Templates are HTML documents with special variables that are replaced dynamically during render.
Template Usage
Template variables must be inclosed in double braces, ex {{variable_name}}
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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> </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> </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 |