Name

Smart Field

Description

Project Title

{{job.title}}

title of the project

Project Start

{{job.start | mediumDate}}

starting date (MMM D, YYYY) of the project

Example:

Project Start Time

{{job.start | shortTime}}

starting time (H:MM) of the project

Example:

Project End

{{job.end | mediumDate}}

ending date (MMM D, YYYY) of the project

Project End Time

{{job.end | shortTime}}

ending time (H:MM) of the project

Name

Smart Field

Description

Address

{{job.address | address}}

project location address, with line breaks

Example:

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 Contact Email

{{client.altContact.email}}

email of the alternate contact

Alt Contact Phone

{{client.altContact.phone}}

phone number of the alternate contact

Company Name

{{client.company.name}}

company name in the client profile

Address

{{client.address | address}}

address in the client profile, with line breaks

Example:

Address - Compact

{{client.address | address : true}}

address in the client profile, all on one line

Example:

Shipping Address

{{client.shippingAddress | address}}

shipping address in the client profile, with line breaks

Name

Smart Field

Description

Invoice Total

{{job.invoice | total}}

total invoice amount, including tax

Invoice Subtotal

{{job.invoice | subtotal}}

invoice subtotal, before taxes and discounts

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 Discount

{{job.invoice | discountTotalFormatted}}

total dollar amount discounted on the invoice

Invoice Item Names & Amounts

{{job.invoice | packageItems:true}}

table with the item name, description, quantity, unit price, tax, and sub total for each line item

Invoice Item Names & Descriptions

{{job.invoice | invoiceItemNamesDesc}}

line item name followed by bulleted list description for each line item on the invoice

Invoice Item Names

{{job.invoice.items | packageItemNames}}

name of each item on the invoice, with line breaks

Invoice Number

{{job.invoice.number}}

the number of the invoice in Dubsado

Invoice Payment Plan

{{paymentSchedule | paymentScheduleFilter}}

table with due date and amount due for each installment of the invoice payment plan

Invoice Title

{{job.invoice.title}}

title of the invoice, if you have manually changed it

Name

Smart Field

Description

Full Name

{{user.name}}

your full name

First Name

{{user.contact.firstName}}

your first name

Last Name

{{user.contact.lastName}}

your last name

Phone

{{brand.phone}}

phone number listed in your brand settings

Logo

{{brand.logo | logo}}

business logo image uploaded in your brand settings

Business Name

{{brand.name}}

name of your brand that you set in your brand settings

Business Address

{{brand.address | address}}

address listed in your brand settings

Email Signature

{{brand.emailTemplate.signature}}

displays the email signature that you have saved in Templates >> Canned Emails >> Signature

Name

Smart Field

Example

Date & Time

{{curDate | medium}}

Long Date

{{curDate | longDate}}

Medium Date

{{curDate | mediumDate}}

Short Date

{{curDate | shortDate}}

Time

{{curDate | shortTime}}

Name

Smart Field

Description

Invoice Link

{{job | invoiceLink}}

button link to primary invoice

Contract Link

{{job | contractLink}}

button link to project contract

Portal Link

{{client | portalLink}}

button link to client portal

Portal Password

{{client | portalPassword}}

displays the password to the client portal as text

Form Link

{{form | formLink}}

button link to a form (sub agreement, questionnaire, or proposal)

Scheduler Link

{{scheduler | schedulerLink}}

button link to a scheduler

Scheduler Group Link

{{schedulerGroup | schedulerGroupLink}}

button link to a scheduler group

Name

Smart Field

Description

Package Name

{{package.name}}

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}}

table with the item name, description, quantity, unit price, tax, and sub total for each line item in the package

Item Names & Descriptions

{{package.items | packageItemNamesDesc}}

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

Item Names

{{package.items | packageItemNames}}

name of each item in the package, with line breaks

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, large button that reads "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:

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

Example:

Appointment Start Date

{{appointment.start | mediumDate}}

start date (MMMM D, YYYY) of the appointment

Example:

Appointment End Date

{{appointment.end | mediumDate}}

end date (MMMM D, YYYY) of the appointment

Appointment Start Time

{{appointment.start | shortTime}}

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

Example:

Appointment End Time

{{appointment.end | shortTime}}

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

Appointment Cancellation Reason

{{appointment.cancelled.reason}}

cancellation reason provided by the client when they cancel an appointment.

⚠️ Heads up! 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

Appointment Cancel Button

{{appointment | appointmentCancelBtn}}

red button that allows the client to cancel their own appointment

Appointment Conferencing Link

{{appointment | appointmentConferencingLink}}

clickable link to video conferencing session generated by the scheduler if you have video conferencing connected and turned on in the scheduler template

Add to Calendar Link

{{appointment | calendarLink}}

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

Name

Smart Field

Description

Title

{{form.title}}

title of the form as you named it, usually the title of the form as seen under Templates >> Forms

Form Link

{{form | formLink}}

button link to a form (sub agreement, questionnaire, or proposal)

Form Type

{{form.kind}}

type of form you are sending, either "sub agreement," "questionnaire," or "proposal"

Form Expiration

{{form.expiryDate | mediumDate}}

expiration date of the form, if specified in the form settings

⚠️ Heads up! This only works in the Form Reminder default canned email template.

Name

Smart Field

Description

Due Date

{{scheduledPayment | paymentDueDate : job}}

due date (M/D/YY) of payment, including relative trigger if there is one

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

Due Date - Simple

{{scheduledPayment | paymentDueDate : job : true}}

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

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

Example: $900.00