Name

Smart field

Description

Project Title

{{job.title}}

Title of the project

Project Start

{{job.start | mediumDate}}

Starting date of the project (MMM D, YYYY)

Example: Feb 9, 2023

Project Start Time

{{job.start | shortTime}}

Starting time of the project (H:MM)

Example: 10:45 AM

Project End

{{job.end | mediumDate}}

Ending date of the project (MMM D, YYYY)

Example: Feb 9, 2023

Project End Time

{{job.end | shortTime}}

Ending time of the project (H:MM)

Example: 10:45 AM

Name

Smart field

Description

Address

{{job.address | address}}

Project location address with line breaks:

Location name

Location address line 1

Location address line 2

City

State / Province

Zip / Postal

Country

Example:

Dub Design Co

123 Main St

Suite 102

Burbank, CA 91502

USA

Location Name

{{job.address | addressLocationName}}

Project location name

Location Contact Name

{{job.contactName}}

Project location contact

Name

Smart field

Description

Full Name

{{client.name}}

First and last name of the primary client

First Name

{{client.firstName}}

First name of the primary client

Last Name

{{client.lastName}}

Last name of the primary client

Email

{{client.email}}

Email address of the primary client

Phone

{{client.phone}}

Phone number of the primary client

Alt Contact First

{{client.altContact.firstName}}

First name of alternate contact

Alt Contact Last

{{client.altContact.lastName}}

Last name of the alternate contact

Alt Email

{{client.altContact.email}}

Email of the alternate contact

Alt Phone

{{client.altContact.phone}}

Phone number of the alternate contact

Company Name

{{client.company.name}}

Company name

Address

{{client.address | address}}

Address in the client profile, with line breaks:

Line 1

Line 2

City, State / Province Zip / Postal

Country

Example:

456 Main St

Apt 204

Burbank, California 91501

Address - Compact

{{client.address | address : true}}

Address in the client profile, all on one line

Example: 456 Main St Burbank, California 91501

Shipping Address

{{client.shippingAddress | address}}

Shipping address in the client profile, with line breaks:

Line 1

Line 2

City, State / Province Zip / Postal

Country

Example:

456 Main St

Apt 204

Burbank, California 91501

Name

Smart field

Description

Invoice Total

{{job.invoice | total}}

Total invoice amount, including tax and discounts

Example: $3,210.00

Invoice Subtotal

{{job.invoice | subtotal}}

Invoice subtotal, before taxes and discounts

Example: $5,350.00

Invoice Tax Total

{{job.invoice | invoiceTaxTotalFormatted}}

Total amount of tax charged on the invoice

Example: $8.49

Invoice Remainder

{{job.invoice | remainder}}

Remaining balance left to pay on the invoice

Example: $3,151.67

Invoice Amount Paid

{{job.invoice | paid}}

Total amount the client has paid on the invoice so far

Example: $2,140.82

Invoice Discount

{{job.invoice | discountTotalFormatted}}

Total dollar amount discounted from the invoice

Example: $259.00

Invoice Item Names & Amounts

{{job.invoice | packageItems:true}}

Table that displays the invoice item name, description, quantity, unit price, tax, and subtotal for each line item

Example:

Invoice Item Names & Descriptions

{{job.invoice | invoiceItemNamesDesc}}

Displays the line item name followed by a bulleted list description of the line item

Example:
Business Package

Invoice Item Names

{{job.invoice.items | packageItemNames}}

Name of each item name with line breaks

Example:
Business Package
A/B Add-on

Invoice Number

{{job.invoice.number}}

The invoice number listed in Dubsado

Example: 23

Invoice Payment Plan

{{paymentSchedule | paymentScheduleFilter}}

Table that displays the Due date and Amount due for each installment of the invoice payment plan

Example:

Invoice Title

{{job.invoice.title}}

Title of the invoice if you manually changed it

Name

Smart field

Description

Full Name

{{user.name}}

Your first and last name (Settings >> Login settings)

First Name

{{user.contact.firstName}}

Your first name (Settings >> Login settings)

Last Name

{{user.contact.lastName}}

Your last name (Settings >> Login settings)

Business Email

{{brand.email}}

Your business email (Settings >> Branding)

Phone

{{brand.phone}}

Your phone number (Settings >> Branding)

Logo

{{brand.logo | logo}}

Your uploaded logo image (Settings >> Branding)

Business Name

{{brand.name}}

The name of your brand (Settings >> Branding)

Business Address

{{brand.address | address}}

The address of your business with line breaks (Settings >> Branding):

Line 1

Line 2

City, State/Prov Zip/Postal

Example:

123 Main St

Suite 102

Burbank, CA 91502

Email Signature

{{brand.emailTemplate.signature}}

Displays your email signature (Templates >> Canned Emails >> Signature)

Name

Smart field

Example

Date & Time

{{curDate | medium}}

US: Feb 9, 2021 1:30:00 PM

International: Feb 9 13:30:00

Long Date

{{curDate | longDate}}

US: February 9, 2021

International: 9 February 2021

Medium Date

{{curDate | mediumDate}}

US: Feb 9, 2021

International: 9 Feb 2019

Short Date

{{curDate | shortDate}}

US: 2/9/21

International: 02/09/21

Time

{{curDate | shortTime}}

12 hour: 1:30 PM

24 hour: 13:30

Name

Smart field

Description

Invoice Link

{{job | invoiceLink}}

Button that links to the primary invoice

Example:

