}
{$PurchaseOrder.NotifyStaffID}
{$PurchaseOrder.Reference}
{$PurchaseOrder.Attention}
{$PurchaseOrder.OrderDate}
{$PurchaseOrder.OrderDateDisplay}
{$PurchaseOrder.EstimatedArrivalDate}
{$PurchaseOrder.EstimatedArrivalDateDisplay}
{$PurchaseOrder.RequiredByDate}
{$PurchaseOrder.RequiredByDateDisplay}
{$PurchaseOrder.DeliveryInstructions}
{$PurchaseOrder.ContactLog}
{$PurchaseOrder.Notes}
{$PurchaseOrder.InternalNotes}
{$PurchaseOrderDetail.RateTypeName}
{$PurchaseOrder.Reference}
{$PurchaseOrder.StaffID}
{$PurchaseOrder.NumItems}
{$PurchaseOrder.TotalPrice}
{$PurchaseOrder.SalesTaxPrice
{$PurchaseOrder.TotalWithSalesTax}}

Purchase Order Details :

{$PurchaseOrderDetail.JobNumber}
{$PurchaseOrderDetail.PurchaseOrderDetailItem}
{$PurchaseOrderDetail.PurchaseOrderDetailDescription}
{$PurchaseOrderDetail.Notes}
{$PurchaseOrderDetail.PurchaseOrderDetailCode}
{$PurchaseOrderDetail.OrderedQuantity}
{$PurchaseOrderDetail.RateTypeName}
{$PurchaseOrderDetail.UnitPrice}
{$PurchaseOrderDetail.Price}
{$PurchaseOrderDetail.Details}
{$PurchaseOrderDetail.ProductCode}
{$PurchaseOrderDetail.Brand}
{$PurchaseOrderDetail.Finish}
{$PurchaseOrderDetail.Colour}
{$PurchaseOrderDetail.Length}
{$PurchaseOrderDetail.Width}
{$PurchaseOrderDetail.Thickness}
{$PurchaseOrderDetail.RequiredByDate}
{$PurchaseOrderDetail.RequiredByDateDisplay}

{$DeliveryLocation.Name}
{$DeliveryLocation.StreetNumber}
{$DeliveryLocation.StreetName}
{$DeliveryLocation.City}
{$DeliveryLocation.Region}
{$DeliveryLocation.Postcode}
{$DeliveryLocation.Country}
{$DeliveryLocation.AttentionFirstName}
{$DeliveryLocation.AttentionLastName}

{$SupplierCustomer.Name}
{$SupplierCustomer.BillingAddress}
{$SupplierCustomer.BillingSuburb}
{$SupplierCustomer.BillingState}
{$SupplierCustomer.BillingPostcode}
{$SupplierCustomer.Address}
{$SupplierCustomer.Suburb}
{$SupplierCustomer.State}
{$SupplierCustomer.Postcode}
{$SupplierCustomer.Fax}
{$SupplierCustomer.Source}
{$SupplierCustomer.ABN}
{$SupplierCustomer.PurchaseOrderEmail}
{$SupplierCustomer.DiscountPercent}
{$SupplierCustomer.ProfitPercent}
{$SupplierCustomer.AdditionalNotes}
{$SupplierCustomer.Country}
{$SupplierCustomer.BillingCountry}
{$SupplierCustomer.RoomType}
{$SupplierCustomer.Comments}
{$SupplierContactPerson.Fax}
{$SupplierContactPerson.Phone}

Invoice Details

{$Invoice.Reference}
{$Invoice.InvoiceNumber}
{$Invoice.IssueDate}
{$Invoice.SubTotal}
{$InvoiceItem.DiscountRate}
{$Invoice.TotalTax}
{$Invoice.Total}
{$InvoiceItem.UnitAmountIncTax} {$InvoiceItem.LineAmountIncTax}
{$Invoice.AmountPaid}
{$Invoice.AmountCredited}
{$Invoice.AmountDue}
{$Invoice.Notes}
{$Invoice.InvoiceID}
{$Invoice.InvoiceStatusID}
{$Invoice.DueDate}
{$Invoice.ProjectName}
{$Invoice.SiteAddress}
{$Invoice.SiteSuburb}
{$Invoice.SiteState}
{$Invoice.SitePostcode}

Invoice Item Details

{$InvoiceItem.Description}
{$InvoiceItem.Quantity}
{$InvoiceItem.UnitAmount}
{$InvoiceItem.DiscountRate}
{$InvoiceItem.LineAmount}
{$ItemGroupSubtotal}

Job Appliances
{$Appliance.ApplianceTypeName}
{$Appliance.ApplianceBrandName}
{$Appliance.ApplianceModel}
{$Appliance.ApplianceSupplyTypeName}
{$Appliance.SupplierName}
{$Appliance.ApplianceVariantName}
{$Appliance.Colour}
{$Appliance.Height}
{$Appliance.Width}
{$Appliance.Depth}
{$Appliance.Height}
{$Appliance.CutOutSize}
{$Appliance.Notes}
{$Appliance.ApplianceStatus}
{$Appliance.ReceivedDate}
{$Appliance.ReceivedDateDisplay}
{$Appliance.ReceivedByStaffName}