What Data Tags are used on Order Forms?

Here is a list of the Data Tags that are used on Order Forms that is helpful if you are creating your own form. We can also create a custom order form for a fee, please contact us to set up a Custom Form Consult with a technician.

Account

Field Data Tag Comments
Account Name [FILE_AS] Account Name (“File As” is a legacy SCB data tag name)
First Name [FIRST_NAME]
Last Name [LAST_NAME]
First and Last Name [FIRST_AND_LAST_NAME]  First Last
Company Name [BUSINESS_NAME]
Phone1 [PHONE]
Phone2 [ALT_PHONE1]
Phone3 [ALT_PHONE2]
Phone Note 1 [PHONE_NOTE1]
Phone Note 2 [PHONE_NOTE2]
PHone Note 3 [PHONE_NOTE3]
Phone1 Label [PHONE_LABEL] Label assigned to the phone1 field
Phone2 Label [ALT_PHONE1_LABEL] Label assigned to the phone2 field
Phone3 Label [ALT_PHONE2_LABEL] Label assigned to the phone3 field
Phone1 Note [PHONE_NOTE1]
Phone2 Note [PHONE_NOTE2]
Phone3 Note [PHONE_NOTE3]
Fax [FAX]
Email [EMAIL]
Address1 [BILLING_ADDRESS1] Billing address line
Address2 [BILLING_ADDRESS2] Billing address line
City [BILLING_CITY] Billing address line
State [BILLING_STATE] Billing address line
Zip [BILLING_ZIP] Billing address line
County [BILLING_COUNTY] Billing address line
Country [BILLING_COUNTRY] Billing address line
Balance Due (customer) [CUSTOMER_BALANCE] Customer’s current balance due
Last Invoice Date [LAST_INVOICE_DATE] Customer’s last invoice completion date
Last Service Date [LAST_SERVICE_DATE] Customer’s last invoice completion date
Reference [BILLING_CROSS_STREET] Billing address reference field (“Cross Street’ is the legacy name from SCB)
Account Reference [ACCOUNT_REFERENCE]
Acquisition Date [ACQUISITION_DATE]
Account Memo [Memo] or [MEMO]  *This is often alerted information on the account and typically isn’t something printed on orders.

 

Account – Special Formatting

Field Data Tag Comments
Address Block [BILLING_ADDRESS_BLOCK] Prints multi-line billing address block that includes Addr1, Addr2, City, State, and Zip code
City_State_Zip line [BILLING_CITY_STATE_ZIP] Prints the billing city state zip in “City, State Zip” format
Billing Address [BILLING_ADDRESS_COMBINED] Combines Street Address 1 and 2
Contact Name [CONTACT_NAME] “FirstName LastName” or prints the Site Contact if FirstName & LastName are blank
Friendly Name [FRIENDLY_NAME] ie. “Mr Doe” for residential, company name for commercial
Formal Name [FORMAL_NAME] ie. “Mr. John Doe” for residential, company name for commercial.
Formal Contact Name [FORMAL_CONTACT_NAME] Print site contact name if provided or customer’s formal name
Customer Name [FIRST_AND_LAST_NAME] ie. “John Doe”
Reference [ACCOUNT_REFERENCE] Reference under Categorizing section (Account Screen)

 

Sales Rep Info

Field Data Tag Comments
Sales Rep First Name [SALES_REP_FIRST_NAME]
Sales Rep Last Name [SALES_REP_LAST_NAME]
Sales Rep Phone 1 [SALES_REP_PHONE1]
Sales Rep Phone 1 Label [SALES_REP_PHONE1_LABEL]
Sales Rep Phone 2 [SALES_REP_PHONE2]
Sales Rep Phone 2 Label [SALES_REP_PHONE2_LABEL]

