REMEMBER: Smart fields should ALWAYS be inserted by using the smart field menu. Do NOT copy and paste the smart fields from this article.
 

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Project Smart Fields

Project smart fields can be used in any canned email template or text box on a form that you send through a project.

  • Project Title {{job.title}} - The title of the project.
  • Project Start {{job.start | mediumDate}} - The starting date of the project.
  • Project Start Time {{job.start | shortTime}} - The starting time of the project.
  • Project End {{job.end | mediumDate}} - The ending date of the project.
  • Project End Time {{job.end | shortTime}} - The ending time of the project.
  • Address {{job.address | address}} - The project location address set in the side bar. The address will be displayed on separate lines.
  • Location Name {{job.address | addressLocationName}} - The project location name set in the side bar.
  • Location Contact Name {{job.contactName}}  - The project location contact name set in the side bar.

Project Smart Field Example

The example below shows how you might use project smart fields in a contract to confirm event details. On the left is what you'll see in your template before adding the contract to the project, and on the right is what will appear after the contract has been added to the project.

Notice how the Project Location Contact Name is filling in with a phone number as well. There is not a separate field to collect the phone number, but if you store it along with the name, it will populate!

 

Client Smart Fields

Client smart fields can be used in any canned email template or text box on a form that you send through a project. They can also be used to customize a default project title for new projects created by lead captures and public proposals!

  • Full Name {{client.name}} - The first and last name of the main contact.
  • First Name {{client.firstName}} - The first name of the main contact.
  • Last Name {{client.lastName}} - The last name of the main contact.
  • Email {{client.email}} - The email of the main contact.
  • Phone {{client.phone}} - The phone number of the main contact.
  • Alt Contact First {{client.altContact.firstName}} - The first name of alternate contact.
  • Alt Contact Last {{client.altContact.lastName}} - The last name of the alternate contact.
  • Alt Contact Email {{client.altContact.email}} - The email of the alternate contact.
  • Alt Contact Phone {{client.altContact.phone}} - The phone number of the alternate contact.
  • Company Name {{client.company.name}} - The company name in the client profile.
  • Address {{client.address | address}} - The address of the main contact in the client profile.
  • Shipping Address {{client.shippingAddress | address}} - The shipping address of the main contact in the client profile.

Client Smart Field Examples

The most common use for client smart fields is to personalize your canned emails and contracts. You can start off your email by greeting the client by their first name:

In contracts, you can use the client smart fields to autofill their contact details where you would normally have the client write them in:

In the settings of a lead capture or public proposal, you can also use the client and alt client smart fields to customize the project title. Don't forget to ask for that information in mapped fields on the lead capture! This is great for those in the wedding industry who would like the couple's names in the title:

TIP: Only Client smart fields can be used in the lead capture title - no other smart fields will work here. Use the Client smart field dropdown to insert.

 

Invoice Smart Fields

Invoice smart fields can be used in any canned email template or text box on a form that you send through a project, as long as a primary invoice already exists on the project. The invoice smart fields will only pull in the details from the primary invoice; additional invoices will not be recognized.

  • Invoice Total {{job.invoice | total}} - Total invoice amount, including tax. 
  • Invoice Tax Total {{job.invoice | invoiceTaxTotalFormatted}} - Total amount of tax charged on the invoice.
  • Invoice Remainder {{job.invoice | remainder}} - Remaining balance left to pay on the invoice.
  • Invoice Amount Paid {{job.invoice | paid}} - Total amount the client has paid on the invoice so far.
  • Invoice Item Names & Amounts {{job.invoice.items | packageItems:true}} - This will generate a table view of the invoice that shows the item name, description, quantity/price, and total for each line item.
  • Invoice Item Names {{job.invoice.items | packageItemNames}} - The names of the items you have on your invoice.