Contract Link

{{job | contractLink}}

Button that links to the project’s contract. Default text displays the contract title

Example:

Portal Link

{{client | portalLink}}

Button that links to the client portal

Example:

Portal Password

{{client | portalPassword}}

Displays the password to the client portal as text

Example: joedubsado123

Form Link

{{form | formLink}}

Button that links to a sub-agreement, questionnaire, or proposal. Default text displays the form title

Example:

Scheduler Link

{{scheduler | schedulerLink}}

Button that links to a scheduler

Example:

Scheduler Group Link

{{schedulerGroup | schedulerGroupLink}}

Button that links to a scheduler group

Example:

Name

Smart field

Description

Package Name

{{package.name}}

Name of the package as it appears listed under Templates >> Packages

Package Total With Tax

{{package.items | invoiceTotal : false | currency}}

Total cost of the package, including tax

Example: $500.00

Package Total No Tax

{{package.items | invoiceTotal : true | currency}}

Total cost of the package before tax

Example: $500.00

Package Tax Total

{{package.items | invoiceTaxTotal | currency}}

Sum of all tax charged in the package

Example: $8.59

Package Item Names & Amounts

{{package.items | packageItems}}

Displays a table with the item name, description, quantity, unit price, tax, and subtotal for each line item in the package

Example:

Package Item Names & Descriptions

{{package.items | packageItemNamesDesc}}

Displays the line item name followed by a bulleted list description for each line item in the package

Example:

Basic Package -

Package Item Names

{{package.items | packageItemNames}}

Name of each item in the package, with line breaks:

Line item 1

Line item 2

Example:

Basic Package

Warranty

Name

Appearance

Description

Quantity

Editable quantity box for the client to type in their desired quantity for the package

Entering a quantity selects the package (no other checkbox or button is needed)

Large Checkbox

Large checkbox for the client to select the package

Small Checkbox

Small checkbox for the client to select the package

Button

The default button on new packages. Default text is "Select"

Name

Smart field

Description

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

Example: Becca Berg — Consultation Call

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 lasts, pulled from Appointment duration

Example: 30 minutes

Appointment Start Date

{{appointment.start | mediumDate}}

Start date of the appointment (MMM D, YYYY)

Example: February 9, 2023

Appointment End Date

{{appointment.end | mediumDate}}

End date of the appointment (MMM D, YYYY)

Example: February 9, 2023

Appointment Start Time

{{appointment.start | shortTime}}

Start time of the appointment (H:MM) along with the client's timezone

Example: 3:30 PM (PST)

Appointment End Time

{{appointment.end | shortTime}}

End time of the appointment (H:MM) along with the client's timezone

Example: 3:30 PM (PST)

Appointment Cancellation Reason

{{appointment.cancelled.reason}}

Cancellation reason provided by the client when they cancel an appointment. This only works in the Appointment Cancelled default canned email template

Appointment Reschedule Button

{{appointment | appointmentRescheduleBtn}}

Button in your brand color that allows the client to reschedule their own appointment

Example:

Appointment Cancel Button

{{appointment | appointmentCancelBtn}}

Button that allows the client to cancel their own appointment. Color can't be changed

Example:

Appointment Conferencing Link

{{appointment | appointmentConferencingLink}}

Clickable link to a video conferencing link generated by the scheduler

You'll need video conferencing connected to Dubsado and turned on in the scheduler template

Example:

Add to Calendar Link

{{appointment | calendarLink}}

Clickable link for the client to add a scheduled appointment to their calendar

Example:

Name

Smart field

Description

Title

{{form.title}}

Displays the form title as text as seen within the form in Templates >> Forms

Example: Design Co Questions

Link

{{form | formLink}}

Button that links to a sub-agreement, questionnaire, or proposal. Default text displays the form title

Example:

Type

{{form.kind}}

Displays the type of form you are sending as text, either "sub agreement", "questionnaire", or "proposal"

Expiration Date

{{form.expiryDate | mediumDate}}

Expiration date of the form, if specified in Form settings

This only works in the Form Reminder email template found in Templates >> Canned Emails >> Edit Templates

Name

Smart field

Description

Due Date

{{scheduledPayment | paymentDueDate : job}}

Due date of payment (M/D/YY). Will include a relative trigger if there is one

Example with a relative trigger: 2/18/21 - 30 day(s) before project start date

Example without a relative trigger: 2/18/21

Due Date - Simple

{{scheduledPayment | paymentDueDate : job : true}}

Due date of payment only (M/D/YY)

Example: 2/18/21

Amount Due

{{scheduledPayment | paymentAmountDue : job.invoice.schedule : job.invoice}}

Amount due and relative percentage of remaining invoice

Example: $900.00 - 50% of remaining invoice

Amount - Simple

{{scheduledPayment | paymentAmountDueSimple : job.invoice.schedule : job.invoice}}

Amount due only, without the percentage of remaining invoice

Example: $900.00