Feature |
Dynamic Field Name |
Purpose |
*Packages* |
{total} |
Total of all packages in transaction.
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{amount} |
Amount of a single package item in a transaction.
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{capacity} |
Number of sessions listed in a package.
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{package} |
Name of the package itself.
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{memo} |
Additional line item information.
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{payment_method} |
States the method of payment; e.g. cash, card, etc.
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*Bookings* |
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{total} |
Total amount of a booking.
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{amount} |
Individual amount of a booking.
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{deposit} |
Displays the deposit amount for a single booked service.
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{rate} |
Total minus the deposit amount.
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{number} |
The number of bookings in a transaction.
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{location} |
Location as defined in booking.
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{duration} |
Length of time listed for a booking.
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{memo} |
Displays the appointment description.
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{date} |
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{time} |
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{end_time} |
Time booking is slated to end.
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{employee} |
Pro completing the booked service(s).
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{employees} |
All Pro's assigned to a booking.
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{service} |
Inserts the first service in a booking.
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{services} |
Inserts a comma separated list of all services in a booking.
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{payment_method} |
States the method of payment for a booking; e.g. cash, card, etc.
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{custom_create_custom_tag} |
Creates ability to custom define a dynamic field. The format is {custom_"insert label here"}, cannot have duplicate names.
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*Estimates* |
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{total} |
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{amount} |
Amount of single service listed on estimate.
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{deposit} |
Deposit amount necessary to begin work.
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{rate} |
Total minus the deposit amount on estimate.
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{number} |
The number assigned to the booking, similar to how contracts have a unique number assigned to them.
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{memo} |
Displays the estimate description.
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{date} |
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{payment_method} |
Payment method used for services rendered based on the estimate.
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{expense_total} |
Expense sub-total on estimate.
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{item_total} |
Sub-total of all services on an estimate.
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{total} |
Total price of subscription.
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{amount} |
Total less any discounts for the subscription.
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{number_of_payments} |
Number of payments required based on a subscription; e.g. 1 month, 6 months, ad infinitum, etc. would be 1, 6, and continuous respectively.
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{date} |
Date of subscription start.
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{end_date} |
Date that subscription ends.
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{memo} |
Memo field description of the subscription.
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{payment_method} |
Payment method used to purchase subscription; e.g. cash, card, etc.
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{plan} |
Places the name of the subscription into a contract.
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{name} |
Name of the person completing the form.
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{custom_create_custom_tag} |
Creates ability to custom define a dynamic field. The format is {custom_"insert label here"}, cannot have duplicate names.
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*Client* |
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{name} |
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{phone} |
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{firstname} |
First name only of client.
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{company} |
Company that the client belongs to.
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{email} |
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{street} |
Street address of client.
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{unit} |
Unit number of address listed for a client.
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{city} |
City as listed for a client.
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{state} |
State as listed for a client.
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{postal_code} |
ZIP code as listed for a client.
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{address} |
Full address as listed for a client.
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custom_create_custom_tag
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Creates ability to custom define a dynamic field. The format is {custom_"insert label here"}, cannot have duplicate names.
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{me} |
Business name. If no Business name added, Pro's first and last name. |
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{today} |
Literally the date a form/contract is being completed on.
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{me.widget} |
Pro's booking widget URL.
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{me.widget.lead} |
Inserts URL for Pro's online lead widget.
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{me.widget.pay} |
Inserts URL for Pro's online payment widget.
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{me.sms} |
Phone number or business premium number listed for a Pro.
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{me.company} |
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{me.email} |
Email addresss that's listed on file for a Pro.
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{me.firstname} |
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*Invoices* |
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{total} |
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{amount} |
Amount of single item entry on invoice, does not work with multiple line item entries.
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{number} |
Inserts the invoice number into a contract.
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{location} |
Location where service was done per address listed for a booking.
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{memo} |
Additional line item information for single invoiced item.
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{date} |
Date that services were rendered on.
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{payment_method} |
Payment method used to pay invoice.
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{expense_total} |
Total of additional expenses as listed on invoice; e.g. gas, food, additional mileage in some cases, etc.
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{item_total} |
Total of stand alone items on invoice.
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{booking_total} |
Total of booking, does not include additional line item prices, just price of booked service.
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*Sub-accounts* |
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Can be used wherever a sub-account is attached.
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{subaccount.name} |
Name of the attached sub-account
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{subaccount.birthday} |
Birthday of attached sub-account |
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{subaccount.address} |
Full address of the attached sub-account
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{subaccount.street} |
Street address (Address line 1) of the attached sub-account |
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{subaccount.unit} |
Unit (Address line 2) of the attached sub-account
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{subaccount.city} |
City of the attached sub-account
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{subaccount.state} |
State of the attached sub-account
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{subaccount.postal_code} |
Zip code of the attached sub-account
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{subaccount.all} |
All sub-accounts associated with the client, comma separated in alphabetical order
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{subaccount.custom_} |
Syntax for sub-account custom dynamic fields to be used in contracts, invoices, estimates, and saved messages
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