GENERAL SET UP INFORMATION
STAGE 1 - SET UP
STAGE 2 - SET UP
STAGE 3 - SET UP
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TEMPLATE VARIABLES

Below you will find a list of template variables that can be used. You can easily copy and paste these fields into any template type.

Template Variables

Many Jobman data fields such as the fields shown below in the {} brackets can be included in all of the template types.

 Client details:
{$Customer.Name}

{$Customer.BillingAddress}
{$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.LeadID}

{$Lead.LeadNumber}
{$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}

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.

<!-- BEGIN QuoteStyle -->
{StyleType.Name}: {Style.Name}<br />
<!-- END QuoteStyle -->

Job Specification Notes                   {$JobSpecNotes} 
This field will populate job specification notes
 
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.SignatureName}
{$Staff.SignaturePosition}
{$Staff.SignaturePhone}
{$Staff.SignatureEmail}
{$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}

 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 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}

{$SupplierCustomer.Name}
{$SupplierCustomer.BillingAddress}
{$SupplierCustomer.BillingSuburb}
{$SupplierCustomer.BillingState}
{$SupplierCustomer.BillingPostcode}
{$SupplierCustomer.Address}
{$SupplierCustomer.Suburb}
{$SupplierCustomer.State}
{$SupplierCustomer.Postcode}
{$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}