Open an email or SMS template.

Click the "Use tagging" button.

A side panel will appear with a list of supported tags by category.

Choose a tag to insert into your message body.

Click Close tagging to exit the panel.

Always preview templates before sending them.

Don’t add tags to modules where they are not supported.

Use formatting options for more polished outputs.

Use tags consistently to maintain branding and save time.

[customer_account_no] - Inserts the customer's unique account number in your system.

[customer_name] - Displays the customer's first name.

[customer_surname] - Displays the customer's last name or family name.

[customer_telephone] - Inserts the customer's primary landline number.

[customer_mobile] - Displays the customer's mobile phone number.

[customer_email] - Inserts the customer's email address.

[customer_address_line_1] - First line of the address, usually house/building number and street.

[customer_address_line_2] - Second line of the address (optional), often used for building name, floor, etc.

[customer_address_line_3] - Third line of the address (optional).

[customer_town] - Inserts the town or city in the customer’s address.

[customer_county] - Displays the county or region.

[customer_postcode]- Inserts the postcode or ZIP code.

[customer_advertising] - Shows how the customer heard about your business (e.g., Google, leaflet, referral).

[estimate_no] - Inserts the unique reference number for the estimate.

[estimate_created_date] - Displays the date the estimate was created.

[estimate_description] - Shows the job or service description included in the estimate.

[estimate_engineer_notes] - Inserts any notes added by the engineer at the time of creating the estimate.

[estimate_exc_vat] - Displays the total estimate amount excluding VAT.

[estimate_contact_name] - Displays the full name of the main contact for the estimate.

[estimate_contact_telephone] - Inserts the contact's landline number.

[estimate_contact_mobile] - Shows the contact's mobile phone number.

[estimate_contact_email] - Displays the contact’s email address.

[estimate_address_line_1] - First line of the estimate address (usually building number and street name).

[estimate_address_line_2] - Second line of the address (optional).

[estimate_address_line_3] - Third line of the address (optional).

[estimate_address_town] - Town or city for the estimate address.

[estimate_address_county] - County or region of the estimate location.

[estimate_address_postcode] - Postcode or ZIP code of the estimate address.

[estimate_address_account_no] - Displays the account number associated with the property or location the estimate is for.

[estimate_address_name] - Shows the name of the work address or site (e.g., site name or building name).

[estimate_portal_url] - Inserts a link to the customer-facing portal where the estimate can be viewed, accepted, or declined.

[job_no] - Unique reference number for the job.

[job_contact_name] - Name of the main contact for the job.

[job_contact_telephone] - Landline number of the job contact.

[job_contact_mobile] - Mobile number of the job contact.

[job_contact_email] - Email address of the job contact.

[Job_date] - Scheduled date of the job.

[job_description] - Description of the job or work being carried out.

[job_po_no] - Purchase order number linked to the job (if any).

[job_priority] - Priority level of the job (e.g., urgent, high, low).

[job_quoted_amount] - The quoted price or estimated amount for the job.

[job_customer_feedback_note] - Inserts the customer’s feedback or notes left after a job is completed.

[job_address_name] - Name of the work address or site.

[job_address_line_1] - First line of the job address (street or building number).

[job_address_line_2] - Second line of the address (optional).

[job_address_line_3] - Third line of the address (optional).

[job_address_town] - Town or city where the job is located.

[job_address_county] - County or region of the job address.

[job_address_postcode] - Postcode or ZIP code for the job location.

[job_address_account_no] - Account number associated with the job address or property.

[after_sales_care_portal_url] - Link to the after-sales care portal where customers can review job follow-ups or feedback options.

[rebooking_portal_url] - Generates a direct link to the customer-facing portal where they can rebook the job.

[Service_reminder_name] - The name of the service being reminded (e.g., Boiler Service, Safety Check).

[service_due_date] - The date by which the service is due.

[service_contact] - The name of the person to contact for this service.

[service_reminder_booking_portal_url] - A link to the online booking portal where the customer can schedule their service.

[diary_date] - The date of the scheduled appointment.

[diary_time] - A general time label for the appointment (may vary by format or context).

[diary_start_time] - The exact start time of the scheduled appointment.

[diary_end_time] - The end time of the scheduled appointment.

[diary_engineer] - The name of the engineer assigned to the appointment.

[diary_description] - A brief description of the job or task scheduled in the diary.

[diary_engineer_notes] - Notes added for the engineer related to this appointment.

