Last Updated: January 31 2024
Overview
Use Fields in Form Builder fields to auto-populate the template, when it is printed or emailed with information from the applicable customer, relevant project and your company details.
Learn how to manage Form Builder templates in How to Use Form Builder Templates.
Note that the fields marked with * are from the most recent Form Builder update.
Quote forms - fields list
Fields that contain Start or End are used to create loops.
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Company Company Logo Company Name Company Address Line 1 Company Address Line 2 Company Mailing Address Line 1 Company Mailing Address Line 2 Company Email Company WebSite Company Fax Licence # ABN VAT ID ACN Company Phone Company Country Bank Account Name Account Number Swift Branch Today's Date Today's Date Text Current Month Current Month Text Current Year Logged in Employee Logged in Position Logged in Employee Mobile Logged in Employee Email Logged in Employee Image |
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Quote If Service Quote If Project Quote Quote Number Quote Note Quote Name Order Number Request Number Created Date Validity Terms * Valid Until * Assigned Technician Manager Manager Position * Manager Phone * Manager Email * Manager Mobile * Sales Person Sales Person Position * Sales Person Phone * Sales Person Email * Sales Person Mobile * Sales Person Signature Sales Person Image Quote Description Service Fee Total Quote Total Material Inc * Quote Total Material Ex * Quote Total Labour Inc * Quote Total Labour Ex * Labour Total Material Total Quote Discount/Fee Label Quote Discount/Fee Amount Ex Quote Discount/Fee Amount Inc Quote Total Inc Quote Sub-Total Ex Quote Tax STCs VEECs Current Claim Amount Inc * Current Claim Amount Ex * Remaining Claim Amount Inc * Remaining Claim Amount Ex * Total After ECs Customer Acceptance Signature Customer Acceptance Signer Name |
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Quote > Quote Tax Breakdown Quote Tax BreakDown Loop Start Quote Tax BreakDown Loop End Tax BreakDown Rate Tax BreakDown Code Tax BreakDown Total Reverse Tax BreakDown Total (UK, IR, NL only) Reverse Tax BreakDown Claimed Total (UK, IR, NL only) |
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Quote > Quote Customer Customer Title Customer First Name Customer Last Name Customer Company Name Customer Primary Phone Customer Alt. Phone Customer Mobile Customer Address Customer Suburb Customer Postcode Customer State Customer Country Customer Postal Address Customer Postal Suburb Customer Postal Postcode Customer Postal State Customer Postal Country Customer Email Customer Fax Customer Reference Number |
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Quote > Quote Customer > Quote Customer Custom Fields Custom fields defined in System |
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Quote > Quote Primary Contact Contact First Name Contact Last Name Contact Email Contact Phone Contact Mobile Contact Fax |
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Quote > Quote Primary Contact > Custom Custom fields defined in System |
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Quote > Quote Site Site Name Site Address Site Suburb Site Postcode Site State Site Country Site Postal Address Site Postal Suburb Site Postal Postcode Site Postal State Site Postal Contact If this field exists If it doesn't |
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Quote > Quote Site > Quote Site Custom Fields Custom fields defined in System |
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Quote > Quote Site Contact Contact First Name Contact Last Name Contact Email Contact Phone Contact Mobile Contact Fax |
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Quote > Quote Site Contact > Custom Custom fields defined in System |
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Quote > Quote Section Quote Section Loop Start Quote Section Loop End Section Name Section Description Section Total Inc Section Sub-Total Ex Section Tax Service Fee Total Labour Total Material Total Section Discount/Fee Label Section Discount/Fee Amount Ex Section Discount/Fee Amount Inc STCs VEECs Total After ECs |
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Quote > Quote Section > Section Tax Breakdown Section Tax BreakDown Loop Start Section Tax BreakDown Loop End Tax BreakDown Rate Tax BreakDown Code Tax BreakDown Total Reverse Tax BreakDown Total (UK, IR, NL only) Reverse Tax BreakDown Claimed Total (UK, IR, NL only) |
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Quote > Quote Section > Section Cost Centres Section Cost Centre Loop Start Section Cost Centre Loop End Cost Centre Name Cost Centre Default Name Cost Centre Description Cost Centre Note Cost Centre No Cost Centre Total Inc Cost Centre Sub-Total Ex Cost Centre Tax Cost Centre Discount/Fee Label Cost Centre Discount/Fee Amount Ex Cost Centre Discount/Fee Amount Inc STCs VEECs Total After ECs Has Assets |
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Quote > Quote Section > Section Cost Centres > Cost Centre Tax Breakdown Cost Centre Tax BreakDown Loop Start Cost Centre Tax BreakDown Loop End Tax BreakDown Rate Tax BreakDown Code Tax BreakDown Total Reverse Tax BreakDown Total (UK, IR, NL only) Reverse Tax BreakDown Claimed Total (UK, IR, NL only) |
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Quote > Quote Section > Section Cost Centres > Cost Centre Parts Cost Centre Parts Loop Start Cost Centre Parts Loop End Part Number Part Name Part Description Part Quantity Part Manufacturer Part Symbol Part Image Unit Price Ex-Tax Unit Price Inc-Tax Part Cost Ex-Tax Part Cost Inc-Tax Total Sell Price Ex-Tax Total Sell Price Inc-Tax Part Cost Total Ex-Tax Part Cost Total Inc-Tax Part Tax Rate Part Discount |
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Part Custom Fields Custom fields defined in System |
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Quote > Quote Section > Section Cost Centres > Cost Centre Labour Cost Centre Labour Loop Start Cost Centre Labour Loop End Labour Type Labour Time Labour Sell Price Ex Labour Sell Price Inc Labour Cost Ex-Tax Labour Cost Inc-Tax Labour Total Sell Price Ex Labour Total Sell Price Inc Labour Cost Total Ex-Tax Labour Cost Total Inc-Tax Labour Tax Rate |
| Quote> Quote Section > Section Cost Centres > Cost Centre One Off
Cost Centre One Off Loop Start Cost Centre One Off Loop End One Off Item Cost Ex-Tax One Off Item Cost Inc-Tax One Off Item Cost Total Ex-Tax One Off Item Cost Total Inc-Tax |
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Quote > Quote Section > Section Cost Centres > Cost Centre Asset Types Cost Centre Asset Types Loop Start Cost Centre Asset Types Loop End Asset Type Name Asset Type Section Asset Type Standard |
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Quote > Quote Section > Section Cost Centres > Cost Centre Asset Types > Asset Type Custom Fields Custom Field 1 Name Custom Field 2 Name Custom Field 3 Name Custom Field 4 Name Custom Field 5 Name Custom Field 6 Name Custom Field 7 Name Custom Field 8 Name Custom Field 9 Name Custom Field 10 Name |
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Quote > Quote Section > Section Cost Centres > Cost Centre Asset Types > Assets Assets Loop Start Assets Loop End Asset ID Asset Test Date Asset Test Notes Asset Test Result Asset Service Level |
| Quote > Quote Section > Section Cost Centres > Cost Centre Asset Types > Assets > Asset Test Reading Fields