The screenshot below shows the difference between the Invoice Item Names & Amounts and the Invoice Item Names smart fields:

  • Invoice Payment Schedule {{paymentSchedule | paymentScheduleFilter}} - The payment schedule that you have set for your client on the invoice. Perfect for adding into contracts. See example below:
  • Invoice Title {{job.invoice.title}} - If you have named the invoice, you can use this title variable to add that in.

 

Business Smart Fields

Business smart fields can be used in any form or canned email template. They are pulling from your brand information, which can be edited within your brand and login settings, unless otherwise noted.

  • Full Name {{user.name}} - This is your full name.
  • First Name {{user.contact.firstName}} - This is your first name.
  • Last Name {{user.contact.lastName}} - This is your last name.
  • Phone {{brand.phone}} - The phone number listed in your brand settings.
  • Logo {{brand.logo | logo}} - The business logo you uploaded in your brand settings.
  • Business Name {{brand.name}} - This is the name of your brand that you set in your brand settings.
  • Business Address {{brand.address | address}} - The address listed in your brand settings.
  • Email Signature {{brand.emailTemplate.signature}} - Displays the email signature that you have saved in TEMPLATES >> CANNED EMAILS >> SIGNATURE.

 

Date Smart Fields

Smart fields under the "Date" category will always populate with the current date and time. They can be used in any form or canned email template. Date and time formatting will follow your local conventions based on the timezone set under Brand Settings >> International Settings.

For all of the following examples, the date is June 3, 2019 at 1:30 PM.

  • Date & Time {{ curDate | medium}} - Jun 3, 2019 1:30:00 PM or 3 Jun 2019 13:30:00 for some international accounts
  • Medium Date {{ curDate | mediumDate}} - Jun 3, 2019 or 3 Jun 2019 for some international accounts
  • Short Date {{ curDate | shortDate}} - 6/3/19 or 03/06/19 for some international accounts
  • Time {{ curDate | shortTime}}  - 1:30 PM or 13:30 for international accounts with 24 hour time

 

Link Smart Fields

Link smart fields are used to generate links to Dubsado documents, like forms, schedulers, and invoices. They will display the link as a large button in your brand color on its own line. They are most commonly used when writing canned email templates and generally should not be added to a form template.

To learn more, check out our in-depth article on Smart Field Links!

  • Invoice Link {{job | invoiceLink}} - Links to the primary invoice.
  • Contract Link {{job | contractLink}} - Links to the contract on the project.
  • Portal Link {{client | portalLink}} - Links to the client portal. 
  • Portal Password {{client | portalPassword}} - Displays the password to the client portal as text (not a button).
  • Form Link {{form | formLink}} - Links to a form (sub agreement, questionnaire, or proposal).
  • Scheduler Link {{scheduler | schedulerLink}} - Links to a scheduler for a client to book an appointment.
  • Add to Calendar Link {{appointment | calendarLink}} - Provides a link for the client to add a scheduled appointment to their calendar. This is the only Link smart field that does not display as a button (it will show as a regular text hyperlink.) **This smart field can ONLY be used in a canned email that will be designated as a confirmation or reminder email as part of a scheduler template!**

 

Package Smart Fields

Package smart fields can only be used within a package element text box while creating a proposal. They pull from the package template that you select.

  • Package Name {{package.name}} - The name of the package as it appears listed under Templates >> Packages.
  • Total With Tax {{package.items | invoiceTotal | currency}} - Total cost of the package, including tax.
  • Total No Tax {{package.items | invoiceTotal:1 | currency}} - Total cost of the package before tax.
  • Tax Total {{package.items | invoiceTaxTotal | currency}} - Sum of all tax charged in the package.
  • Item Names & Amounts {{package.items | packageItems}} - This will generate a table view of the package that shows the name, description, quantity/price, and total for each line item. Just like the Invoice Item Names & Amounts smart field.
  • Item Names & Descriptions {{package.items | packageItemNamesDesc}} - Lists out each line item in the package with its name and description.
  • Item Names {{package.items | packageItemNames}} - Lists the name of each line item in the package.
  • Quantity - Displays an editable quantity box for the client to type in their desired quantity for the package.
  • Large Checkbox - Displays a large checkbox for the client to select the package.
  • Small Checkbox - Displays a small checkbox for the client to select the package.
  • Button - Displays a large button that reads "Select" for the client to select the package.