[diary_service_window] - The designated service window (e.g., "8 AM – 12 PM") during which the visit is expected.

[invoice_date] - The date the invoice was issued.

[invoice_no] - The unique invoice number.

[landlord_name] - Name of the landlord

[invoice_address_name] - Name of the property or billing address.

[invoice_address_line_1] - First line of the invoice address.

[invoice_address_line_2] - Second line of the invoice address (optional).

[invoice_address_line_3] - Third line of the invoice address (optional).

[invoice_address_town] - Town or city of the invoice address.

[invoice_address_county] - County or region for the invoice address.

[invoice_address_postcode] - Postcode or ZIP code for the invoice address.

[invoice_description] - Short description of the invoice or service provided.

[invoice_more_details] - Additional details or breakdown of charges.

[invoice_exl_vat] - Total amount excluding VAT.

[invoice_vat] - VAT amount applied to the invoice.

[invoice_total] - Total invoice amount including VAT.

[invoice_total_paid] - Amount already paid toward the invoice.

[invoice_remainder_to_pay] - Outstanding balance still to be paid.

[invoice_portal_url] - Link to the customer-facing portal to view or pay the invoice online.

[supplier_name] - Displays the name of the supplier.

[supplier_address_line_1] - First line of the supplier’s address (e.g., street or building number).

[supplier_address_line_2] - Second line of the supplier’s address (optional).

[supplier_address_line_3] - Third line of the supplier’s address (optional).

[supplier_town] - Town or city where the supplier is located.

[supplier_county] - County or region of the supplier’s address.

[supplier_postcode] - Postcode or ZIP code of the supplier’s address.

[supplier_telephone] - Supplier’s main contact number.

[supplier_email] - Supplier’s primary email address.

[po_date] - The date the purchase order was created.

[po_no] - The unique reference number for the purchase order.

[po_description] - A brief description of the items or services requested in the purchase order.

[booking_portal_link] - Inserts a link to the online booking portal, allowing the customer to schedule an appointment or service directly.​

[mandate_customer_approval] - Indicates whether customer approval is required for the job or service (e.g., "Yes" or "No").

[job_customer_feedback_note] - Inserts any feedback or comments left by the customer after the job is completed.

[customer_portal_url] - Provides a link to the customer portal where they can view jobs, estimates, invoices, and other related information.

[opportunity_no] - Unique reference number for the opportunity.

[opportunity_date] - Date the opportunity was created.

[opportunity_description] - Summary of the opportunity or proposed work.

[opportunity_engineer_notes] - Notes entered by the engineer during the opportunity creation or visit.

[opportunity_invoice_category] - The invoice category assigned to the opportunity (used for billing/reporting purposes).

[opportunity_usergroup] - The user group assigned to manage or follow up on the opportunity.

[opportunity_pipeline] - Pipeline stage the opportunity is currently in (e.g., new, quoted, won, lost).

[opportunity_reporting_line] - The reporting line or structure the opportunity is linked to for internal tracking.

[opportunity_sales_person] - The salesperson assigned to the opportunity.

[opportunity_customer_reference] - External or internal customer reference related to the opportunity.

[opportunity_customer_contact_name] - Name of the customer contact for the opportunity.

[opportunity_customer_contact_telephone] - Landline number of the customer contact.

[opportunity_customer_contact_mobile] - Mobile number of the customer contact.

[opportunity_customer_contact_email] - Email address of the customer contact.

[opportunity_address_name] - Name or label for the address (e.g., "Main Office" or "Unit 5").

[opportunity_address_line_1] - First line of the address (street or building name).

[opportunity_address_line_2] - Second line of the address (optional).

[opportunity_address_line_3] - Third line of the address (optional).

[opportunity_address_town] - Town or city of the address.

[opportunity_address_county] - County or region.

[opportunity_address_postcode] - Postcode or ZIP code of the opportunity location.

[opportunity_address_account_no] - Account number associated with the property or site.

[opportunity_address_telephone] - Landline number for the property/site.

[opportunity_address_mobile] - Mobile number linked to the property/site.

[opportunity_address_email] - Email address related to the property/site.

[opportunity_site_contact_name] - Name of the on-site contact for the opportunity.

[opportunity_site_contact_telephone] - Telephone number for the site contact.

[opportunity_site_contact_mobile] - Mobile number for the site contact.

[opportunity_site_contact_email] - Email address of the site contact.

[opportunity_access_method] - Instructions on how to access the property or site.

