Templates are HTML documents with special variables that are replaced dynamically during render.

Template Usage

Job Variables

Appointment Variables

Other Variables

Template Usage

Template variables must be inclosed in double braces, ex {{variable_name}}

Below is a sample template that can be used to deliver a Web Quote result to a customer:

<p>Thank you for choosing {{RetailerName}}.</p>
<h3>Your Vehicle</h3>
<table>
<tbody>
<tr>
<td>Year</td>
<td>{{vehicle_year}}</td>
</tr>
<tr>
<td>Make</td>
<td>{{vehicle_make}}</td>
</tr>
<tr>
<td>Model</td>
<td>{{vehicle_model}}</td>
</tr>
<tr>
<td>&nbsp;</td>
<td>{{vehicle_description}}</td>
</tr>
<tr>
<td>Glass</td>
<td>{{Items_Description}}</td>
</tr>
</tbody>
</table>
<h3>Your Price</h3>
<p><span class="price">${{invoice_amount}}</span>&nbsp;</p>

Job Variables

Variables for values that are part of a job or invoice

Variable

Description

account_agent_info

account_agent_phone

account_auth_no

account_balance_due

account_company

Name of Company tied to Invoice

account_company_id

ID of Company tied to Invoice

account_deductible

Amount customer owes

account_dol

Date of Loss

account_pid

account_policy_no

Customer's Insurance Policy No.

agent_name

Name of Company/agent that referred the job

billing_account_id

ID of Company/agent that referred the job

campaign

Campaign for Attribution

carid

causeofloss

customer_account_id

customer_address

Address (number and street name)

customer_alternate_phone

Additional phone number

customer_city

City of customer

customer_email

Customer Email address

customer_email_opt_out

Flag for whether or not the customer has an email address

customer_fname

Customer first name

customer_phone

Customer phone number

customer_policyholder

customer_sms

Whether customer accepts SMS messaging

customer_state

State of customer

customer_surname

Customer surname

customer_zip

date

Date job was invoiced

date_accepted

date_closed

date_created

Date the job was created

date_wo

Date the job first became a work order

dispatch_id

freight_cost

guid

house_account_authorization

id

Job number

inspection

invoice_addl_rp

invoice_amount

invoice_balance

invoice_first_rp

invoice_no

invoice_payment_received

invoice_status

NS=Not Submitted, SE=Submitted, AK=Acknowledged, AC=Accepted, RJ=Rejected, PD=Paid, VO=Void

invoice_tax

job_status

RE=Referral, QO=Quote, WO=Work Order, IV=Invoice, CL=Closed, VO=Void

labor_cost

location_id

ID for the location associated with this Invoice/Job

medium

Medium for Attribution

mobile_flag

notes

original_invoice_id

Original Invoice ID for the warranty job

parts_cost

payment_method

pricing_profile_id

ID of Pricing Profile used

processor

qb_sent

referrer

Referrer for Attribution

repair_locations

salesman_1

salesman_1_commission

salesman_1_id

CSR employee_number

salesman_2

salesman_2_commission

salesman_2_id

Dispatcher employee_number

salesman_3_id

Biller employee_number

salesman_4_id

Sales Rep employee_number

SalesRepName

SalesRepEmail

SalesRepPhone

signature

source

station

time

vehicle_chips_no

vehicle_description

Any additional description

vehicle_make

Car Make

vehicle_model

Car Model

vehicle_odometer

Total miles on car

vehicle_plate

License Plate No.

vehicle_unit_no

Car No. (within a fleet)

vehicle_vin

VIN

vehicle_year

Car Year

warranty_reason

Reason warranty job is being performed

Appointment Variables

Variable

Description

appointment_guid

AppointmentDate

AppointmentTime

AppointmentWindow

EstimatedArrivalWindow

ETA1

Gives 1-hour estimated arrival window if appointment is not in-shop, appointment start time if it is

ETA2

Gives 2-hour estimated arrival window if appointment is not in-shop, appointment start time if it is

ServiceAddress

The address where the service will take place

ServiceType

Whether the appointment is mobile or in shop

SurveyURL

technician_id

technician_name

Name of the technician assigned to the appointment

technician_phone

TechnicianURL

URL a technician can use to get to the job

Other Variables

Variable

Description

folder

Your Omega account name e.g. "stacysautoglass"

location_name

Name of the location associated with this Invoice/Job

Logo

Your logo

RetailerName

RetailerTelephone

message

Used mostly for error messages

PaymentLink

A link the recipient can click to make a payment for the job

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