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 |
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