 

Appointment Smart Fields

Appointment smart fields can only be used in the following canned emails:

  • A custom canned email that will be designated as a confirmation or reminder email within a scheduler template
  • The default canned email templates for Appointment Confirmed, Appointment Rescheduled, or Appointment Cancelled.

These smart fields will not work in any other circumstance because they would not know which appointment to pull from.

  • Appointment Name {{appointment.title}} - First and last name of the client who booked followed by a dash and the name of the appointment, pulled from the name of the scheduler template.
  • Appointment Location {{appointment.location}} - Location of the appointment, pulled from what you set in the Location field on the scheduler template.
  • Appointment Duration {{appointment.duration | duration}} - How long the appointment is for, pulled from the Appointment Duration field on the scheduler template.
  • Appointment Start Date {{appointment.start | mediumDate}} - Start date of the appointment displayed in medium format (i.e. Jun 3, 2019).
  • Appointment End Date {{appointment.end | mediumDate}} - End date of the appointment displayed in medium format (e.g. Jun 3, 2019).
  • Appointment Start Time {{appointment.start | shortTime}} - Start time of the appointment along with the client's timezone (e.g. 1:30 PM (PST))
  • Appointment End Time {{appointment.end | shortTime}} - End time of the appointment along with the client's timezone (e.g. 2:30 PM (PST))
  • Appointment Cancellation Reason {{appointment.cancelled.reason}} - The cancellation reason provided by the client when they cancel an appointment. **Only works in the Appointment Cancelled default canned email template!**
  • Appointment Reschedule Button {{appointment | appointmentRescheduleBtn}} - Displays a green button on its own line that allows the client to reschedule their own appointment.
  • Appointment Cancel Button {{appointment | appointmentCancelBtn}} - Displays a red button on its own line that allows the client to cancel their own appointment.

 

Form Smart Fields

Form smart fields reference the specific sub agreement, questionnaire, or proposal being sent. They will work in a canned email template when sending a form manually through a project or via a workflow.

  • Title {{form.title}} - The title of the form as you named it, usually the title of the form as seen under Templates >> Forms.
  • Form Link {{form | formLink}} - As above in the Links section, this will display a link to the form as a button.
  • Form Type {{form.kind}} - Inserts the type of form you are sending, either "sub agreement," "questionnaire," or "proposal."
  • Form Expiration {{form.expiryDate | mediumDate}} - The expiration date of the form, if specified in the form settings. **Only works in the Form Reminder default canned email template!**

 

Payment Schedule Smart Fields

Payment schedule smart fields will ONLY work in a canned email designated as a payment reminder within a scheduled payment of a payment schedule. If a canned email with a payment schedule smart field is sent manually or through a workflow, the smart field will not fill in.

  • Due Date {{scheduledPayment | paymentDueDate : job}} - Due date of payment in short date format (e.g. 6/3/19)
  • Due Amount {{scheduledPayment | paymentAmountDue : job.invoice.schedule : job.invoice}} - The amount due and relative percentage of remaining invoice (e.g. $500.00 - 50% of remaining invoice)
  • Due Amount (simple) {{scheduledPayment | paymentAmountDueSimple : job.invoice.schedule : job.invoice}} - The amount due only, without the percentage (e.g. $500.00)

Deprecated Payment Schedule Smart Fields

The following payment schedule smart fields are no longer in use:

  • Due Date {{scheduledPayment | paymentDueDate}}
  • Due Amount {{scheduledPayment | paymentAmountDue}} 
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