Trying to find information on a specific smart field? You've come to the right place! This is a list of every single smart field in Dubsado, organized by the headings in the Smart Field menu.

👋 Here's a tip... if this is the first time you're seeing the term smart field, check out this article for an introduction to what they are and what they do!

⛔ Hold on! Always insert smart fields using the smart field menu. Do not copy and paste the smart fields from this article, because it may cause an error.


In this article


Project smart fields

Project smart fields can autofill basic information about the project in any form or email that you send through a project.

Project title and date

These smart fields autofill the project title and date, located at the top of the project sidebar.

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

👋 Here's a tip... date and time formatting will follow your local conventions based on the timezone set under Settings >> International Settings.

Project location

These smart fields autofill information from the project address, which is set further down in the project sidebar, below the Portal section.

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


Client smart fields

Client smart fields autofill basic information about the client and are very useful when creating contract and canned email templates! All of the information is pulled from the client profile in the address book, which you can see a preview of in the project sidebar.

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:

Shipping Address

{{client.shippingAddress | address}}

shipping address in the client profile, with line breaks


Invoice smart fields

Invoice smart fields autofill information from the primary invoice on a project. If there are multiple invoices on a project, these smart fields will only pull information from the invoice marked as primary.

👋 Here's a tip... you can use invoice smart fields in a contract template that is attached to a proposal. When the client submits the proposal, the invoice will be generated, and the smart fields will autofill the invoice details on the contract.

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 Item Names & Amounts

{{job.invoice.items | packageItems:true}}

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

Example (click to zoom):

Invoice Item Names

{{job.invoice.items | packageItemNames}}

name of each item on the invoice, with line breaks

Example:

Invoice Payment Schedule

{{paymentSchedule | paymentScheduleFilter}}

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

Example (click to zoom):

Invoice Title

{{job.invoice.title}}

title of the invoice, if you have manually changed it


Business smart fields

Business smart fields autofill information about you, the business owner. They are pulling from your brand information, which can be edited within your brand and login settings, unless otherwise noted.

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

⚠️ Heads up! Business smart fields will not autofill information about multi-users added to your brand. They will only pull in information about the brand owner.


 

Date smart fields

Date smart fields will autofill the current date and time. For example, if you have a date smart field in your contract template, and you add that contract to a project on June 3, the date will fill in as June 3 and remain that way.

Date and time formatting will follow your local conventions based on the timezone set under Settings >> International Settings.

For all of the following examples, the date is February 9, 2021 at 1:30 PM.

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

Smart field links 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.

👋 Here's a tip... check out our in-depth article on smart field links!

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


Package smart fields

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

Package information

These smart fields display information about the package, similar to invoice smart fields

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

Example (click to zoom):

Item Names & Descriptions

{{package.items | packageItemNamesDesc}}

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

Example (click to zoom):

Item Names

{{package.items | packageItemNames}}

name of each item in the package, with line breaks

Example:

Package selection buttons

These smart fields display something that your client can click on to select a package. Which one you use for each package is mostly up to your personal taste!

👋 Here's a tip... add your own text above or beside quantity and checkboxes for the best effect!

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"


Appointment smart fields

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

  • A custom canned email that will be set 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.

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


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 through a project manually or with a workflow.

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.


Payment schedule smart fields

Payment schedule smart fields will only work in a canned email set as a payment reminder in 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 work.

Name

Smart Field

Description

Due Date

{{scheduledPayment | paymentDueDate : job}}

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

Example:

Due Amount

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

amount due and relative percentage of remaining invoice

Example:

Due Amount (simple)

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

amount due only, without the percentage

Example:

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