Template Reference Fields

Reference Fields (aka "keys") are fields utilized in a Template that take reference from somewhere else in the estimate or database.

Here are a list and description of currently available Fields.

Common Fields

• {AdditionalNotes}
  • This field will print the Proposal Notes from the Proposals tab for the estimate.
• {BigLogo}
  • This field will print a large version of the company logo
• {Break}
  • This will insert a line break (blank line) useful for spacing
• {CompanyAddress}
  • This will insert your company address, from company settings.
• {CompanyEmail}
  • This will insert your company email, from company settings.
• {CompanyName}
  • This will insert your company name, from company settings.
• {CompanyPhone}
  • This will insert your company phone, from company settings.
• {ContactAddress}
  • This will insert the address of the contact selected in your estimate on the information tab.
• {ContactEmail}
  • This will insert the email of the contact selected in your estimate on the information tab.
• {ContactName}
  • This will insert the name of the contact selected in your estimate on the information tab.
• {CustomerAddress}
  • This will insert the address of the customer selected in your estimate on the information tab.
• {CustomerName}
  • This will insert the name of the customer selected in your estimate on the information tab.
• {DollarAmount}
  • This will insert the SELL price of your estimate as a number
• {EstNumber}
  • This will insert the estimate number
• {EstimateDate}
  • This will insert the date of your estimate
• {EstimateType}
  • This will insert the estimate type selected in your estimate
• {ExclusionsList}
  • This will insert all your exclusions that are active in the proposals tab of your estimate.  This will insert them as a comma-separated list in paragraph format.
• {JobAddress}
  • This will insert the address of the SITE selected in your estimate on the information tab.
• {JobName}
  • This will insert the job name (estimate name)
• {PageBreak}
  • This field will insert a page break.
• {RevisionNumber}
  • This field will insert the estimate revision number from the proposals tab.
•  {SalesRepEmail}
  • This field will insert the sales rep (user) email address.
•  {SalesRepPhone}
  • This field will insert the sales rep (user) phone number.
• {SalesRep}
  • This field will insert the sales rep (user) name.
• {ServiceManager}
  • This field will insert the selected managers' names, from the proposals tab.
• {SiteAddress}
  • This field will inset the SITE address from the estimate information tab.
• {SiteName}
  • This field will insert the SITE name from the estimate information tab.
• {SmallLogo}
  • This field will print a small version of the company logo
•  {WrittenAmount}
  • This will insert the SELL price of your estimate as a written sentence.

Quick Estimate Specific Fields

• {EstimateDate}
  • This field will insert the estimate date from the proposals tab
• {EstimateType}
  • This field will insert the estimate type from the information tab
• {EstNumber}
  • This field represents the estimate number.
• {ScopeOfWorkDesc}
  • This field represents the typed scope of work, generated from the Group Names and Proposal Line Descriptions.  This only includes the description.
  • 
• {ScopeOfWorkNC}
  • This field represents the Scope of Worktable with no costs shown in it.
  • 
• {ScopeOfWork}
  • This field represents the typed scope of work, generated from the Group Names and Proposal Line Descriptions.  This includes QTY, Cost each and total cost
  • 
• {TMBreakoutNC}
  • This field will display a breakdown of Sell Prices based on the Department without showing costs or markups.  As a secondary measure, this field will NOT populate unless it is both in the Template and also the include T&M breakout checkbox on the proposal tab is checked.
  • 

•   {TMBreakout}

• • This field will display a breakdown of Sell Prices based on the Department. As a secondary measure, this field will NOT populate unless it is both in the Template and also the include T&M breakout checkbox on the proposal tab is checked.
  • 

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  Maintenance Estimate Specific Fields

• {AddOnTable}
  • This field will represent a table of the Add On’s in the maintenance estimate
• {BeltTable}
  • This field will represent a table of the Belts included in the maintenance estimate
• {BillingFrequencyDescription}
  • This field will represent the selected billing frequency (written) as selected on the proposals tab. (ie – Quarterly)
• {BillingFrequencyNumber}
  • This field will represent the selected billing frequency (number) as selected on the proposals tab. (ie – 4)
• {ContractStartDate}
  • This field will represent the selected start date as selected on the proposals tab.
• {ContractTerm}
  • This field will represent the selected contract term as selected on the proposals tab. (ie – 1 year)
• {EquipmentTable}
  • This field will represent a table of the Equipment included in the maintenance estimate
• {EstNumber}
  • Thie field represents the Estimate Number
• {EstimateDate}
  • This field represents the estimate date
• {EstimateType}
  • This field will insert the estimate type from the information tab
• {FilterTable}
  • This field will represent a table of the Filters included in the maintenance estimate
• {SellPricePerFrequency}
  • This field represents the total contract sell price divided by the billing frequency (price per billing frequency)
• {TotalBeltsCount}
  • This field will represent a total number of belts included in the maintenance estimate
• {TotalFiltersCount}
  • This field will represent a total number of filters included in the maintenance estimate
• {Tasking}
  • This field will represent a table of the Equipment Specific Tasking Sheets included in the maintenance estimate