Asset Test Reading 1 Asset Test Reading 2 Asset Test Reading 3 Asset Test Reading 4 Asset Test Reading 5 Asset Test Reading 6 Asset Test Reading 7 Asset Test Reading 8 Asset Test Reading 9 Asset Test Reading 10 Asset Test Reading (N) |
| Quote > Quote Section > Section Cost Centres > Cost Centre Asset Types > Assets > Asset Test Reading Name Fields
Asset Test Reading Name 1 Asset Test Reading Name 2 Asset Test Reading Name 3 Asset Test Reading Name 4 Asset Test Reading Name 5 Asset Test Reading Name 6 Asset Test Reading Name 7 Asset Test Reading Name 8 Asset Test Reading Name 9 Asset Test Reading Name 10 Asset Test Reading Name (N) |
| Quote > Quote Section > Section Cost Centres > Cost Centre Asset Types > Assets > Asset Test Reading Value Fields
Asset Test Reading Value 1 Asset Test Reading Value 2 Asset Test Reading Value 3 Asset Test Reading Value 4 Asset Test Reading Value 5 Asset Test Reading Value 6 Asset Test Reading Value 7 Asset Test Reading Value 8 Asset Test Reading Value 9 Asset Test Reading Value 10 Asset Test Reading Value (N) |
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Quote > Quote Section > Section Cost Centres > Cost Centre Asset Types > Assets > Asset Custom Fields Custom Field 1 Value Custom Field 2 Value Custom Field 3 Value Custom Field 4 Value Custom Field 5 Value Custom Field 6 Value Custom Field 7 Value Custom Field 8 Value Custom Field 9 Value Custom Field 10 Value |
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Quote > Quote Section > Section Cost Centres > Cost Centre Asset Types > Assets > Asset Test Reading Asset Test Reading Loop Start Asset Test Reading Loop End Asset Test Reading Name Asset Test Reading Value |
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Quote > Quote Section > Section Cost Centres > Cost Centre Asset Types > Assets > Asset Failure Point Asset Failure Point Loop Start Asset Failure Point Loop End Asset Failure Point Name Asset Failure Point Standard Asset Failure Point Result |
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Quote > Quote Optional Section Quote Optional Section Loop Start Quote Optional Section Loop End Optional Section Name Optional Section Description Optional Section Discount/Fee Label Optional Section Discount/Fee Amount Ex Optional Section Discount/Fee Amount Inc Optional Section Labour Total Optional Section Material Total Optional Section Service Fee Optional Section Total Inc Optional Section Sub-Total Ex Optional Section Tax STCs VEECs Total After ECs |
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Quote > Optional Quote Section > Optional Section Tax Breakdown Optional Section Tax BreakDown Loop Start Optional Section Tax BreakDown Loop End Tax BreakDown Rate Tax BreakDown Code Tax BreakDown Total Reverse Tax BreakDown Total (UK, IR, NL only) Reverse Tax BreakDown Claimed Total (UK, IR, NL only) |
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Quote > Quote Optional Section > Optional Section Cost Centres Optional Section Cost Centres Loop Start Optional Section Cost Centres Loop End Cost Centre Name Cost Centre Description Cost Centre No Cost Centre Total Inc Cost Centre Sub-Total Ex Cost Centre Tax Cost Centre Discount/Fee Label Cost Centre Discount/Fee Amount Ex Cost Centre Discount/Fee Amount Inc STCs VEECs Total After ECs Has Asset |
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Quote > Optional Quote Section > Optional Section Cost Centres > Cost Centre Tax Breakdown Cost Centre Tax BreakDown Loop Start Cost Centre Tax BreakDown Loop End Tax BreakDown Rate Tax BreakDown Code Tax BreakDown Total Reverse Tax BreakDown Total (UK, IR, NL only) Reverse Tax BreakDown Claimed Total (UK, IR, NL only) |
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Quote > Quote Optional Section > Optional Section Cost Centres > Cost Centre Parts Cost Centre Parts Loop Start Cost Centre Parts Loop End Part Number Part Name Part Description Part Quantity Part Image Part Unit Price Ex Part Unit Price Inc Part Total Sell Price Ex Part Total Sell Price Inc Part Tax Rate Part Discount |
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Part Custom Fields Custom fields defined in System |
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Quote > Quote Optional Section > Optional Section Cost Centres > Cost Centre Labour Labour Start Labour End Labour Type Labour Time Labour Sell Price Ex Labour Sell Price Inc Labour Total Sell Price Ex Labour Total Sell Price Inc Labour Tax Rate Quote > Quote Optional Section > Optional Section Cost Centres > Cost Centre Asset Types Cost Centre Asset Types Loop Start Cost Centre Asset Types Loop End Asset Type Name Asset Type Section Asset Type Standard Quote > Quote Optional Section > Optional Section Cost Centres > Cost Centre Asset Types > Asset Type Custom Fields Custom Field 1 Name Custom Field 2 Name Custom Field 3 Name Custom Field 4 Name Custom Field 5 Name Custom Field 6 Name Custom Field 7 Name Custom Field 8 Name Custom Field 9 Name Custom Field 10 Name Quote > Quote Optional Section > Optional Section Cost Centres > Cost Centre Asset Types > Assets Assets Loop Start Assets Loop End Asset ID Asset Test Date Asset Test Notes Asset Test Result Asset Service Level Quote > Quote Optional Section > Optional Section Cost Centres > Cost Centre Asset Types > Assets > Asset Custom Fields Custom Field 1 Value Custom Field 2 Value Custom Field 3 Value Custom Field 4 Value Custom Field 5 Value Custom Field 6 Value Custom Field 7 Value Custom Field 8 Value Custom Field 9 Value Custom Field 10 Value Quote > Quote Optional Section > Optional Section Cost Centres > Cost Centre Asset Types > Assets > Asset Test Reading Asset Test Reading Loop Start Asset Test Reading Loop End Asset Test Reading Name Asset Test Reading Value Quote > Quote Optional Section > Optional Section Cost Centres > Cost Centre Asset Types > Assets > Asset Test Reading Fields Asset Test Reading 1 Asset Test Reading 2 Asset Test Reading 3 Asset Test Reading 4 Asset Test Reading 5 Asset Test Reading 6 Asset Test Reading 7 Asset Test Reading 8 Asset Test Reading 9 Asset Test Reading 10 Asset Test Reading (N) Quote > Quote Optional Section > Optional Section Cost Centres > Cost Centre Asset Types > Assets > Asset Test Reading Name Fields Asset Test Reading Name 1 Asset Test Reading Name 2 Asset Test Reading Name 3 Asset Test Reading Name 4 Asset Test Reading Name 5 Asset Test Reading Name 6 Asset Test Reading Name 7 Asset Test Reading Name 8 Asset Test Reading Name 9 Asset Test Reading Name 10 Asset Test Reading Name (N) Quote > Quote Optional Section > Optional Section Cost Centres > Cost Centre Asset Types > Assets > Asset Test Reading Value Fields Asset Test Reading Value 1 Asset Test Reading Value 2 Asset Test Reading Value 3 Asset Test Reading Value 4 Asset Test Reading Value 5 Asset Test Reading Value 6 Asset Test Reading Value 7 Asset Test Reading Value 8 Asset Test Reading Value 9 Asset Test Reading Value 10 Asset Test Reading Value (N) Quote > Quote Optional Section > Optional Section Cost Centres > Cost Centre Asset Types > Assets > Asset Failure Point Asset Failure Point Loop Start Asset Failure Point Loop End Asset Failure Point Name Asset Failure Point Standard Asset Failure Point Result |
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Quote > Custom Fields Custom fields defined in System |
> Setup > Custom Fields > Customers are listed here.Invoice forms - fields list
Fields that contain Start or End are used to create loops.
