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How Placeholders work
How Placeholders work

Placeholders automatically pre-fill emails to customers

Beau O'Hara avatar
Written by Beau O'Hara
Updated over a week ago


Placeholders are used in emails for Work Orders, Invoices, Late Payment Reminders, and in Email Campaigns and Service Agreements.

A placeholder will pull the corresponding field from the customer's account into the email. They automatically pre-fill the email so you don't have to manually enter the information.

Key Points

  • Placeholders pull information from the customer's account

  • Placeholders personalize each email, Email Campaign and Service Agreement

For example, if you start the invoice email with Hi {first_name}!, the system will pull the first name of the customer from the first name field in the customer's billing page. 

This is the customer's billing page.

To insert a placeholder, click your mouse in the email template box where you want the placeholder to be. Then, on the right side of the template box, click the placeholder you want to insert.

This is a sample email template for Invoices using the placeholders {first_name} and {document_title}.

This is what it looks like when the customer receives the email.

Here is an example for the Service Report email using various placeholders:


Hi, {first_name}!

Your service for {service_list} was completed today by {technician}.

Your {document_title} is attached in this email.


You can also view it online by clicking the HERE button below:


If you have any questions you can call us at {company_phone} or email us at {company_email}.

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Have a great day,


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