What it looks like in the mobile app.
Date & Time
Current date - this is the date the PDF file is opened.
Company Details
All these fields come from your entries in Settings/Company Information.
Company name
Company phone
Company email
Company street 1
Company street 2
Company city
Company state
Company zip
Applicators license
Business license
Customer Details
All these fields come from the entries in the customer's Billing Page.
Account number
Customer name
Customer email
Billing Address
Full billing address, multi-line
Billing name
Billing attn
Billing street
Billing street 2
Billing city
Billing state
Billing zip
Billing phone
Service Address
All these fields come from the entries in the customer's Location Page.
Property name
Property type
Full property address, multi-line
Service street
Service street 2
Service city
Service state
Service zip
Service county
Service phone
Technicians
Service location number
Work Order or Estimate
These fields come from the entries in the customer's Work Order.
Po#
Work order number
Agreement
Agreement number
Initial price
Initial service
Initial subtotal
Initial tax
Initial total
Recurring price
Recurring subtotal
Recurring service
Recurring tax
Recurring total
Billing frequency (from recurring)
Billing amount (from recurring)
Billing terms (from recurring)
Quantity
Initial service instructions
Recurring service instructions
Service - service description
Service - service details
Service frequency
Tax exempt
Renewal fee
Initial service list
Recurring service list
Initial service - service description, line=1
Recurring service - service description, line=1
Initial service - service details, line=1
Recurring service - service details, line=1
Agreement date
Renewal date