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Job Merge Fields for Templates

You can populate your file templates with Jobs data in Xero Practice Manager or WorkflowMax using the below merge fields.

[JOB:NAME] 

JOB NAME

[JOB:ID] 

JOB ID

[JOB:DESCRIPTION]    

JOB DESCRIPTION

[JOB:STATE]   

JOB STATE

[JOB:CLIENTORDERNUMBER]  

JOB CLIENT ORDER NUMBER

[JOB:BUDGET]   

JOB BUDGET

[JOB:TYPE]                  

JOB TYPE

[JOB:STARTDATE]   

JOB START DATE

[JOB:DUEDATE] 

JOB DUE DATE

[JOB:COMPLETEDDATE] 

JOB COMPLETED DATE

[JOB:CLIENTNAME] 

JOB CLIENT NAME

[JOB:CONTACTNAME] 

JOB CONTACT NAME

[JOB:MANAGERNAME] 

 JOB MANAGER NAME

[JOB:PARTNERNAME]  

JOB PARTNER NAME

[JOB:ASSIGNEDNAME]   

JOB ASSIGNED NAME

Want to know how to insert merge fields into your file templates when using Xero Practice Manager? Find out here: Xero Merge Fields for Templates

Want to know how to insert merge fields into your file templates when using Karbon? Find out here: Karbon Merge Fields for Templates