Customer template tags
You can use the follow template tags to add in information specific to the customer receiving the message.
- @theLink
- If you're on a plan which includes the customer portal this link will take the customer to the customer portal and log them in. If your plan does not include the customer portal this link will take the customer to your payment widget. Depending on you settings, the portal or payment widget could be on your own website or a page hosted by getSoapy.
- @theShortLink
- Just like @theLink, but this link will be shortened. For example, "gspy.uk/abcdef". Links sent in SMS are always shortened.
- @customerBalance
- The customer's current balance, for example "-£ 20.00".
- @customerEmail
- The customer's email address, if available.
- @customerFirstName
- The customer's first name. You can also use just @firstName.
- @customerLastName
- The customer's last name. You can also use just @lastName.
- @customerName
- The customer's full name. You can also use just @name.
- @customerBusinessName
- The customer's business name, if applicable.
- @customerAutoName
- The customer's business name if the customer type is business, or the full personal name if they are not.
- @customerType
- The type of customer, either 'Business', 'Individual', or 'Unknown'.
- @customerPhoneNumber
- The customer's phone number, if available.
- @customerPostcode
- The customer's postcode.
- @customerShortId
- The customer's short ID, for example "XY12".
- @customerStatus
- The customer's status, for example "Active".
These tags are available in messages about specific jobs, for example when a job is scheduled or completed.
- @jobCost
- The cost of the job, for example "£ 18.00".
- @jobDueWeek
- The date of the Monday of the week the job is due. You should make it clear this is the week commencing, so customers don't mistake it as the date the job will be completed.
- @jobFrequency
- The frequency the job is to be repeated on, for example "Every 4 Weeks" or "Quarterly".
- @jobLastDone
- The date the job was last done, for example "4th May".
- @jobNotes
- Any notes on the job.
- @jobScheduledDate
- The date the job is scheduled for, for example "4th May".
- @jobEstimatedTime
- The estimated time a job is scheduled for, for example "2:30pm". This is only available with automatic scheduling.
- @jobServices
- The services the job includes, using the name of the service which you can customise. For example "Window Cleaning, Conservatory Cleaning".
- @jobShortId
- The short ID of the job, for example "XY12"
- @jobStatus
- The status of the job, for example "Scheduled" or "Today".
These tags are within invoice templates.
- @invoiceTotal
- The cost of the invoice, for example "£ 18.00".
- @invoiceOutstanding
- The amount outstanding on the invoice. This may be the same as @invoiceTotal, or less if partial payment has been made.
- @invoicePaid
- The amount of the invoice which has been paid. for example "£ 0.00" if no payment has been made.
- @invoiceStatus
- The Status of the invoice, for example "Outstanding" if payment is still to be made, or "Paid" if it has.
- @invoiceDueDate
- The date the customer should make payment by, , for example "4th May".
- @invoiceNetDays
- The number of days the customer has to make payment before it is considered late, for example "14".
Customers
- Adding a cash payment to a customer
- How do I change the messages sent to customers?
- How do I charge a customer?
- How is recurring value calculated?
- How to add a customer
- Understanding customers in getSoapy
- What is the customer portal?
Payments
- Bank Reconciliation
- Exporting payment data
- How do I receive payments?
- How much do payments cost?
- Payment Statuses
Quotes
- Can I customise the quote fields?
- How do I receive quotes?
- Quote Statuses
- Using tags in itemisations
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