Merge Tag Purposes

# Of Installments

[numberofinstallments] - Shows the # of Installments field within an estimate.

Account Number

[accountnumber] - Shows the Account # field from a client's Account > Edit > Billing tab.

Appointment Time

[AppointmentTime] - Shows a job's scheduled start and end time. This merge tag is used when emailing clients from the Dispatch Board only.

Billing Address 1

[billingaddress1] - Shows the first Address field from a client's Account > Edit > Personal Information tab under the Billing Address section.

Billing Address 2

[billingaddress2] - Shows the second Address field from a client's Account > Edit > Personal Information tab under the Billing Address section.

Billing Attention To

[billingattnto] - Shows the Attention To field from a client’s Account > Edit > Personal Information tab under the Billing Address section.

Billing City

[billingcity] - Shows the City field from a client's Account > Edit > Personal Information tab under the Billing Address section.

Billing Email

[billingemail] - Shows the Billing Email field from a client's Account > Edit > Billing tab.

Billing Name on Invoice

[billingname] - Shows the Name on Inv. field from a client’s Account > Edit > Personal Information tab under the Billing Address section.

Billing State

[billingstate] - Shows the State field from a client's Account > Edit > Personal Information tab under the Billing Address section.

Billing Zip

[billingzip] - Shows the Postal Code field from a client's Account > Edit > Personal Information tab under the Billing Address section.

Calendar Event End Date

[calendarEventEndDate] - Shows the scheduled end date for an event. This merge tag is only available for Automation emails.

Calendar Event End Time

[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.

Calendar Event Start Date

[calendarEventStartDate] - Shows the scheduled start date for an event. This merge tag is only available for Automation emails.

Calendar Event Start Time

[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.

Client Account Balance

[accountbalance] - Shows a client’s account balance.

Client Cell Phone

[clientcphone] - Shows the Cell field from a client's Account > Edit > Personal Information tab.

Client Email

[clientemail] - Shows the Email field from a client's Account > Edit > Personal Information tab.

Client FAX

[clientfax] - Shows the FAX field from a client's Account > Edit > Personal Information tab.

Client First Name

[clientfname] - Shows the First Name field from a client’s Account > Edit > Personal Information tab.

Client Home Phone

[clienthphone] - Shows the Home field from a client's Account > Edit > Personal Information tab.

Client Last Name

[clientlname] - Shows the Last Name field from a client's Account > Edit > Personal Information tab.

Client Name

[clientname] - Shows the First and Last Name fields on a client's account.

Client Other Phone

[clientotherphone] - Shows the Other field from a client's Account > Edit > Personal Information tab.

Client Portal Link

[clientportallink] - Shows your client portal URL.

Client Portal Password

[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.

Client Portal Signup

[portal-registration-link] - Allows unregistered clients to register for the new client portal.

Client Portal Username

[username] - Shows the Username field for the client portal from the client's Account > Edit > Details tab.

Client Work Phone

[clientwphone] - Shows the Work field from a client's Account > Edit > Personal Information tab.

Company Logo

[companylogo] - Shows the logo entered under Settings > Company Logos.

Contact Title

[contacttitle] - Shows the Title field from a client’s Account > Edit > Personal Information tab.

Credit Card Ending In

[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.

Credit Card Expiration

[cardexpiration] - Shows the Expiration field for a client’s credit card when a CC is added to their account.

Date of Invoice

[dateofinvoice] - Shows the Date of Invoice field within an invoice.

Date of Job

[JobDate] - Shows the Schedule Date field from the job overlay when sent from the Dispatch Board.

Due Date

[toDoDueDate] - Shows the Due Date field for an event when sent from the Dispatch Board.

Estimate Code

[quotecode] - Shows the Estimate Code field listed at the top of an estimate.

Estimate Discount Amount

[quotediscountamount] - Shows an estimate’s discount amount.

Estimate Discount Percent

[quotediscountpct] - Shows the discount percentage for an estimate.

Estimate Link

[quotelink] - Adds a premade link that reads "Click Here," which redirects clients to their estimate. This is for use in estimate documents.

Estimate Link URL

[quotelinkurl] - Adds a full URL link that redirects clients to their estimates. This is for use in estimate documents.

Estimate Notes

[estimatenotes] - Shows the information entered under the Notes tab in an estimate.

Estimate Number

[quotenumber] - Shows the Estimate Number field listed at the top of an estimate.

Estimate Sales Tax

[quotetax] - Shows the Est. Sales Tax field within an estimate.

Estimate Subtotal

[quotesubtotal] - Shows the Subtotal field within an estimate.

Estimate Total

[quotetotal] - Shows the Total field within an estimate.

Estimate Total Less Discounts

[quotetotallessdiscounts] - Shows the total amount minus the discount amount for an estimate. This does not show the actual discount.