Order

Field Data Tag Comments
Order No. [ORDER_NO]
Order Type [ORDER_TYPE]
Ref No. [REF_NO]
Date Created [DATE_CREATED]
Date Completed [DATE_COMPLETED]
SubTotal [SUBTOTAL]
Discount Total [DISCOUNT]
Tax Total [TAX]
Grand Total [TOTAL]
Balance Due [INVOICE_BALANCE]
Tax Rate [TAX_RATE]
Tip [TIP]
Payment Rec’d Amt. [INVOICE_PAYMENTS_RECD]
Sales Rep Name [SALES_REP]
Order Note [NOTE]
Date of Loss [DATE_OF_LOSS]
Action Item [FURNITURE_ACTION]
Order Lead Source [LEAD_SOURCE]
Order Lead Note [LEAD_NOTE]
Order Group [ORDER_GROUP]
Order SubGroup [ORDER_SUBGROUP]
Site Name [JOB_ADDRESS_NAME]
Site Address1 [JOB_ADDRESS1]
Site Address2 [JOB_ADDRESS2]
Site City [JOB_CITY]
Site State [JOB_STATE]
Site Zip [JOB_ZIP]
Site County [JOB_COUNTY]
Site Country [JOB_COUNTRY]
Job Address [JOB_ADDRESS_COMBINED] address 1 and address 2 into a single line
Site Address [SITE_ADDRESS_COMBINED] address 1 and address 2 into a single line
Due Date [DUE_DATE]
Order Paid Indicator [ORDER_PAID] Prints the word “PAID” if the order’s total is greater than zero and the balance due = zero
Payment Terms [TERMS] Prints the payment terms: Net 15, Net 30, Net 60, or Due Upon Receipt
Disclaimer1 [DISCLAIMER]
Disclaimer2 [DISCLAIMER2]
Site Reference [JOB_CROSS_STREET] Site address reference field (“Cross Street’ is the legacy name from SCB)
Site Note [PROPERTY_NOTE]

 

Order Tax

Field Data Tag Comments
Tax Total [TAX] Order Tax Total
Tax Name [TAX_NAME] Order Tax Name
Tax Rate [TAX_RATE] Order Tax Rate
Tax Component1 Name [TAX_COMP1_NAME]
Tax Component1 Amount [TAX_COMP1_AMT]
Tax Component2 Name [TAX_COMP2_NAME]
Tax Component2 Amount [TAX_COMP2_AMT]
Tax Component3 Name [TAX_COMP3_NAME]
Tax Component3 Amount [TAX_COMP3_AMT]
Tax Component4 Name [TAX_COMP4_NAME]
Tax Component4 Amount [TAX_COMP4_AMT]
Tax Component5 Name [TAX_COMP5_NAME]
Tax Component5 Amount [TAX_COMP5_AMT]

 

Line Items

Field Data Tag Comments
Line Qty [LINE_QTY_{0}] Repeatable Line Qty. Replace {0} with the line number starting with 1
Line Name [LINE_NAME_{0}] Repeatable Line Name. Replace {0} with the line number starting with 1
Line Description [LINE_DESC_{0}] Repeatable Line Description. Replace {0} with the line number starting with 1
Line Price [LINE_PRICE_{0}] Repeatable Line Price. Replace {0} with the line number starting with 1
Line Total [LINE_TOTAL_{0}] Repeatable Line Total. Replace {0} with the line number starting with 1
Line Subtotal [LINE_SUBTOTAL_{0}] Repeatable Line Sub Total. Replace {0} with the line number starting with 1
Line Discount Total [LINE_DISC_TOTAL_{0}] Repeatable Line Discount Total. Replace {0} with the line number starting with 1
Line Service Date [LINE_DATE_{0}] Repeatable Line Service Date (entered on the item detail screen)
Package Name [PACKAGE_NAME_{{PackageNumber}}] Repeatable Package Number. Replace {PackageNumber} with the package number
Package Subtotal [PACKAGE_SUBTOTAL_{{PackageNumber}}] Repeatable Package Number. Replace {PackageNumber} with the package number
Tip Collected [TIP] When the Tip feature is utlized this will show the amount of the tip collected