[opportunity_access_notes] - Additional notes or considerations for site access.

[opportunity_parking_instructions] - Parking guidance or restrictions related to the site.

[contact_name] - Displays the full name of the primary contact.

[contact_telephone] - Shows the primary telephone number of the contact.

[job_contact_mobile] - Indicates the mobile phone number of the contact specifically associated with a particular job or project.

[job_contact_email] - Shows the email address of the contact specifically associated with a particular job or project.

[job_address_primary_contact_email] - Displays the email address of the main contact person at the job's primary address.

[job_address_primary_contact_mobile] - Displays the mobile number of the main contact person at the job's primary address.

[contact_position] - Shows the job title or position of the contact within their organization.

[contact_login_role_name] - Indicates the name of the role assigned to the contact for system login or access purposes.

[service_contact] - Displays the name of the contact person specifically designated for service-related communications.

[service_reminder_properties_due] - Indicates properties or assets associated with a service that are due for a reminder (e.g., upcoming maintenance, contract renewal).

[client_name] - Inserts the full name of the client into the message.

[client_telephone] - Adds the client’s primary phone number.

[client_email] - Inserts the client’s email address on file.

[payment_id] - Inserts the unique ID assigned to the payment.

[payment_date] - Displays the date the payment was received.

[payment_reference] - Shows the payment reference entered (e.g., cheque number or transaction ID).

[payment_method] - Indicates the payment method used (e.g., card, cash, bank transfer).

[payment_nominal_account] - Displays the nominal account the payment is assigned to in your accounting setup.

[payment_amount] - Shows the total amount paid by the client.

[payment_charge] - Inserts any additional charges (e.g., processing fees) applied to the payment.

[payment_invoice_no] - Displays the invoice number the payment is associated with.

[payment_job_no] - Inserts the job number linked to the payment.

[payment_invoice_list] - Lists all invoices associated with the payment (useful for bulk payments).

[engineer_profile_portal_url] - Generates a link to the engineer’s profile page in the customer-facing portal.

[statement_portal_url] - Inserts a link for the client to view their full statement of account in the portal.

[proposal_created_by] - Displays the name of the staff member who created the proposal.

[proposal_created_on] - Shows the date the proposal was created.

[upload_media_portal_url] - Provides a link for the customer to upload images or documents via the portal.

[view_media_portal_url] - Generates a link for the customer to view photos, videos, or files related to their job or estimate.

[supplier_price_portal_url] - Links to a portal page showing the supplier price list related to a proposal, if shared.

[contract_name] - Inserts the name of the contract assigned to the customer.

[contract_startdate] - Displays the start date of the contract.

[contract_enddate] - Shows the contract's end date.

[contract_contact_email] - Inserts the email address of the main contract contact.

[contract_contact] - Displays the full name of the main contract contact.

[contract_invoice_collection_table] - Adds a table showing the contract’s invoice collection schedule or breakdown.

[contract_bank_name] - Inserts the name of the bank account associated with the contract’s payment setup.

[contract_bank_account_ending] - Displays the last few digits of the bank account linked to the contract.

[contract_mandate_reference] - Shows the direct debit mandate reference used for recurring payments.

[contract_invoice_contact] - Inserts the name of the person responsible for handling invoices under the contract.

[vehicle_registration_number] - Inserts the full registration number of the vehicle.

[vehicle_known_as] - Displays the nickname or internal reference name for the vehicle.

[vehicle_reminder_name] - Shows the name of the upcoming reminder (e.g., MOT, tax, insurance).

[vehicle_reminder_date] - Displays the due date of the vehicle reminder.

[vehicle_maintenance_name] - Inserts the name of the scheduled vehicle maintenance (e.g., "6-month service").

[vehicle_maintenance_date_due] - Shows the due date for the vehicle maintenance.

[vehicle_maintenance_mileage_due] - Displays the mileage at which the maintenance is due.

[vehicle_check_form_name] - Shows the name of the vehicle inspection or safety check form.

[vehicle_driver] - Inserts the name of the driver currently assigned to the vehicle.

[geofence_location_name] - Displays the name of the geofenced location the vehicle has entered or exited.

Hello, [job_contact_name] ➡️ Hello, Mrs Sue Smith

Hello, [job_contact_name:title lastname] ➡️ Hello, Mrs Smith

Hello, [job_contact_name:firstname lastname] ➡️ Hello, Sue Smith

Hello, [job_contact_name:firstname] ➡️ Hello, Sue