A List of Variable Names in Mind That

Variable Names are automatically generated tags when you create Custom Fields. These variable names are used to create templates and automate workflows for effective and efficient processes. This guide will list all the default variable names in your workspace across all record types.

Warning It is important to note that not all workspaces and accounts will have the same list of variable names. You can create custom variable names when you create custom fields. Learn more about Custom Fields.

Record Types

Job

Custom Field Variable Name
Job Title {{title}}
Order Number {{job.reference}}
Job Description {{job.description}}
Estimated Budget {{budget_amount}}
Budget Variance {{budget_variance}}
Requested by First Name {{requested_by_firstname}}
Requested by Last Name {{requested_by_lastname}}
Requested by Email {{requested_by_email}}

Work Orders

Custom Field Variable Name
Work Order/Vendor Specific Description {{instruction}}
Expected Completion Date {{due}
Date Completed {{completed_at}}
Work Order Budget {{budget}}
Recurring Job {{recurring_days}
Vendor Confirmed {{vendor_confirmed}}
Vendor Completed {{vendor_completed}}

Sites

Custom Field Variable Name
Phone {{phone}}
Address 1 {{address1}}
Address 2 {{address2}}
City {{city}}
Site {{name}}
Region {{region}}
Postcode {{postcode}}
Email {{email}}

Vendors

Custom Field Variable Name
Mute System Emails {{mute}}
Vendor Name {{vendor.name}}
Website Address {{website}}
Primary Email {{primary_email}}
Billing Email {{billing_email}}
Primary Phone {{primary_phone}}
Emergency Phone {{emergency_phone}}
Address Line 1 {{vendor.address1}}
Address Line 2 {{vendor.address2}}
Region {{vendor.region}}
City {{vendor.city}}
Postcode {{vendor.postcode}}

Tenants

Custom Field Variable Name
Mute System Emails {{mute}}
Tenant Name {{tenant.name}}
Website Address {{website}}
Primary Email {{primary_email}}
Billing Email {{billing_email}}
Primary Phone {{primary_phone}}
Emergency Phone {{emergency_phone}}
Address Line 1 {{tenant.address1}}
Address Line 2 {{tenant.address2}}
Region {{tenant.region}}
City {{tenant.city}}
Postcode {{tenant.postcode}}

Contacts

Custom Field Variable Name
Mute System Emails {{mute}}
First Name {{firstname}}
Last Name {{lastname}}
Email {{email}}
Phone {{phone}}

Documents

Custom Field Variable Name
Type {{documentation_type_id}
Valid From {{valid_from}}
Name {{name}}
Expires {{expires}}
Verified {{verified}}

Bills Payable

Custom Field Variable Name
Type {{documentation_type_id}
File Upload {{attachment_id}}
Valid From {{valid_from}}
Name {{name}}
Expires {{expires}}
Verified {{verified}}