[numberofinstallments] - Shows the # of Installments field within an estimate.
[accountnumber] - Shows the Account # field from a client's Account > Edit > Billing tab.
[AppointmentTime] - Shows a job's scheduled start and end time. This merge tag is used when emailing clients from the Dispatch Board only.
[billingaddress1] - Shows the first Address field from a client's Account > Edit > Personal Information tab under the Billing Address section.
[billingaddress2] - Shows the second Address field from a client's Account > Edit > Personal Information tab under the Billing Address section.
[billingattnto] - Shows the Attention To field from a client’s Account > Edit > Personal Information tab under the Billing Address section.
[billingcity] - Shows the City field from a client's Account > Edit > Personal Information tab under the Billing Address section.
[billingemail] - Shows the Billing Email field from a client's Account > Edit > Billing tab.
[billingname] - Shows the Name on Inv. field from a client’s Account > Edit > Personal Information tab under the Billing Address section.
[billingstate] - Shows the State field from a client's Account > Edit > Personal Information tab under the Billing Address section.
[billingzip] - Shows the Postal Code field from a client's Account > Edit > Personal Information tab under the Billing Address section.
[calendarEventEndDate] - Shows the scheduled end date for an event. This merge tag is only available for Automation emails.
[calendarEventEndTime] - Shows the scheduled end time for an event if it was scheduled with an Appointment Time. This merge tag is only available for Automation emails.
[calendarEventStartDate] - Shows the scheduled start date for an event. This merge tag is only available for Automation emails.
[calendarEventStartTime] - Shows the scheduled start time for an event if it was scheduled with an Appointment Time. This merge tag is only available for Automation emails.
[accountbalance] - Shows a client’s account balance.
[clientcphone] - Shows the Cell field from a client's Account > Edit > Personal Information tab.
[clientemail] - Shows the Email field from a client's Account > Edit > Personal Information tab.
[clientfax] - Shows the FAX field from a client's Account > Edit > Personal Information tab.
[clientfname] - Shows the First Name field from a client’s Account > Edit > Personal Information tab.
[clienthphone] - Shows the Home field from a client's Account > Edit > Personal Information tab.
[clientlname] - Shows the Last Name field from a client's Account > Edit > Personal Information tab.
[clientname] - Shows the Client Name/Company Name field on a client's account.
[clientotherphone] - Shows the Other field from a client's Account > Edit > Personal Information tab.
[clientportallink] - Shows your client portal URL.
[password] - Shows the Password field from a client's Account > Edit > Details tab. This merge tag does not work for clients registered with the new portal.
[portal-registration-link] - Allows unregistered clients to register for the new client portal.
[username] - Shows the Username field for the client portal from the client's Account > Edit > Details tab.
[clientwphone] - Shows the Work field from a client's Account > Edit > Personal Information tab.
[companylogo] - Shows the logo entered under Settings > Company Logos.
[contacttitle] - Shows the Title field from a client’s Account > Edit > Personal Information tab.
[cardlast4] - Shows the last 4 digits of the card on file for a client. If a client is past due or needs to update their card, this can show them which card is currently on file.
[cardexpiration] - Shows the Expiration field for a client’s credit card when a CC is added to their account.
[CSR] - Shows the CSR that's listed under Account > Edit > Details tab.
[dateofinvoice] - Shows the Date of Invoice field within an invoice.
[JobDate] - Shows the Schedule Date field from the job overlay when sent from the Dispatch Board.
[toDoDueDate] - Shows the Due Date field for an event when sent from the Dispatch Board.
[quotecode] - Shows the Estimate Code field listed at the top of an estimate.
[quotediscountamount] - Shows an estimate’s discount amount.
[quotediscountpct] - Shows the discount percentage for an estimate.
[quotelink] - Adds a premade link that reads "Click Here," which redirects clients to their estimate. This is for use in estimate documents.
[quotelinkurl] - Adds a full URL link that redirects clients to their estimates. This is for use in estimate documents.
[estimatenotes] - Shows the information entered under the Notes tab in an estimate.
[quotenumber] - Shows the Estimate Number field listed at the top of an estimate.
[quotetax] - Shows the Est. Sales Tax field within an estimate.
[quotesubtotal] - Shows the Subtotal field within an estimate.
[quotetotal] - Shows the Total field within an estimate.
[quotetotallessdiscounts] - Shows the total amount minus the discount amount for an estimate. This does not show the actual discount.
[quotevaliduntil] - Shows the Valid Until Date field for an estimate.
[formlink] - Adds a premade link that reads "Click Here," which redirects clients to the selected form.
