There are 9 variable groups for the Work Orders and estimates document template group. These include the following: Company, Client, Order, Asset, Tables, Employees, Finance, Date, and Other. Let's consider each of them in detail.
1. Company group
Here are the document template variables from the Company group:
{Company Name} variable represents the company name you configure on the Settings > General page.
{Company Address} variable represents the company address you configure on the Settings > General page.
{Company Email} variable represents the company email address you configure on the Settings > General page.
{Company Details} variable represents the company details you configure on the Settings > General page.
{Company Note} variable represents the additional information about your company you configure on the Settings > General page.
2. Client group
The variable names correspond to the client profile field names.
{Client Phone Type} — displays the name of the phone number type from the client profile.
{Client Name} variable represents the client's full name (First name + Last name, if specified in the appropriate fields)
{Payer Name} variable represents the payer's name.
{Client Phone} variable represents the client's first phone number.
{Client Address} variable represents the client's address.
{Client Email} variable represents the client's email address.
{Client First Name} - client's first name.
{Client Last Name} - client's last name.
3. Order group
The variable names correspond to the work order form field names.
{Order Due Date} variable represents the “Due date” field value from the “General info” tab in the following format: 20 June 2020.
{Order Malfunction} variable represents the “Malfunction” field value from the “General info” tab.
{Estimated Price} variable represents the “Estimated price” field value from the “General info” tab.
{Order Manager Notes} variable represents the “Manager notes” field value from the “General info” tab.
{Urgent} variable represents the “Urgent” checkbox value from the “General info” tab. The checked checkbox returns the “Yes” value, unchecked checkbox returns the “No” value.
{Order Scheduled For} variable represents the “Scheduled for” field value from the “General info” tab in the following format: 20/06/2020 14:00.
{Order Duration} variable represents the “Duration” field value from the “General info” tab.
{Order Resource} variable represents the “Resource” field value from the “General info” tab.
{Ad Campaign} variable represents the “Ad Campaign” field value from the “General info” tab.
{Payer Name} variable represents the payer's name.
4. Asset group
{Asset Owner} variable represents the name of the owner (if the owner is a customer) or the name of your company (if you are the owner);
{Asset Warehouse} variable represents the name of the warehouse where the asset is located at the moment of printing the document.
{Asset Type} variable represents the data from the “Group” asset system field.
{Asset Brand} variable represents the data from the “Brand” asset system field.
{Asset Model} variable represents the data from the “Model” asset system field.
{Asset Modification} variable represents the data from the “Modification” asset system field.
{Asset Serial Number} variable represents the data from the “Serial Number/IMEI/VIN” asset system field.
{Asset Color} variable represents the data from the system field of the same name in the asset form.
{Asset State} variable represents the data from the system field of the same name in the asset form.
{Asset Year} variable represents the data from the system field of the same name in the asset form.
{Asset Cost} variable represents the data from the system field of the same name in the asset form.
5. Tables group
There are two virtual variable subgroups in this group: variables for table rendering and the ones for data filling.
{Work Order Table} variable generates a table with completed work order services with a pre-built set of variables and their placing (you can edit those if needed).
{Goods Order Table} variable generates the table with products from the work order with a pre-built set of variables and their placing (you can edit those if needed).
{Goods Work Order Table} variable generates the table with services and products from the work order with a pre-built set of variables and their placing (you can edit those if needed).
{Row Number} variable represents the row number.
{Product Code} variable represents the “Code” field value from the product profile.
{Product SKU} variable represents the “SKU” field value from the product profile.
{Product Name} variable represents the “Name” field value from the product profile.
{Product Description} variable represents the “Description” field value from the product profile.
{Product Client Warranty} variable represents the client warranty period for a specific product or service.
{Product UoM} variable represents the “Unit of measurement” field value from the product profile.
{Product Qty} variable represents the product or service quantity.
{Product Serial Number} variable represents the serial number for products with enabled serial accounting.
{Product Bin Location} — a variable that displays the bin from which the product was written off if you use bin locations. Please note that if the same product is added from different bins, the bin numbers will be displayed separated by commas.
{Product Warehouse} — a variable that displays the name of the warehouse from which the product was written off. Please note that if the same product is added from different warehouses, the warehouse names will be displayed separated by commas.
{Product Price Without Taxes} variable represents the product price minus taxes you can configure on the Settings > Finance > Taxes page.
{Product Price} variable presents the product price with all discounts included (if present).
{Product Price Without Discount} variable represents the price for a single product or service item you've added to the work order.
{Product Price Without Discount And Without Taxes} - the price of the product excluding taxes and discounts.
{Product Amount Without Discount} variable represents the total sum of all parts, products, and services in the work order within a target work order row.
{Product Discount Sum} variable represents the discount sum for a specific product or service item.
{Product Discount Pct} variable represents the discount percentage within a target work order row.
{Product Amount Without Taxes} variable represents the total sum of all parts, products, and services within a target work order row without taxes you can set on the Settings > Finance > Taxes page.
{Product Tax Amount} variable represents the tax value for the products, parts, and services within a target work order row.
{Product Amount} variable represents the total cost of all parts, products, and services in the work order within a target work order row with discounts applied (if present).
{Total Qty} variable represents the total quantity of work order lines.
{Total Amount Without Discount} variable represents the total sum of all parts, products, and services in the work order.
{Total Discount Sum} variable represents the discount sum of all parts, products, and services in the work order.
{Total Discount Pct} variable represents the discount percentage for all parts, products, and services in the work order.
{Total Amount Without Taxes} variable represents the total sum of all parts, products, and services in the work order without taxes you can set on the Settings > Finance > Taxes page.