Estimate Valid Until

[quotevaliduntil] - Shows the Valid Until Date field for an estimate.

Form Link

[formlink] - Adds a premade link that reads "Click Here," which redirects clients to the selected form.

Form URL

[formurl] - Adds a full URL link that redirects clients to the selected form.

How We Bill You

[billingmethod] - Shows the How They Pay You field from a client's Account > Edit > Billing tab.

Insert Page Break
<div style="page-break-before: always;"></div> - Adds a page break to a document in the Document Editor.
Installment Amount

[installmentamount] - Shows the Installment Plan Amount from a client's account.

Invoice Balance

[invoicebalance] - Shows the Remaining Balance for an invoice. This merge tag is only available for Automation emails.

Invoice Code

[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.

Invoice Due Date

[invoiceduedate] - Shows the Due Date field within an invoice.

Invoice Number

[invoicenumber] - Shows the Invoice Number field within an invoice.

Invoice Payment Method

[invoicepaymentmethod] - Shows the Payment Method field within an invoice.

Invoice Pay Now

[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

[invoice-pay-now-url] - Adds a full URL link that redirects clients to their invoice. This is used in Invoice type email documents.

Invoice PO Number

[ponumber] - Shows the PO Number field within an invoice.

Invoice Sales Tax

[invoicesalestax] - Shows the Sales Tax field within an invoice.

Invoice Status

[invoicestatus] - Shows the Status field within an invoice.

Invoice Subtotal

[invoicesubtotal] - Shows the Subtotal field within an invoice.

Invoice Terms

[invoiceterms] - Shows the Terms field within an invoice.

Invoice Total

[invoicetotal] - Shows the Total column within an invoice.

Job Complete By Date

[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.

Name on Invoice

[nameoninvoice] - Shows the information entered under the Name on Inv. field from a client's Account > Edit > Personal Information tab.

Physical Address 1

[physicaladdress1] - Shows the first Physical Address field under Settings > Company Information > Details tab.

Physical Address 2

[physicaladdress2] - Shows the second Physical Address field under Settings > Company Information > Details tab.

Physical City

[physicalcity] - Shows the Physical City field under Settings > Company Information > Details tab.

Physical State

[physicalstate] - Shows the Physical State field under Settings > Company Information > Details tab.

Physical Zip

[physicalzip] - Shows the Physical Zip field under Settings > Company Information > Details tab.

Property Name

[ShipToName] - Shows the Client Name/Company Name field from a client's Account > Edit > Personal Information tab.

Quote Date

[quotedate] - Shows the Estimate Date field for an estimate.

Referring Client

[referringclient] - Shows the Referred By field from a client's Account > Edit > Sales tab.

Resource Avatar 48x48

[resourceavatar48x48] - Shows the employee photo for the resource assigned to a job in size 48x48.

Resource Avatar 128x128

[resourceavatar128x128] - Shows the employee photo for the resource assigned to a job in size 128x128.

Resource Email

[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.

Resource Name

[resourcename] - Shows the name of the resource assigned to a job. This merge tag works when sent from the Dispatch Board or Waiting List.

Resource Profile

[resourceprofile] - This allows you to add a profile for a resource in an email. This merge tag is only available for Automation emails.

Sales Person

[salesperson] - Shows the Sales Person field from a client's Account > Edit > Sales tab.

Signature Line

[signatureline] - Adds a signature line to estimate documents.

Start Time

[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.

Today's Date

[datetoday] - Shows the date for the current working day.

Your Company Address

[companyaddress] - Shows the Address field under Settings > Company Information > Details tab.

Your Company City

[companycity] - Shows the City field under Settings > Company Information > Details tab.

Your Company Email

[companyemail] - Shows the Contact Email field under Settings > Company Information > Contact Details tab.

Your Company FAX Number

[companyfax] - Shows the FAX Number field under Settings > Company Information > Contact Details tab.

Your Company Name

[companyname] - Shows the Company Name entered under Settings > Company Information > Details tab.

Your Company Phone Number

[companyphonenumber] - Shows the Phone Number field under Settings > Company Information > Contact Details tab.

Your Company State

[companystate] - Shows the State field under Settings > Company Information > Details tab.

Your Company Website

[companywebsite] - Shows the Website URL field under Settings > Company Information > Details tab.

Your Company Zip

[companyzip] - Shows the Zip field under Settings > Company Information > Details tab.

Your Email

[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.

Your First Name

[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.

Your Last Name

[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.

 

Note: You can create custom merge tags for use with Email Categories and Email links in SA.
To learn more about this feature, click here.
Was this article helpful?
1 out of 1 found this helpful

Still looking for your answer? How Can We Help?