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Company Company Logo Company Name Company Address Line 1 Company Address Line 2 Company Mailing Address Line 1 Company Mailing Address Line 2 Company Email Company Website Company Fax Licence # ABN VAT ID ACN BSB BPAY Payment Box - Australia only BPAY Biller Code - Australia only Company Phone Company Country Bank Account Name Account Number Swift Branch Today's Date Today's Date Text Current Month Current Month Text Current Year Logged in Employee Logged in Position Logged in Employee Mobile Logged in Employee Email Logged in Employee Signature Payment Integration Box |
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Invoice Amount Applied Amount Payable Claim No Invoice Comment Credit Applied Due Date Terms Invoice Foot Note Is Final Claim Is Tax Invoice Is Deposit Is Paid Is Overdue Is Claim Per Item Is Progress Claim Is Request Claim Issue Date Invoice Period Invoice Number Order Number Retention Held Retention Rebate STC - Australia only Currency Symbol Invoice Late Payment Fee Sub-Total Ex Sub-Total Ex After Retention Sub-Total Ex After Retainage (US only) Discount Total Discount Label Tax Total after EC - Australia only Total inc VEEC - Australia only Contract Primary Sections Total Inc Value Contract Primary Sections Current Percent Contract Primary Sections Current Value Contract Primary Sections To-Date Percent Contract Primary Sections To-Date Value Contract Variation Sections Current Value Contract Variation Sections Current Percent Contract Variation Sections To-Date Percent Contract Variation Sections To-Date Value Contract Variations Sections Total Inc Value Sections Remaining Claim Value Sections Total Claimed To-Date |
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Invoice > How to Pay How To Pay Loop Start How To Pay Loop End |
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Invoice > Invoice Tax Breakdown Invoice Tax Breakdown Loop Start Invoice Tax Breakdown Loop End Tax BreakDown Rate Tax BreakDown Code Tax BreakDown Total Reverse Tax BreakDown Total (UK, IR, NL only) Reverse Tax BreakDown Claimed Total (UK, IR, NL only) |
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Invoice > Invoice Customer Customer Title Customer First Name Customer Last Name Customer Company Name Customer Primary Phone Customer Alt. Phone Customer Mobile Customer Address Customer Suburb Customer Postcode Customer State Customer Country Customer Postal Address Customer Postal Suburb Customer Postal Postcode Customer Postal State Customer Postal Country Customer Email Customer Fax Customer Reference Number BPAY No - Australia only |
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Invoice > Invoice Primary Contact Contact First Name Contact Last Name Contact Email Contact Phone Contact Mobile Contact Fax |
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Invoice > Invoice Job Invoice Job Loop Start Invoice Job Loop End If Project Job If Service Job Assigned Technician Sales Person Sales Person Position * Sales Person Phone * Sales Person Email * Sales Person Mobile * Sales Person Signature Manager Manager Position * Manager Phone * Manager Email * Manager Mobile * Created Date Completed Date * Job Description Job Discount/Fee Label Job Discount/Fee Amount Ex Job Discount/Fee Amount Inc Job Total Labour Inc Job Total Labour Ex Job Total Material Inc Job Total Material Ex Job Name * Job Number Variation Job Number Order Number Request Number STC - Australia only Service Fee Total Job Sub-Total Ex Job Tax Total After ECs - Australia only Job Total Inc VEEC - Australia only Retention Held To-Date Retention Remaining Total Retention Retention Rebate |
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Invoice > Invoice Job > Job Retention Job Retention Loop Start Job Retention Loop End Retention Rate Retention Amount Held Retainage Rebate (US only) |
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Invoice > Invoice Job > Job Tax Breakdown Job Tax Breakdown Loop Start Job Tax Breakdown Loop End Tax BreakDown Rate Tax BreakDown Code Tax BreakDown Total Reverse Tax BreakDown Total (UK, IR, NL only) Reverse Tax BreakDown Claimed Total (UK, IR, NL only) |
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Invoice > Invoice Job > Job Site Site Name Site Address Site Suburb Site Postcode Site State Site Country Site Postal Address Site Postal Suburb Site Postal Postcode Site Postal State Site Postal Contact |
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Invoice > Invoice Job > Job Site Contact Contact First Name Contact Last Name Contact Email Contact Phone Contact Mobile Contact Fax |
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Invoice > Invoice Job > Job Quote Job Quote Loop Start Job Quote Loop End Quote Number Order Number Request Number Created Date Validity Assigned Technician Manager Sales Person Quote Description |
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Invoice > Invoice Job > Job Section Job Section Loop Start Job Section Loop End Section Name Section Description Section Total Inc Section Sub-Total Ex Section Tax Service Fee Total Section Total Labour Inc Section Total Labour Ex Section Total Material Inc Section Total Material Ex Section Discount/Fee Label Section Discount/Fee Amount Ex Section Discount/Fee Amount Inc STCs - Australia only VEECs - Australia only Total After ECs - Australia only Current Claim Amount Inc * Current Claim Amount Ex * Current Claim Percent To Date Claim Amount Inc To Date Claim Amount Ex To Date Claim Percent Remaining Claim Amount Inc * Remaining Claim Amount Ex * Remaining Claim Percent |
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Invoice > Invoice Job > Job Section > Section Tax Breakdown Section Tax Breakdown Loop Start Section Tax Breakdown Loop End Tax BreakDown Rate Tax BreakDown Code Tax BreakDown Total Reverse Tax BreakDown Total (UK, IR, NL only) Reverse Tax BreakDown Claimed Total (UK, IR, NL only) |
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Invoice > Invoice Job > Job Section > Section Cost Centres Section Cost Centres Loop Start Section Cost Centres Loop End Cost Centre Name Cost Centre Description Cost Centre No Cost Centre Total Inc Cost Centre Total Ex Cost Centre Sub-Total Ex Total Service Fee Inc Total Service Fee Ex Cost Centre Tax Cost Centre Discount/Fee Label Cost Centre Discount/Fee Amount Ex Cost Centre Discount/Fee Amount Inc Cost Centre Total Labour Inc Cost Centre Total Labour Ex Cost Centre Total Material Inc Cost Centre Total Material Ex STCs - Australia only VEECs - Australia only Total After ECs - Australia only Cost Centre Claim Amount Ex Cost Centre Claim Amount Inc Current Claim Percent Claim Remaining Amount Claim Remaining Percent Previously Claimed Amount Previously Claimed Percent Claim To-Date Amount Claim To-Date Amount Ex Claim To-Date Percent Cost Centre Sundries Label Cost Centre Sundries Amount Cost Centre Claimed Tax Cost Centre Claimed Discount Cost Centre Claimed Discount Ex Cost Centre Claimed Discount Inc Cost Centre Claim Amount Ex Cost Centre Claim Amount Inc Has Assets |
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Invoice > Invoice Job > Job Section > Section Cost Centres > Cost Centre Tax Breakdown Cost Centre Tax Breakdown Loop Start Cost Centre Tax Breakdown Loop End Tax BreakDown Rate Tax BreakDown Code Tax BreakDown Total Claimed Total Tax Reverse Tax BreakDown Total (UK, IR, NL only) Reverse Tax BreakDown Claimed Total (UK, IR, NL only) |
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Invoice > Invoice Job > Job Section > Section Cost Centres > Cost Centre Parts Cost Centre Parts Loop Start Cost Centre Parts Loop End Part Number Part Name Part Description Part Image Unit Price Ex-Tax Unit Price Inc-Tax Unit Price Inc-Labour Inc-Tax Unit Price Inc-Labour Ex-Tax Part Quantity Total Sell Price Ex-Tax Total Sell Price Inc-Tax Total Sell Price Inc-Labour Ex-Tax Total Sell Price Inc-Labour Inc-Tax Quantity Claimed Total Claimed Sell Price Ex Tax Total Claimed Sell Price Inc Tax Total Claimed Sell Price Inc-Labour Inc-Tax Total Claimed Sell Price Inc-Labour Ex-Tax Part Tax Rate Part Discount Part Discount Inc-Labour |
