What a variable does
A variable is a placeholder that Fieldified replaces with information from the client or work record when preparing a message.
For example:
Hi {{CLIENT_FIRST_NAME}}, your visit is scheduled for {{VISIT_DATE_AND_TIME}}.When sent, the client sees their first name and actual appointment schedule instead of the placeholder text.
Variables make reusable templates personal while reducing manual entry.
Insert a variable
- Open Email Templates.
- Select a communication type.
- Place the cursor where the value should appear.
- Select Insert Variable.
- Choose a supported value from the list.
- Preview the message.
- Save the template.
Use the picker because the available variables depend on the message and its source record. A visit reminder can use appointment information, while an invoice email can use payment and balance information.
Preview before enabling a template
The preview shows sample or selected-record values in place of variables.
If a placeholder remains visible:
- The variable may be misspelled.
- It may not be supported by that template.
- The selected preview record may not contain the source value.
- The opening or closing braces may have been edited.
Use a realistic client and work record when testing date, address, total, and assigned-team variables.
Business and reply details
| Variable | Inserts |
|---|---|
{{COMPANY_NAME}} | Company name from Company Settings |
{{COMPANY_EMAIL}} | Company email address |
{{COMPANY_PHONE}} | Company phone number |
{{REPLY_EMAIL}} | Reply destination for this communication type |
{{CURRENT_DATE}} | Date on which the message is prepared |
Keep Company Settings current before using these values.
Client details
| Variable | Inserts |
|---|---|
{{CLIENT_NAME}} | Client display name or company name |
{{CLIENT_FIRST_NAME}} | Client first name |
{{CLIENT_LAST_NAME}} | Client last name |
{{CLIENT_COMPANY_NAME}} | Client company name |
{{CLIENT_TITLE}} | Client title or salutation |
{{CLIENT_ACCOUNT_BALANCE}} | Current client account balance |
{{PROPERTY_ADDRESS}} | Service property address |
Use first-name greetings only when individual client records reliably contain a first name. {{CLIENT_NAME}} is safer for a mixture of people and companies.
Assessment and visit details
| Variable | Inserts |
|---|---|
{{VISIT_DATE_AND_TIME}} | Scheduled appointment date and time |
{{VISIT_DATE}} | Appointment date |
{{VISIT_TIME}} | Start and end time |
{{VISIT_LOCATION}} | Service address |
{{VISIT_DETAILS}} | Combined date, time, and address summary |
{{ARRIVAL_WINDOW}} | Expected arrival range |
{{ASSIGNED_TEAM}} | Assigned team members |
{{APPOINTMENT_LINK}} | Secure client appointment link |
For anytime appointments, {{VISIT_TIME}} can be empty or display an anytime label. Write the sentence so it still reads naturally.
Job details
| Variable | Inserts |
|---|---|
{{JOB_NUMBER}} | Job reference number |
{{JOB_TITLE}} | Job title |
{{JOB_START_DATE}} | Job start date |
{{JOB_DATE_AND_TIME}} | First or relevant scheduled job appointment |
{{JOB_LOCATION}} | Job property address |
{{JOB_DETAILS}} | Combined job schedule and location summary |
{{CHECKLIST_NAME}} | Name of a checklist being delivered |
Booking confirmations and job follow-ups use job variables. Visit reminders should use visit variables when the message concerns one appointment in a recurring job.
Quote details
| Variable | Inserts |
|---|---|
{{QUOTE_NUMBER}} | Quote reference number |
{{QUOTE_TITLE}} | Quote title |
{{QUOTE_TOTAL}} | Current quote total |
{{QUOTE_DEPOSIT}} | Required deposit |
{{QUOTE_DISCOUNT}} | Quote-level discount |
{{QUOTE_SENT_DATE}} | Date the quote was sent |
{{QUOTE_DAYS_OPEN}} | Days since delivery |
{{QUOTE_LINK}} | Secure client quote link |
Quote variables are available to new-quote, approval, and quote follow-up communication as appropriate.
Invoice details
| Variable | Inserts |
|---|---|
{{INVOICE_NUMBER}} | Invoice number |
{{INVOICE_SUBJECT}} | Invoice title or subject |
{{INVOICE_TOTAL}} | Original invoice total |
{{INVOICE_BALANCE}} | Remaining invoice balance |
{{INVOICE_ISSUED_DATE}} | Issued date |
{{INVOICE_DUE_DATE}} | Due date |
{{INVOICE_DAYS_OVERDUE}} | Number of overdue days |
{{INVOICE_LINK}} | Secure client invoice link |
The client account balance and invoice balance are different values. Use the invoice balance when the message is specifically about one invoice.
Payment and receipt details
| Variable | Inserts |
|---|---|
{{PAYMENT_AMOUNT}} | Amount received |
{{PAYMENT_DATE}} | Payment date |
{{PAYMENT_TYPE}} | Payment or deposit |
{{PAYMENT_METHOD}} | Recorded payment method |
{{RECEIPT_LINK}} | Secure receipt link |
Payment variables belong in receipt and payment-confirmation emails, where a completed transaction is available as the source.
Secure links
Client-facing links are generated for the intended client and work record. Do not copy a populated secure link from one client’s preview into another template or message.
Insert the corresponding link variable and let Fieldified generate a new link at send time.
Missing or unsupported values
Write templates so they remain understandable when an optional value is empty.
Instead of:
Your technician is {{ASSIGNED_TEAM}}.Use:
You can view the latest appointment and team details here: {{APPOINTMENT_LINK}}Before enabling an automation:
- Preview a fully populated record.
- Preview a record with optional fields missing.
- Test both email and text versions.
- Confirm date, currency, and timezone formatting.
- Verify every secure link opens the intended client record.