{Tax Value} variable represents the tax value for all parts, products, and services in the work order.
{Tax Value Spelled Out} - the total amount of tax spelled out for used spare parts, products, and services.
{Total Amount} variable represents the total cost of all parts, products, and services in the work order with discounts applied (if present).
{Tax Name} variable displays the Tax name you can configure on the Settings > Finance > Taxes page.
{Tax Rate} variable displays the Tax rate you can configure on the Settings > Finance > Taxes page.
{Product Comment} — displays the text of a comment added to a service or product in the table.
{Subtotal} — the total amount excluding discounts and imposed taxes.
Remember: You can use “Table” group variables only within tables. “Table” group variables don't display any data outside tables scope.
6. Employees group
{Order Created By} variable displays the name of an employee that created a work order. Variable gets employee first and last names from the employee profile on the Settings > Employees page.
{Order Specialist Name} variable represents the first and last name of an employee from the “Assigned Specialist” field from the “General info” tab. The variable gets the data from the fields of the same names in the employee profile on the Settings > Employees page.
{Order Specialist Phone} variable represents the phone number of an employee from the “Assigned Specialist” field from the “General info” tab. The variable gets the data from the fields of the same names in the employee profile on the Settings > Employees page.
{Order Manager Name} variable represents the first and last name of an employee from the “Manager” field from the “General info” tab. The variable gets the data from the fields of the same names in the employee profile on the Settings > Employees page.
{Order Manager Phone} variable represents the phone number of an employee from the “Manager” field from the “General info” tab. The variable gets the data from the fields of the same names in the employee profile on the Settings > Employees page.
{Order Closed By} variable displays the name of an employee that closed a target order. The variable gets the employee's first and last names from the employee profile on the Settings > Employees page.
{Order Manager Notes} variable represents the “Manager notes” field value from the “General info” tab.
{Order Specialist Notes} variable represents the “Specialist notes” field value from the “Labor and materials” tab.
{Current User} — displays the name of the employee who is printing the document.
7. Finances group
{Estimated Price} variable represents the “Estimated price” field value from the “General info” tab.
{Estimated Price Spelled Out} variable represents the “Estimated price” field value in letters from the “General info” tab.
{Paid} variable represents the sum that the client already paid to the moment of the document printing.
{Paid Spelled Out} variable represents the sum in letters that the client already paid to the moment of the document printing.
{Invoice Total Amount} variable displays the remaining payment sum with advance payments and other payments (if relevant) included.
{Balance Due} variable displays the remaining payment sum with advance payments and other payments (if relevant) included.
{Order sum} variable displays the total work order sum.
{Currency} variable displays the currency icon you can set on the Settings > General > Company info page.
{Subtotal} — the total amount excluding discounts and imposed taxes.
8. Date group
{Order Created Date} variable displays the work order creation date in the following format: 18 June 2020.
{Order Done Date} variable displays the date of work order transfer to the “Done” group status. in the following format: 20 June 2020. The variable represents the last date of the order transition to the “Done” group status.
{Order Due Date} variable represents the date from the “Due date” field in the following format: 20 June 2020.
{Order Closed Date} variable displays the date of work order transfer to the status of Closed or Dropped off group. in the following format: 21 June 2020. The variable represents the last date of the work order transition to the status of “Closed” or “Dropped off” group.
{Today Date} variable represents the current date in the following format: 21 June 2020.
{Today Datetime} variable represents the current date and time in the following format: 21 June 2020 17:13.
{Order Scheduled for} variable represents the “Scheduled for” field value from the “General info” tab in the following format: 20/06/2020 13:00.
{Order Warranty Expiration Date} variable represents the total warranty value for all parts and services from a target work order in the following format: August 21, 2020. You can configure the warranty start date on the Settings > General > Work Orders page.
{Order Due Date Time} variable represents the date and time from the “Due date” field in the following format: 20 June 2020 16:00.
Remember: This variable will display the “No warranty” value if the work order is in the status of the New, In progress, or Pending group. In this case, transfer your work order to the Done, Closed, or Dropped off (depending on the configured settings on the Settings > General > Work Orders page).
9. Other group
{Order Number} variable represents the work order number you can configure on the Settings > Locations page.
{Order Type} variable represents the work order type field value from the “General info” tab.
{Barcode} variable represents the work order barcode generated upon work order creation. Scan the barcode into a search field to open the target work order.
{QR Code} - a variable that generates a unique QR code for the order. Scan the QR code using the Mobile App to add a photo, document or comment to the order directly from your phone.
{QR Code Client} - a variable that works similarly to the variable {Order Client URL SMS} (that is, it generates a link with brief order information for the client).
{Order Specialist URL} variable generates the link with the short work order information for your specialists.
For instance:
{Order Specialist URL SMS} variable generates the link with the short work order information for your specialist SMS notifications.
{Order Client URL} variable generates the link with the short work order information for your clients.
For instance:
{Order Client URL SMS} variable generates the link with the short work order information for your client SMS notifications.
{Order Conclusion} variable represents the value of the “Verdict/client recommendations” field from the “Labors and materials” tab.
{Order URL} is a variable that generates a direct link to the work order and opens it in the Orderry Work Orders mobile application for employees.
{Client Feedback URL} variable generates the link for the client feedback page.
{Client Feedback QR Сode} variable generates a QR-code with the link for the client feedback page.
Each time you add custom fields to the Client, Work Order, Asset, or Product forms, the system adds corresponding variables to the list. You can distinguish them from the system variables by the digital code in the names, for instance: {Client Birthday 673232}.