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Invoice > Invoice Job > Job Section > Section Cost Centres > Cost Centre Labour Cost Centre Labour Loop Start Cost Centre Labour Loop End Labour Type Labour Time Labour Sell Price Ex Labour Sell Price Inc Labour Total Sell Price Ex Labour Total Sell Price Inc Labour Tax Rate Claimed Time Total Claimed Ex Total Claimed Inc Invoice > Invoice Job > Job Section > Section Cost Centres > Cost Centre Asset Types Cost Centre Asset Types Loop Start Cost Centre Asset Types Loop End Asset Type Name Asset Type Section Asset Type Standard Invoice > Invoice Job > Job Section > Section Cost Centres > Cost Centre Asset Types > Asset Type Custom Fields Custom Field 1 Name Custom Field 2 Name Custom Field 3 Name Custom Field 4 Name Custom Field 5 Name Custom Field 6 Name Custom Field 7 Name Custom Field 8 Name Custom Field 9 Name Custom Field 10 Name Invoice > Invoice Job > Job Section > Section Cost Centres > Cost Centre Asset Types > Assets Assets Loop Start Assets Loop End Asset ID Asset Test Date Asset Test Notes Asset Test Result Asset Test Service Level Invoice > Invoice Job > Job Section > Section Cost Centres > Cost Centre Asset Types > Assets > Asset Custom Fields Custom Field 1 Name Custom Field 2 Name Custom Field 3 Name Custom Field 4 Name Custom Field 5 Name Custom Field 6 Name Custom Field 7 Name Custom Field 8 Name Custom Field 9 Name Custom Field 10 Name Invoice > Invoice Job > Job Section > Section Cost Centres > Cost Centre Asset Types > Assets > Asset Test Reading Asset Test Reading Loop Start Asset Test Reading Loop End Asset Reading Name Asset Reading Value Invoice > Invoice Job > Job Section > Section Cost Centres > Cost Centre Asset Types > Assets > Asset Failure Point Asset Failure Point Loop Start Asset Failure Point Loop End Asset Failure Point Name Asset Failure Point Standard Asset Failure Point Result |
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Invoice > Invoice Job > Job Section > Section Cost Centres > Job Card Job Card Loop Start Job Card Loop End Invoice > Invoice Job > Job Section > Section Cost Centres > Job Card > Job Card Schedules Job Card Schedules Loop Start * Job Card Schedules Loop End * Scheduled Technician Name * Date Scheduled * Scheduled Finish * Scheduled Start * Date Performed * Actual Start * Actual Finish * Actual hours Total * |
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Invoice > Invoice Job > Job Variation Section Job Variation Section Loop Start Job Variation Section Loop End Current Claim Amount Inc * Current Claim Amount Ex * Current Claim Percent To Date Claim Amount Inc To Date Claim Amount Ex To Date Claim Percent Remaining Claim Amount Inc * Remaining Claim Amount Ex * Remaining Claim Percent Variation Section Description Variation Section Discount/Fee Label Variation Section Discount/Fee Amount Ex Variation Section Discount/Fee Amount Inc Variation Section Total Labour Inc Variation Section Total Labour Ex Variation Section Total Material Inc Variation Section Total Material Ex Variation Section Name STCs Service Fee Total Variation Section Sub-Total Ex Variation Section Tax Variation Total After ECs Variation Section Total Inc Variation VEEC |
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Invoice > Invoice Job > Job Variation Section > Variation Section Tax Breakdown Variation Section Tax Breakdown Loop Start Variation Section Tax Breakdown Loop End Tax BreakDown Rate Tax BreakDown Code Tax BreakDown Total Claimed Total Tax Reverse Tax BreakDown Total (UK, IR, NL only) Reverse Tax BreakDown Claimed Total (UK, IR, NL only) |
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Invoice > Invoice Job > Job Variation Section > Variation Section Cost Centres Variation Section Cost Centres Loop Start Variation Section Cost Centres Loop End Cost Centre Name Cost Centre Description Cost Centre No Cost Centre Total Inc Cost Centre Sub-Total Ex Total Service Fee Inc Total Service Fee Ex Cost Centre Tax Cost Centre Discount/Fee Label Cost Centre Discount/Fee Amount Ex Cost Centre Discount/Fee Amount Inc Cost Centre Total Labour Inc Cost Centre Total Labour Ex Cost Centre Total Materials Inc Cost Centre Total Materials Ex STCs VEECs Total After ECs Cost Centre Claim Amount Current Claim Percent Claim Remaining Percent Previously Claimed Amount Previously Claimed Percent Claim To-Date Amount Claim To-Date Percent Cost Centre Sundries Label Cost Centre Sundries Amount Has Assets |
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Invoice > Invoice Job > Job Variation Section > Variation Section Cost Centres > Cost Centre Tax Breakdown Cost Centre Tax Breakdown Loop Start Cost Centre Tax Breakdown Loop End Tax BreakDown Rate Tax BreakDown Code Tax BreakDown Total Reverse Tax BreakDown Total (UK, IR, NL only) Reverse Tax BreakDown Claimed Total (UK, IR, NL only) |
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Invoice > Invoice Job > Job Variation Section > Variation Section Cost Centres > Cost Centre Parts Cost Centre Parts Loop Cost Centre Parts End Part Number Part Name Part Description Part Image Unit Price Ex-Tax * Unit Price Inc-Tax * Part Cost Ex-Tax Part Cost Inc-Tax Unit Price Inc-Labour Inc-Tax Unit Price Inc-Labour Ex-Tax Part Quantity Part Symbol * Total Sell Price Ex-Tax Total Sell Price Inc-Tax Part Cost Total Ex-Tax * Part Cost Total Inc-Tax * Total Sell Price Inc-Labour Ex-Tax Total Sell Price Inc-Labour Inc-Tax Quantity Claimed * Total Claimed Sell Price Ex-Tax * Total Claimed Sell Price Inc-Tax * Total Claimed Sell Price Inc-Labour Inc-Tax Total Claimed Sell Price Inc-Labour Ex-Tax Part Tax Rate Part Discount Part Discount Inc-Labour |
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Invoice > Invoice Job > Job Variation Section > Variation Section Cost Centres > Cost Centre Labour Cost Centre Labour Loop Start Cost Centre Labour Loop End Labour Type Labour Time Labour Sell Price Ex Labour Sell Price Inc Labour Cost Ex-Tax * Labour Cost Inc-Tax * Labour Total Sell Price Ex Labour Total Sell Price Inc Labour Cost Total Ex-Tax * Labour Cost Total Inc-Tax * Labour Tax Rate Claimed Time Total Claimed Ex Total Claimed Inc Invoice > Invoice Job > Job Variation Section > Variation Section Cost Centres > Cost Centre One Off Cost Centre One Off Loop Start * Cost Centre One Off Loop End * One Off Item Cost Ex-Tax * One Off Item Cost Inc-Tax * One Off Item Cost Total Ex-Tax * One Off Item Cost Total Inc-Tax * Invoice > Invoice Job > Job Variation Section > Variation Section Cost Centres > Cost Centre Asset Types Cost Centre Asset Types Loop Start Cost Centre Asset Types Loop End Asset Type Name Asset Type Section Asset Type Standard Invoice > Invoice Job > Job Variation Section > Variation Section Cost Centres > Cost Centre Asset Types > Asset Type Custom Fields Custom Field 1 Name Custom Field 2 Name Custom Field 3 Name Custom Field 4 Name Custom Field 5 Name Custom Field 6 Name Custom Field 7 Name Custom Field 8 Name Custom Field 9 Name Custom Field 10 Name Invoice > Invoice Job > Job Variation Section > Variation Section Cost Centres > Cost Centre Asset Types > Assets Assets Loop Start Assets Loop End Asset ID Asset Test Date Asset Test Notes Asset Test Result Asset Test Service Level Invoice > Invoice Job > Job Variation Section > Variation Section Cost Centres > Cost Centre Asset Types > Assets > Asset Custom Fields Custom Field 1 Name Custom Field 2 Name Custom Field 3 Name Custom Field 4 Name Custom Field 5 Name Custom Field 6 Name Custom Field 7 Name Custom Field 8 Name Custom Field 9 Name Custom Field 10 Name Invoice > Invoice Job > Job Section > Section Cost Centres > Cost Centre Asset Types > Assets > Asset Test Reading Asset Test Reading Loop Start Asset Test Reading Loop End Asset Reading Name Asset Reading Value Invoice > Invoice Job > Job Section > Section Cost Centres > Cost Centre Asset Types > Assets > Asset Failure Point Asset Failure Point Loop Start Asset Failure Point Loop End Asset Failure Point Name Asset Failure Point Standard Asset Failure Point Result Invoice > Invoice Job > Job Variation Section > Variation Section Cost Centres > Job Card Job Card Schedules Loop Start Job Card Schedules Loop End Invoice > Invoice Job > Job Variation Section > Variation Section Cost Centres > Job Card > Job Card Schedules Job Card Schedules Loop Start Job Card Schedules Loop End Scheduled Technician Name Date Scheduled Scheduled Finish Scheduled Start Date Performed Actual Start Actual Finish Actual hours Total |
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Invoice > Invoice Job > Invoice Job Custom Fields Custom fields defined in System |
Credit note forms - fields list
Fields that contain Start or End are used to create loops.