Service Item

Field Data Tag Comments
Service Item Name [SI_NAME_{0}] Repeatable Item Name. Replace {0} with the line number starting with 1
Service Item Description [SI_DESC_{0}] Repeatable Item Desc. Replace {0} with the line number starting with 1
Service Item Quantity [SI_QTY_{0}] Repeatable Item Qty. Replace {0} with the line number starting with 1
Service Item Dimensions [SI_DIMS_{0}] Repeatable Item Dimensions. Replace {0} with the line number starting with 1

 

Site – Special Formatting

Field Data Tag Comments
Site City_State_Zip line [JOB_CITY_STATE_ZIP] Prints the site city state zip in “City, State Zip” format
Site Address Block [JOB_ADDRESS_BLOCK] Prints the address1, address2, city, state, zip multi-line address block
Site Contact Name [SITE_CONTACT] Prints site contact’s name if provided or prints primary account’s first & last name
Site Phone [SITE_PHONE] Prints site contact’s phone if provided or next available phone #. (primary or alt phone #’s)
Site Phone 1 Label [SITE_PHONE1_LABEL]
Site Phone 2 [SITE_PHONE2]
Site Phone 2 Label [SITE_PHONE2_LABEL]
Site Phone 3 [SITE_PHONE3]
Site Phone 3 Label [SITE_PHONE3_LABEL]
Site Email [SITE_EMAIL]

Job

Field Data Tag Comments
Start Date [JOB_START_DATE] Short date format ie. 5/15/2010
Start Time [JOB_START_TIME] Short time format ie. 3:45 PM
End Date [JOB_END_DATE] Short date format ie. 5/15/2010
End Time [JOB_END_TIME] Short time format ie. 3:45 PM
Job Technicians [JOB_TECHNICIAN] Technician names separated by commas
Job Technicians [JOB_TECH_FIRSTNAME] Technician names separated by commas, first name only

 

Company Header

Field Data Tag Comments
Current Date Time [CURRENT_DATETIME] Date/time format ie. 5/15/2010 3:45 PM
Current Date Only [CURRENT_DATE] Short date format ie. 5/15/2010
Current Time Only [CURRENT_TIME] Short time format ie. 3:45 PM
Company Name [COMPANY_NAME]
Company Logo [COMPANY_LOGO] Prints the company’s logo image
Company Address1 [COMPANY_ADDRESS1]
Company Address2 [COMPANY_ADDRESS2]
Company City [COMPANY_CITY]
Company State [COMPANY_STATE]
Company Zip [COMPANY_ZIP]
Company County [COMPANY_COUNTY]
Company Country [COMPANY_COUNTRY]
Company Phone [COMPANY_PHONE]
Company Phone2 [COMPANY_PHONE2]
Company Fax [COMPANY_FAX]
Company Email [COMPANY_EMAIL]
Company Website [COMPANY_WEBSITE]
Company License1 [COMPANY_LICENSE1]
Company License2 [COMPANY_LICENSE2]
Company License3 [COMPANY_LICENSE3]
Tax ID Number [COMPANY_TAX_ID]

 

Company – Special Formatting

Field Data Tag Comments
Company Address Block [COMPANY_ADDRESS_BLOCK] Prints the address1, address2, city, state, zip multi-line address block
Company Address Combined [COMPANY_ADDRESS_COMBINED] combine address 1 and address 2 into a single line

 

Payments

Field Data Tag Comments
Last Payment Amount [LAST_PMT_AMOUNT] Last dated payment against an order; Amount
Last Payment Date [LAST_PMT_DATE] Last dated payment against an order; Date
Last Payment Memo [LAST_PMT_MEMO] Last dated payment against an order; Memo
Last Payment Reference [LAST_PMT_REFERENCE] Last dated payment against an order; Reference
Last Payment Type [LAST_PMT_TYPE] Last dated payment against an order; Payment Type

Leave a Reply

ServiceMonster is a software platform designed to help cleaning businesses grow. Our support staff will happily help you with whatever issue you are experiencing: don't hesitate to call us at 888.901.3300 or email us at support (at) principalfocus (dot) com for assistance!

Main Website Links:
CRM Features | Marketing Features | Carpet Cleaning Software | Pressure Washing Software | Window Cleaning Software | Maid Service Software | Pricing | Free Demo