[formurl] - Adds a full URL link that redirects clients to the selected form.
[billingmethod] - Shows the How They Pay You field from a client's Account > Edit > Billing tab.
<div style="page-break-before: always;"></div> - Adds a page break to a document in the Document Editor.[installmentamount] - Shows the Installment Plan Amount from a client's account.
[invoicebalance] - Shows the Remaining Balance for an invoice. This merge tag is only available for Automation emails.
[invoicecode] - If you have the Suppress Pay Online Link checkbox selected under Settings > Invoice Customization, then this merge tag will pull the code that this setting creates for an invoice. It displays the code as a URL.
[invoiceduedate] - Shows the Due Date field within an invoice.
[invoicenumber] - Shows the Invoice Number field within an invoice.
[invoicepaymentmethod] - Shows the Payment Method field within an invoice.
[invoice-pay-now] - Adds a premade link that reads "Click Here," which redirects clients to their invoice. This is used in Invoice type email documents.
[invoice-pay-now-url] - Adds a full URL link that redirects clients to their invoice. This is used in Invoice type email documents.
[ponumber] - Shows the PO Number field within an invoice.
[invoicesalestax] - Shows the Sales Tax field within an invoice.
[invoicestatus] - Shows the Status field within an invoice.
[invoicesubtotal] - Shows the Subtotal field within an invoice.
[invoiceterms] - Shows the Terms field within an invoice.
[invoicetotal] - Shows the Total column within an invoice.
[jobcompletebydate] - Shows the Completed By field for Waiting List and Package jobs. This merge tag works when sent from the Dispatch Board or Waiting List.
[nameoninvoice] - Shows the information entered under the Name on Inv. field from a client's Account > Edit > Personal Information tab.
[packagestartdate] - Shows the start date for the earliest selected round in the package. It can be used in Automation email events only.
[physicaladdress1] - Shows the first Physical Address field from a client's Account > Edit > Personal Information tab under the Service Address section.
[physicaladdress2] - Shows the second Physical Address field from a client's Account > Edit > Personal Information tab under the Service Address section.
[physicalcity] - Shows the Physical City field from a client's Account > Edit > Personal Information tab under the Service Address section.
[physicalstate] - Shows the Physical State field from a client's Account > Edit > Personal Information tab under the Service Address section.
[physicalzip] - Shows the Physical Zip field from a client's Account > Edit > Personal Information tab under the Service Address section.
[ShipToName] - Shows the Client Name/Company Name field from a client's Account > Edit > Personal Information tab.
[quotedate] - Shows the Estimate Date field for an estimate.
[referringclient] - Shows the Referred By field from a client's Account > Edit > Sales tab.
[resourceavatar48x48] - Shows the employee photo for the resource assigned to a job in size 48x48.
[resourceavatar128x128] - Shows the employee photo for the resource assigned to a job in size 128x128.
[resourceemail] - Shows the Email field for the resource assigned to a job. This merge tag works when sent from the Dispatch Board or Waiting List.
[resourcename] - Shows the name of the resource assigned to a job. This merge tag works when sent from the Dispatch Board or Waiting List.
[resourceprofile] - This allows you to add a profile for a resource in an email. This merge tag is only available for Automation emails.
[salesperson] - Shows the Sales Person field from a client's Account > Edit > Sales tab.
[signatureline] - Adds a signature line to estimate documents.
[starttime] - Shows the scheduled Start field for a job if one is listed. This merge tag works when sent from the Dispatch Board or Waiting List.
[datetoday] - Shows the date for the current working day.
[companyaddress] - Shows the Address field under Settings > Company Information > Details tab.
[companycity] - Shows the City field under Settings > Company Information > Details tab.
[companyemail] - Shows the Contact Email field under Settings > Company Information > Contact Details tab.
[companyfax] - Shows the FAX Number field under Settings > Company Information > Contact Details tab.
[companyname] - Shows the Company Name entered under Settings > Company Information > Details tab.
[companyphonenumber] - Shows the Phone Number field under Settings > Company Information > Contact Details tab.
[companystate] - Shows the State field under Settings > Company Information > Details tab.
[companywebsite] - Shows the Website URL field under Settings > Company Information > Details tab.
[companyzip] - Shows the Zip field under Settings > Company Information > Details tab.
[useremail] - Shows the email of the resource currently logged in at the time of use. This email is under an employee’s Account > Edit > Personal Information tab.
[userfirstname] - Shows the First Name of the resource that is logged in at the time of use. This is often used when sending emails to clients.
[userlastname] - Shows the Last Name of the resource that is logged in at the time of use. This is often used when sending emails to clients.
To learn more about this feature, click here.