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Template Variables
Template Variables

How to use variables in your templates

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Written by Josh Schwermer
Updated over a week ago

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>&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

sku

SKU of primary glass part on job

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

Location Variables

Variable

Description

LocationName

Name of the location associated with this Invoice/Job

LocationAddress

Street address of the location associated with this Invoice/Job, including city, state, and ZIP

LocationEmail

Email address of the location associated with this Invoice/Job

LocationTelephone

Phone number of the location associated with this Invoice/Job

Other Variables

Variable

Description

folder

Your Omega account name e.g. "stacysautoglass"

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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