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Company Company Logo Company Name Company Address Line 1 Company Address Line 2 Company Mailing Address Line 1 Company Mailing Address Line 2 Company Email Company Website Company Fax Licence # ABN VAT ID ACN BSB BPAY Biller Code - Australia only Company Phone Company Country Bank Account Name Account Number Swift Branch Today's Date Today's Date Text Current Month Current Month Text Current Year Logged in Employee Logged in Position Logged in Employee Mobile Logged in Employee Email Logged in Employee Signature |
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Credit Note Credit Note Amount Credit Note Invoice Number Credit Note Comment Credit Note Footnote Credit Note Issue Date Credit Note Number Credit Note Sub-Total Ex Credit Note Tax Credit Note Total Inc Credit Note Reverse Tax |
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Credit Note > Credit Note Tax Breakdown Credit Note Tax Breakdown Loop Start Credit Note Tax Breakdown Loop End Tax BreakDown Rate Tax BreakDown Code Tax BreakDown Total Reverse Tax BreakDown Total (UK, IR, NL only) Reverse Tax BreakDown Claimed Total (UK, IR, NL only) |
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Credit Note > Credit Note Customer Customer Title Customer First Name Customer Last Name Customer Company Name Customer Primary Phone Customer Alt. Phone Customer Mobile Customer Address Customer Suburb Customer Postcode Customer State Customer Country Customer Postal Address Customer Postal Suburb Customer Postal Postcode Customer Postal State Customer Postal Country Customer Email Customer Fax Customer Reference Number BPAY No - Australia only |
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Credit Note > Credit Note Primary Contact Contact First Name Contact Last Name Contact Email Contact Phone Contact Mobile Contact Fax |
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Credit Note > Credit Note Job Credit Note Job Loop Start Credit Note Job Loop End Assigned Technician Created Date Job Description Manager Job Number Order Number Request Number Sales Person |
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Credit Note > Credit Note Job > Job Quote Job Quote Loop Start Job Quote Loop End Quote Number Order Number Request Number Created Date Validity Assigned Technician Manager Sales Person Quote Description |
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Credit Note > Credit Note Job > Job Site Site Name Site Address Site Suburb Site Postcode Site State Site Country Site Postal Address Site Postal Suburb Site Postal Postcode Site Postal State Site Postal Contact |
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Credit Note > Credit Note Job > Job Site Contact Contact First Name Contact Last Name Contact Email Contact Phone Contact Mobile Contact Fax |
Job forms - fields list
Fields that contain Start or End are used to create loops.
| Company
Company Logo Company Name Company Address Line 1 Company Address Line 2 Company Mailing Address Line 1 Company Mailing Address Line 2 Company Email Company Website Company Fax Licence # ABN VAT ID ACN Company Phone Company Country Bank Account Name Account Number Swift Branch Today's Date Today's Date Text Current Month Current Month Text Current Year Logged in Employee Logged in Position Logged in Employee Mobile Logged in Employee Email Logged in Employee Signature Logged in Employee Image Certificate Number |
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Job If Project Job If Service Job Assigned Technician Sales Person Sales Person Position * Sales Person Phone * Sales Person Email * Sales Person Mobile * Sales Person Signature Manager Manager Position * Manager Phone * Manager Email * Manager Mobile* Variation Job Number Created Date Completed Date * Job Description Job Description Job Discount/Fee Label Job Discount/Fee Amount Ex Job Discount/Fee Amount Inc Job Total Labour Inc Job Total Labour Ex Job Total Material Inc Job Total Material Ex Job Name * Job Number Order Number Request Number STCs Service Fee Total Job Sub-Total Ex Job Tax Total After ECs Job Total Inc VEECs Retention Held To-Date Retention Remaining Total Retention Retention Rebate |
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Job > Job Retention Job Retention Loop Start Job Retention Loop End Retention Rate Retention Amount Held |
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Job > Job Tax Breakdown Tax BreakDown Loop Start Tax BreakDown Loop End Tax BreakDown Rate Tax BreakDown Code Tax BreakDown Total Tax BreakDown Claimed Total Reverse Tax BreakDown Total (UK, IR, NL only) Reverse Tax BreakDown Claimed Total (UK, IR, NL only) |
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Job > Job Site Site Name Site Address Site Suburb Site Postcode Site State Site Country Site Postal Address Site Postal Suburb Site Postal Postcode Site Postal State Site Postal Contact |
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Job > Job Site > Job Site Custom Fields Custom fields defined in System |
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Job > Job Site Contact Contact First Name Contact Last Name Contact Email Contact Phone Contact Mobile Contact Fax |
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Job > Job Customer Customer Title Customer First Name Customer Last Name Customer Company Name Customer Primary Phone Customer Alt. Phone Customer Mobile Customer Address Customer Suburb Customer Postcode Customer State Customer Country Customer Postal Address Customer Postal Suburb Customer Postal Postcode Customer Postal State Customer Postal Country Customer Email Customer Fax Customer Reference Number BPAY No Customer ABN |
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Job > Job Customer > Job Customer Custom Fields Custom fields defined in System |
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Job > Job Primary Customer Contact Contact First Name Contact Last Name Contact Email Contact Phone Contact Mobile Contact Fax |
| Job > Job Primary Customer Contact Custom Fields
Custom fields defined in System |
| Job > Job Primary Contact
Contact First Name Contact Last Name Contact Email Contact Phone Contact Mobile Contact Fax |
| Job > Job Primary Contact Custom Fields
Custom fields defined in System |
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Job > Job Quote Job Quote Loop Start Job Quote Loop End Quote Number Order Number Request Number Created Date Validity Assigned Technician Manager Sales Person Quote Description |
| Job > Job Quote Custom Fields
Custom fields defined in System |
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Job > Job Section Job Section Loop Start Job Section Loop End Section Name Section Description Section Total Inc Section Sub-Total Ex Section Tax Service Fee Total Section Total Labour Inc Section Total Labour Ex Section Total Material Inc Section Total Material Ex Section Discount/Fee Label Section Discount/Fee Amount Ex Section Discount/Fee Amount Inc STCs VEECs Current Claim Amount Inc * Current Claim Amount Ex * Remaining Claim Amount Inc * Remaining Claim Amount Ex * Total After ECs |
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Job > Job Section > Section Tax Breakdown Section Tax BreakDown Loop Start Section Tax BreakDown Loop End Tax BreakDown Rate Tax BreakDown Code Tax BreakDown Total Tax BreakDown Claimed Total Reverse Tax BreakDown Total (UK, IR, NL only) Reverse Tax BreakDown Claimed Total (UK, IR, NL only) |
