Smart Fields or Autofill or Variables are all good words for putting an "action" in any form or email and having it autofill to the correct info pertaining to the particular job or client.

For example, say you have your canned emails but instead of going in and personalizing them each time, just tell the program to put the "clients name" or "date of job", etc... and upon sending it will autofill in that information so that it looks like you took such time to personalize this!

Here is a list of things that can be autofilled for you:

Job Title
 Job Start Date & Time
 Job End Date & Time
 Client's Full Name
 Client's First Name
 Client's Last Name
 Alternate Contact First Name
 Alternate Contact Last Name
 Client's Phone
 Client's Company Name
 Client's Address
 Client's Shipping Address
 Invoice Total
 Invoice Remainder
 Invoice Amount Paid
 Link to Invoice
 Link to Contract
 Link to Portal
 Portal Password
 Your Full Name
 Your First Name
 Your Last Name
 Your Phone
 Your Logo
 Your Business Name
 Your Business Address

All these amazing variables can be applied to emails, canned emails, forms, contracts, and in any email or form you send in workflow.

Using them is simple. In the email or form you are in, the text box will show something similar to this:

JOB, CLIENT, INVOICE, LINKS, and BUSINESS INFO are the categories of different variable options. Just put them in your email or form and you are set.

For CANNED EMAILS or FORMS/CONTRACTS:
 The variables will look something like this: #{{client.firstName}}. Don't be alarmed. That info will autofill when you send it to your client.

If you are working in an email in a specific job or to the client direct in Dubsado, by clicking the variable options, it will translate and autofill all info right before your eyes.

When adding the variables, make sure that you actually do have that info in the system. If you added a variable for the client phone number, but you don't have one in Dubsado, it will show up in the email to them as blank.
 

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