What are variables?
Variables are pre-set options you can add to your message to help fill in the 'blanks'.
For example, if you want your invoice or estimate default content to always address your customer personally, rather than having to manually fill in that blank you can use the 'Customer First Name' variable to allow our system to auto-fill that information for you.
What do different variables mean?
Description of Variable
This is your company or business name that you have outlined in your 'Company Profile' section
Customer first name
This is the field called 'First Name' from the contact info of the customer who you have created a job or estimate for
Customer last name
This is the field called 'Last Name' from the contact info of the customer who you have created a job or estimate for
This will autofill the due terms of your invoice, for example 'Net 30', 'Upon Receipt', 'Upon Completion' etc.
Invoice Number/ Estimate Number
The number that is generated for the job/invoice you are sending out to a customer
The total price value of a job
Your customer's service address
Customer billing address
The customer's designated billing address (if applicable)
Total estimate value
The total price value of your estimate
Estimate option value low
The lowest price value range of your estimate
Estimate option value high
The highest price value range of your estimate
Best practice tips
We highly encourage you to only use variables in your default messaging that you are consistently using. For example, if you do not always fill out the 'billing' address field for all your customers that is not a variable we recommend using.
If for any reason, you have added a variable that is blank for a particular scenario, you will need to adjust your messaging ahead of sending out your invoice or estimate to fill in additional details.
Certain variables are only available on the email body and not for the SMS or subject line section due to their estimated character length
There are variables that are only available for estimates and not invoices and vice versa (ex. Estimate option value high)
If there are additional variables you'd like our team to consider please submit a Pro Vote via the blue chat bubble in the bottom right hand corner of the dashboard.
For additional support or questions, please chat in via the blue chat bubble in the bottom right hand corner of the web portal.