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Job > Job Section > Section Cost Centres Section Cost Centre Loop Start Section Cost Centre Loop End Cost Centre Name Cost Centre Default Name Cost Centre Description Cost Centre Note Cost Centre No Cost Centre Total Inc Cost Centre Sub-Total Ex Cost Centre Tax Cost Centre Sundries Label Cost Centre Sundries Amount Total Service Fee Inc Total Service Fee Ex Cost Centre Discount/Fee Label Cost Centre Discount/Fee Amount Ex Cost Centre Discount/Fee Amount Inc Cost Centre Total Labour Inc Cost Centre Total Labour Ex Cost Centre Total Material Inc Cost Centre Total Material Ex STCs VEECs Total After ECs Has Assets |
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Job > Job Section > Section Cost Centres > Cost Centre Tax Breakdown Cost Centre Tax BreakDown Loop Start Cost Centre Tax BreakDown Loop End Tax BreakDown Rate Tax BreakDown Code Tax BreakDown Total Tax BreakDown Claimed Total Reverse Tax BreakDown Total (UK, IR, NL only) Reverse Tax BreakDown Claimed Total (UK, IR, NL only) |
| Job > Job Section > Section Cost Centres > Cost Centre Parts
Cost Centre Parts Loop Start Cost Centre Parts Loop End Part Number Part Name Part Description Unit Price Ex-Tax Unit Price Inc-Tax Part Cost Ex-Tax * Part Cost Inc-Tax * Unit Price Inc-Labour Inc-Tax Unit Price Inc-Labour Ex-Tax Part Quantity Part Symbol * Total Sell Price Ex-Tax Total Sell Price Inc-Tax Part Cost Total Ex-Tax * Part Cost Total Inc-Tax * Total Sell Price Inc-Labour Ex-Tax Total Sell Price Inc-Labour Inc-Tax Part Tax Rate Part Discount Part Discount Inc-Labour |
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Job > Job Section > Section Cost Centres > Cost Centre Parts > Part Custom Fields Custom fields defined in System |
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Job > Job Section > Section Cost Centres > Cost Centre Labour Cost Centre Labour Loop Start Cost Centre Labour Loop End Labour Type Labour Time Labour Sell Price Ex Labour Sell Price Inc Labour Cost Ex-Tax * Labour Cost Inc-Tax * Labour Total Sell Price Ex Labour Total Sell Price Inc Labour Cost Total Ex-Tax * Labour Cost Total Inc-Tax * Labour Tax Rate |
| Job > Job Section > Section Cost Centres > Cost Centre One Off
Cost Centre One Off Loop Start * Cost Centre One Off Loop End * One Off Item Cost Ex-Tax * One Off Item Cost Inc-Tax * One Off Item Cost Total Ex-Tax * One Off Item Cost Total Inc-Tax * |
| Job > Job Section > Section Cost Centres > Cost Centre Asset Types
Cost Centre Asset Types Loop Start Cost Centre Asset Types Loop End If AssetType Has Tested If AssetType Has Failed Asset Type Name Asset Type Section Asset Type Standard |
| Job > Job Section > Section Cost Centres > Cost Centre Asset Types > Asset Type Custom Fields
Custom Field 1 Name Custom Field 2 Name Custom Field 3 Name Custom Field 4 Name Custom Field 5 Name Custom Field 6 Name Custom Field 7 Name Custom Field 8 Name Custom Field 9 Name Custom Field 10 Name |
| Job > Job Section > Section Cost Centres > Cost Centre Asset Types > Assets
Assets Loop Start Assets Loop End If Asset Passed If Asset Failed If Asset is tested Asset ID Asset Test Date Asset Test Notes Asset Test Result Asset Test Service Level Asset Test Readings Asset Next Service Date Asset Failure Point |
| Job > Job Section > Section Cost Centres > Cost Centre Asset Types > Assets > Asset Test Reading Fields
Asset Test Reading 1 Asset Test Reading 2 Asset Test Reading 3 Asset Test Reading 4 Asset Test Reading 5 Asset Test Reading 6 Asset Test Reading 7 Asset Test Reading 8 Asset Test Reading 9 Asset Test Reading 10 Asset Test Reading (N) |
| Job > Job Section > Section Cost Centres > Cost Centre Asset Types > Assets > Asset Test Reading Name Fields
Asset Test Reading Name 1 Asset Test Reading Name 2 Asset Test Reading Name 3 Asset Test Reading Name 4 Asset Test Reading Name 5 Asset Test Reading Name 6 Asset Test Reading Name 7 Asset Test Reading Name 8 Asset Test Reading Name 9 Asset Test Reading Name 10 Asset Test Reading Name (N) |
| Job > Job Section > Section Cost Centres > Cost Centre Asset Types > Assets > Asset Test Reading Value Fields
Asset Test Reading Value 1 Asset Test Reading Value 2 Asset Test Reading Value 3 Asset Test Reading Value 4 Asset Test Reading Value 5 Asset Test Reading Value 6 Asset Test Reading Value 7 Asset Test Reading Value 8 Asset Test Reading Value 9 Asset Test Reading Value 10 Asset Test Reading Value (N) |
| Job > Job Section > Section Cost Centres > Cost Centre Asset Types > Assets > Asset Custom Fields
Custom Field 1 Value Custom Field 2 Value Custom Field 3 Value Custom Field 4 Value Custom Field 5 Value Custom Field 6 Value Custom Field 7 Value Custom Field 8 Value Custom Field 9 Value Custom Field 10 Value |
| Job > Job Section > Section Cost Centres > Job Card
Job Card Loop Start Job Card Loop End Work Completed Note Technician Note Client Signature Client Signee Name Technician Signature Technician Signee Name |
Job > Job Section > Section Cost Centres > Job Card > Job Card Customer  Customer Title Customer First Name Customer Last Name Customer Company Name Customer Primary Phone Customer Alt. Phone Customer Mobile Customer Address Customer Suburb Customer Postcode Customer State Customer Country Customer Postal Address Customer Postal Suburb Customer Postal Postcode Customer Postal State Customer Postal Country Customer Email Customer Fax Customer Reference Number BPAY No Customer ABN |
| Job > Job Section > Section Cost Centres > Job Card > Job Card Customer > Job Card Customer Custom Fields
Custom fields defined in System |
| Job > Job Section > Section Cost Centres > Job Card > Job Card Site Site Name Site Address Site Suburb Site Postcode Site State Site Country Site Postal Address Site Postal Suburb Site Postal Postcode Site Postal State Site Postal Contact |
| Job > Job Section > Section Cost Centres > Job Card > Job Card Site > Job Card Site Custom Fields
Custom fields defined in System |
| Job > Job Section > Section Cost Centres > Job Card > Job Card Stock Job Card Stock Loop Start Job Card Stock Loop End If Assigned Stock Stock ID Item Description Item total required Stock used Stock still required Part Number |
| Job > Job Section > Section Cost Centres > Job Card > Job Card Image Job Card Image Loop Start Job Card Image Loop End Image Name Size |
| Job > Job Section > Section Cost Centres > Job Card > Job Card Asset Types Job Card Asset Types Loop Start Job Card Asset Types Loop End If AssetType Has Tested If AssetType Has Failed Asset Type Name Asset Type Section Asset Type Standard |
| Job > Job Section > Section Cost Centres > Job Card > Job Card Asset Types > Asset Type Custom Fields
Custom Field 1 Name Custom Field 2 Name Custom Field 3 Name Custom Field 4 Name Custom Field 5 Name Custom Field 6 Name Custom Field 7 Name Custom Field 8 Name Custom Field 9 Name Custom Field 10 Name |
| Job > Job Section > Section Cost Centres > Job Card > Job Card Asset Types > Assets
Assets Loop Start Assets Loop End If Asset Passed If Asset Failed If Asset is tested Asset ID Asset Test Date Asset Test Notes Asset Test Result Asset Test Service Level Asset Test Reading Asset Next Service Date Asset Failure Point |
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Job > Job Section > Section Cost Centres > Job Card > Job Card Asset Types > Assets > Asset Test Reading Fields Asset Test Reading 1 Asset Test Reading 2 Asset Test Reading 3 Asset Test Reading 4 Asset Test Reading 5 Asset Test Reading 6 Asset Test Reading 7 Asset Test Reading 8 Asset Test Reading 9 Asset Test Reading 10 Asset Test Reading (N) |
