Button Display

Text To Display

{{ visit.public_proposal_button }}

{{ visit.public_invoice_button }}

{{ visit.public_prepay_button }}

Liquid Alias

Description

:visit_all_emails:

Client's and Contact's Email. *Note: For a Contact's email to auto-populate in the "To" field, the Contact must be added to the Job.

:visit_primary_emails:

Client's Email

:visit_all_names:

Client's and Contact's Name. *Note: For a Contact's email to auto populate in the "To" field, the Contact must be added to the Job.

:visit_primary_names:

Client's Name

{{ visit.client.first_name }}

Client's First Name (Only)

Liquid Alias

Description

:current_user_name:

Current User's Full Name

:current_user_first_name:

Current User's First Name

:current_user_email:

Current User's Email

:current_user_office:

Current User's Office Phone Number

:current_user_mobile:

Current User's Mobile Phone Number

:current_user_custom_field_displays_title:
​*Name of custom input in this example is "Title"*

User-Level Custom Input

Liquid Alias

Description

:all_emails:

Email addresses for all Clients and Contacts associated with the visit/job/invoice. *Note: The contact must be added to the Job for this liquid code to auto-populate both the Client and Contact email address in the "To" field.

:primary_emails:

Email addresses for all Clients associated with visit/job/invoice (contacts email if no client)

:client_email:

Email address associated with visit/job/invoice (usually client) or client email address

Liquid Alias

Description

:invoice_balance:

Remaining Invoice Balance

${{ invoice.balance | money }}

Invoice Balance - full balance

${{invoice.balance | times: 0.25 | money}}

Invoice Balance - partial
Balance present percentage as decimal

:invoice_total:

Invoice Total with Tax included

{{ visit.job.client.invoices_balance }}

Total balance due including unpaid amount from previous invoices

Liquid Alias

Description

:visit_online_proposal_link:

Customer can view, accept, and make deposit payments for proposal

:visit_proposal_pdf_url:

Customer can view proposal in pdf form

:visit_work_order_pdf_url:

Customer can view work order in pdf form

:visit_online_invoice_link:

Customer can view portal and pay invoices

:visit_invoice_pdf_url:

Customer can view invoice pdf

Liquid Alias

Description

:job_location_street_address:

Job Location's Street and Number

:job_location_city:

Job Location's City

:job_location_state:

Job Location's State

:job_location_zip:

Job Location's Zip Code

Liquid Alias

Description

:all_names:

Names for all contacts and client associated with the object

:primary_names:

Names for all contacts associated with the object (client email if no contacts)

:client_name:

Client name

Liquid Alias

Description

:visit_client_notes:

Client notes attached on a visit level

:job_client_notes:

Client notes attached on a job level

:visit_crew_notes:

Crew notes attached on a visit level

:job_crew_notes:

Crew notes attached on a job level

:visit_internal_notes:

Internal notes attached on a visit level

:job_internal_notes:

Internal notes attached on a job level

Liquid Alias

Description

:client_mobile:

Client's mobile number

:account_doc_phone:

Phone number associated with account

Liquid Alias

Description

:job_reference_number:

Job reference number

:visit_reference_number:

Visit reference number

:reference_number:

Reference number

:job_name:

Job name

:visit_name:

Visit name

:account_inc_name:

Account inc name

:visit_job_custom_field_displays_pets:
​*Name of custom input in this example is "Pets"*

Job-Level Custom Input

{{job.operation.name}}

Job Level Operation

Liquid Alias

Description

:sales_rep_name:

Assigned Sales Rep's Full Name

:sales_rep_first_name:

Assigned Sales Rep's First Name

:sales_rep_email:

Assigned Sales Rep's Email

:sales_rep_office:

Assigned Sales Rep's Office Phone Number

:sales_rep_mobile:

Assigned Sales Rep's Mobile Phone Number

Liquid Alias

Description

:task_start:

If referencing a specific task object, this will render the task start date and time, if referencing a job with tasks, it will render the first onsite tasks start date and time

:task_start_date:

If referencing a specific task object, this will render the task start date, if referencing a job with tasks, it will render the first onsite tasks start date

:task_start_time:

If referencing a specific task object, this will render the task start time, if referencing a job with tasks, it will render the first onsite tasks start time

Liquid Alias

Description

:visit_start_date:

Short Visit Date- (MM/DD/YYYY)

{{ visit.start | date: "%A, %B %e, %Y" }}

Long Visit Date- Day, Month DD, YYYY

:visit_start_time:

Visit Time (12 hour)- 3:00PM

{{visit.location.address }}, {{ visit.location.city }}

Visit Location- street address, city

Liquid Alias

Description

Display Example

{{ visit.wind_speed }}

Wind Speed

Wind Speed: 17.77

{{ visit.wind_direction_compass }}

Wind Direction

Wind Direction: S

{{ visit.wind_gust }}

Wind Gust

Wind Gust: 30.34

{{ visit.temperature }}

Temperature

Temperature: 79.14

{{ visit.weather_updated }}

Recorded as Y/M/D H:M:S

Recorded at 2023-03-07 11:10:07 -0500