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Job > Job Section > Section Cost Centres > Job Card > Job Card Asset Types > Assets > Asset Test Reading Name Fields Asset Test Reading Name 1 Asset Test Reading Name 2 Asset Test Reading Name 3 Asset Test Reading Name 4 Asset Test Reading Name 5 Asset Test Reading Name 6 Asset Test Reading Name 7 Asset Test Reading Name 8 Asset Test Reading Name 9 Asset Test Reading Name 10 Asset Test Reading Name (N) |
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Job > Job Section > Section Cost Centres > Job Card > Job Card Asset Types > Assets > Asset Test Reading Value Fields Asset Test Reading Value 1 Asset Test Reading Value 2 Asset Test Reading Value 3 Asset Test Reading Value 4 Asset Test Reading Value 5 Asset Test Reading Value 6 Asset Test Reading Value 7 Asset Test Reading Value 8 Asset Test Reading Value 9 Asset Test Reading Value 10 Asset Test Reading Value (N) |
| Job > Job Section > Section Cost Centres > Job Card > Job Card Asset Types > Assets > Asset Custom Fields
Custom Field 1 Value Custom Field 2 Value Custom Field 3 Value Custom Field 4 Value Custom Field 5 Value Custom Field 6 Value Custom Field 7 Value Custom Field 8 Value Custom Field 9 Value Custom Field 10 Value |
| Job > Job Section > Section Cost Centres > Job Card > Job Card Schedules Job Card Schedules Loop Start Job Card Schedules Loop End Date Scheduled Scheduled Finish Scheduled Start Date Performed Date Scheduled Actual Start Actual Finish Actual hours Total Scheduled Technician Name |
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Job > Job Section > Section Cost Centres > Job Card > Job Card Site > Job Card Custom Fields Custom fields defined in System |
| Job > Job Section > Section Cost Centres > Job Card > Work To Be Performed Work To Be Performed Loop Start Work To Be Performed Loop End Description Required |
| Job > Job Variation Section
Job Variation Section Loop Start Job Variation Section Loop End Variation Section Description Variation Section Discount/Fee Label Variation Section Discount/Fee Amount Ex Variation Section Discount/Fee Amount Inc Variation Section Total Labour Inc Variation Section Total Labour Ex Variation Section Total Material Inc Variation Section Total Material Ex Variation Section Name STC Service Fee Total Variation Section Sub-Total Ex Variation Section Tax Variation Total After ECs Variation Section Total Inc Current Claim Amount Inc * Current Claim Amount Ex * Remaining Claim Amount Inc * Remaining Claim Amount Ex * Variation VEEC |
Job > Job Variation Section > Variation Section Tax Breakdown  Variation Section Tax Breakdown Loop Start Variation Section Tax Breakdown Loop End Tax BreakDown Rate Tax BreakDown Code Tax BreakDown Total Tax BreakDown Claimed Total Reverse Tax BreakDown Total (UK, IR, NL only) Reverse Tax BreakDown Claimed Total (UK, IR, NL only) |
| Job > Job Variation Section > Variation Section Cost Centres
Variation Section Cost Centres Loop Start Variation Section Cost Centres Loop End Cost Centre Name Cost Centre Default Name Cost Centre Description Cost Centre Note Cost Centre No Cost Centre Total Inc Cost Centre Sub-Total Ex Cost Centre Tax Cost Centre Sundries Label Cost Centre Sundries Amount Total Service Fee Inc Total Service Fee Ex Cost Centre Discount/Fee Label Cost Centre Discount/Fee Amount Ex Cost Centre Discount/Fee Amount Inc Cost Centre Total Labour Inc Cost Centre Total Labour Ex Cost Centre Total Material Inc Cost Centre Total Material Ex STC VEEC Total After ECs Has Assets |
| Job > Job Variation Section > Variation Section Cost Centres > Cost Centre Tax Breakdown
Cost Centre Tax Breakdown Loop Start Cost Centre Tax Breakdown Loop End Tax BreakDown Rate Tax BreakDown Code Tax BreakDown Total Tax BreakDown Claimed Total Reverse Tax BreakDown Total (UK, IR, NL only) Reverse Tax BreakDown Claimed Total (UK, IR, NL only) |
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Job > Job Variation Section > Variation Section Cost Centres > Cost Centre Parts Cost Centre Parts Loop Start Cost Centre Parts Loop End Part Number Part Name Part Description Unit Price Ex-Tax Unit Price Inc-Tax Unit Price Inc-Labour Inc-Tax Unit Price Inc-Labour Ex-Tax Part Quantity Total Sell Price Ex-Tax Total Sell Price Inc-Tax Total Sell Price Inc-Labour Ex-Tax Total Sell Price Inc-Labour Inc-Tax Part Tax Rate Part Discount Part Discount Inc-Labour |
| Job > Job Variation Section > Variation Section Cost Centres > Cost Centre Parts > Part Custom Fields
Custom fields defined in System |
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Job > Job Variation Section > Variation Section Cost Centres > Cost Centre Labour Cost Centre Labour Loop Start Cost Centre Labour Loop End Labour Type Labour Time Labour Sell Price Ex Labour Sell Price Inc Labour Total Sell Price Ex Labour Total Sell Price Inc Labour Tax Rate |
| Job > Job Variation Section > Variation Section Cost Centres > Cost Centre Asset Types
Cost Centre Asset Types Loop Start Cost Centre Asset Types Loop End If AssetType Has Tested If AssetType Has Failed Asset Type Name Asset Type Section Asset Type Standard |
| Job > Job Variation Section > Variation Section Cost Centres > Cost Centre Asset Types > Asset Type Custom Fields
Custom Field 1 Name Custom Field 2 Name Custom Field 3 Name Custom Field 4 Name Custom Field 5 Name Custom Field 6 Name Custom Field 7 Name Custom Field 8 Name Custom Field 9 Name Custom Field 10 Name |
| Job > Job Variation Section > Variation Section Cost Centres > Cost Centre Asset Types > Assets
Assets Loop Start Assets Loop End If Asset Passed If Asset Failed If Asset is tested Asset ID Asset Test Date Asset Test Notes Asset Test Result Asset Test Service Level Asset Test Reading Asset Next Service Date Asset Failure Point |
| Job > Job Variation Section > Variation Section Cost Centres > Cost Centre Asset Types > Assets > Asset Custom Fields
Custom Field 1 Value Custom Field 2 Value Custom Field 3 Value Custom Field 4 Value Custom Field 5 Value Custom Field 6 Value Custom Field 7 Value Custom Field 8 Value Custom Field 9 Value Custom Field 10 Value |
| Job > Job Variation Section > Variation Section Cost Centres > Cost Centre Asset Types > Assets > Asset Test Reading
Asset Test Reading Loop Start Asset Test Reading Loop End Asset Test Reading Name Asset Test Reading Value |
| Job > Job Variation Section > Variation Section Cost Centres > Cost Centre Asset Types > Assets > Asset Test Reading Fields
Asset Test Reading 1 Asset Test Reading 2 Asset Test Reading 3 Asset Test Reading 4 Asset Test Reading 5 Asset Test Reading 6 Asset Test Reading 7 Asset Test Reading 8 Asset Test Reading 9 Asset Test Reading 10 Asset Test Reading (N) |
| Job > Job Variation Section > Variation Section Cost Centres > Cost Centre Asset Types > Assets > Asset Test Reading Name Fields
Asset Test Reading Name 1 Asset Test Reading Name 2 Asset Test Reading Name 3 Asset Test Reading Name 4 Asset Test Reading Name 5 Asset Test Reading Name 6 Asset Test Reading Name 7 Asset Test Reading Name 8 Asset Test Reading Name 9 Asset Test Reading Name 10 Asset Test Reading Name (N) |
| Job > Job Variation Section > Variation Section Cost Centres > Cost Centre Asset Types > Assets > Asset Test Reading Value Fields
Asset Test Reading Value 1 Asset Test Reading Value 2 Asset Test Reading Value 3 Asset Test Reading Value 4 Asset Test Reading Value 5 Asset Test Reading Value 6 Asset Test Reading Value 7 Asset Test Reading Value 8 Asset Test Reading Value 9 Asset Test Reading Value 10 Asset Test Reading Value (N) |
| Job > Job Variation Section > Variation Section Cost Centres > Job Card
Job Card Loop Start Job Card Loop End Work Completed Note Technician Note Client Signature Client Signee Name Technician Signature Technician Signee Name |
| Job > Job Variation Section > Variation Section Cost Centres > Job Card > Job Card Customer Customer Title Customer First Name Customer Last Name Customer Company Name Customer Primary Phone Customer Alt. Phone Customer Mobile Customer Address Customer Suburb Customer Postcode Customer State Customer Country Customer Postal Address Customer Postal Suburb Customer Postal Postcode Customer Postal State Customer Postal Country Customer Email Customer Fax Customer Reference Number BPAY No Customer ABN |
| Job > Job Variation Section > Variation Section Cost Centres > Job Card > Job Card Customer > Job Card Customer Custom Fields
Custom fields defined in System |
| Job > Job Variation Section > Variation Section Cost Centres > Job Card > Job Card Site Site Name Site Address Site Suburb Site Postcode Site State Site Country Site Postal Address Site Postal Suburb Site Postal Postcode Site Postal State Site Postal Contact |
| Job > Job Variation Section > Variation Section Cost Centres > Job Card > Job Card Site > Job Card Site Custom Fields
Custom fields defined in System |
| Job > Job Variation Section > Variation Section Cost Centres > Job Card > Job Card Stock Job Card Stock Loop Start Job Card Stock Loop End If Assigned Stock Stock ID Item Description Item total required Stock used Stock still required Part Number |
| Job > Job Variation Section > Variation Section Cost Centres > Job Card > Job Card Image Job Card Image Loop Start Job Card Image Loop End Image Name Size |
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Job > Job Variation Section > Variation Section Cost Centres > Job Card > Job Card Asset Types Job Card Asset Types Loop Start Job Card Asset Types Loop End If AssetType Has Tested If AssetType Has Failed Asset Type Name Asset Type Section Asset Type Standard |
| Job > Job Variation Section > Variation Section Cost Centres > Job Card > Job Card Asset Types > Asset Type Custom Fields
Custom Field 1 Name Custom Field 2 Name Custom Field 3 Name Custom Field 4 Name Custom Field 5 Name Custom Field 6 Name Custom Field 7 Name Custom Field 8 Name Custom Field 9 Name Custom Field 10 Name |
| Job > Job Variation Section > Variation Section Cost Centres > Job Card > Job Card Asset Types > Assets
Assets Loop Start Assets Loop End If Asset Passed If Asset Failed If Asset is tested Asset ID Asset Test Date Asset Test Notes Asset Test Result Asset Test Service Level Asset Test Reading Asset Next Service Date Asset Failure Point |
| Job > Job Variation Section > Variation Section Cost Centres > Job Card > Job Card Asset Types > Assets > Asset Test Reading Fields
Asset Test Reading 1 Asset Test Reading 2 Asset Test Reading 3 Asset Test Reading 4 Asset Test Reading 5 Asset Test Reading 6 Asset Test Reading 7 Asset Test Reading 8 Asset Test Reading 9 Asset Test Reading 10 Asset Test Reading (N) |
| Job > Job Variation Section > Variation Section Cost Centres > Job Card > Job Card Asset Types > Assets > Asset Test Reading Name Fields
Asset Test Reading Name 1 Asset Test Reading Name 2 Asset Test Reading Name 3 Asset Test Reading Name 4 Asset Test Reading Name 5 Asset Test Reading Name 6 Asset Test Reading Name 7 Asset Test Reading Name 8 Asset Test Reading Name 9 Asset Test Reading Name 10 Asset Test Reading Name (N) |
| Job > Job Variation Section > Variation Section Cost Centres > Job Card > Job Card Asset Types > Assets > Asset Test Reading Value Fields
Asset Test Reading Value 1 Asset Test Reading Value 2 Asset Test Reading Value 3 Asset Test Reading Value 4 Asset Test Reading Value 5 Asset Test Reading Value 6 Asset Test Reading Value 7 Asset Test Reading Value 8 Asset Test Reading Value 9 Asset Test Reading Value 10 Asset Test Reading Value (N) |
| Job > Job Variation Section > Variation Section Cost Centres > Job Card > Job Card Asset Types > Assets > Asset Custom Fields
Custom Field 1 Value Custom Field 2 Value Custom Field 3 Value Custom Field 4 Value Custom Field 5 Value Custom Field 6 Value Custom Field 7 Value Custom Field 8 Value Custom Field 9 Value Custom Field 10 Value |
| Job > Job Variation Section > Variation Section Cost Centres > Job Card > Job Card Schedules Job Card Schedules Loop Start Job Card Schedules Loop End Date Scheduled Scheduled Finish Scheduled Start Date Performed Actual Start Actual Finish Actual hours Total Scheduled Technician Name |
| Job > Job Variation Section > Variation Section Cost Centres > Job Card > Job Card Custom Fields
Custom fields defined in System |
| Job > Job Variation Section > Variation Section Cost Centres > Job Card > Work To Be Performed Work To Be Performed Loop Start Work To Be Performed Loop End Description Required |
| Job > Job Audits > Audit Safe Work Method Statements
Audit Safe Work Method Statements Loop Start Audit Safe Work Method Statements Loop End If Audit Before Job If Audit Before Job and Most Recent If Audit After Job If Audit After Job and Most Recent If Audit Most Recent Audit Signature Audit Employee |
| Job > Job Audits > Audit Safe Work Method Statements > Audits
Audits Loop Start Audits Loop End Audit Name |
| Job > Job Audits > Audit Safe Work Method Statements > Audits > Audit Questions
Audit Questions Loop Start Audit Questions Loop End Audit Group Audit Question Audit Response Audit Response Hazards/Risks Audit Response Control Measures |
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Job > Job Audits > Audit Safe Work Method Statements > Audits > Audit Attending Employees Audit Attending Employees Loop Start Audit Attending Employees Loop End Audit Attending Employees |
| Job > Job Audits > Audit Job Safety Analysis
Audit Job Safety Analysis Loop Start Audit Job Safety Analysis Loop End If Audit Before Job If Audit Before Job and Most Recent If Audit After Job If Audit After Job and Most Recent If Audit Most Recent Audit Signature Audit Employee |
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Job > Job Audits > Audit Job Safety Analysis > Audits Audits Loop Start Audits Loop End Audit Name |
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Job > Job Audits > Audit Job Safety Analysis > Audits > Audit Questions Audit Questions Loop Start Audit Questions Loop End Audit Group Audit Question Audit Response Audit Response Message |
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Job > Job Audits > Audit Job Safety Analysis > Audits Attending Employees Audit Attending Employees Loop Start Audit Attending Employees Loop End Audit Attending Employees |
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Job > Job Audits > Audit Quality Assurance Audit Job Safety Analysis Loop Start Audit Job Safety Analysis Loop End If Audit Before Job If Audit Before Job and Most Recent If Audit After Job If Audit After Job and Most Recent If Audit Most Recent Audit Signature Audit Employee |
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Job > Job Audits > Audit Quality Assurance > Audits Audits Loop Start Audits Loop End Audit Name |
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Job > Job Audits > Audit Quality Assurance > Audits > Audit Questions Audit Questions Loop Start Audit Questions Loop End Audit Group Audit Question Audit Response Audit Response Message |
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Job > Job Audits > Audit Quality Assurance > Audits Attending Employees Audit Attending Employees Loop Start Audit Attending Employees Loop End Audit Attending Employees |
| Job > Job Custom Fields
Custom fields defined in System |