There are many general fields that can be used on Project/Production Job forms, while some may be the same as Document Template merge fields - these are inherently different and a merge field that works on a document template may very well not work on a form.
Below is a list of applicable merge fields that work with WorkGuru forms, broken down by type:
Project Form Fields:
[ProjectNumber]
[ProjectName]
[ProjectDescription]
[ProjectStartDate]
[ProjectDueDate]
[ClientPurchaseOrder]
[ProjectContactName]
[ProjectContactPhone1]
[ProjectContactPhone2]
[ProjectContactEmail]
[ProjectTotal]
[ProjectTax]
[ProjectTotalIncTax]
Client Form Fields:
[ClientName]
[ClientABN]
[ClientAddress1]
[ClientAddress2]
[ClientState]
[ClientCity]
[ClientPostcode]
[ClientWebsite]
[ClientPhone]
[ClientFax]
[ClientCreditLimit]
[ClientCreditDays]
[ClientCity]
Quote Form Fields:
[QuoteName]
[QuoteNumber]
[QuoteDisplayNumber]
[QuoteRevisionNumber]
[QuoteDate]
[QuoteExpiryDate]
[QuoteRecommendedJobDate]
[QuoteDescription]
[QuoteContactFullName]
[QuoteContactFirstName]
[QuoteContactLastName]
[QuoteContactPhone]
[QuoteContactPhone2]
[QuoteContactEmail]
[QuoteOwner]
[QuoteOwnerFirstName]
[QuoteOwnerLastName]
[QuoteOwnerPhone]
[QuoteOwnerEmail]
[QuoteTotal]
[QuoteTax]
[QuoteTotalIncTax]
[QuoteProductTotal]
[QuoteTaskTotal]
[QuoteProductOptionsTotal]
[QuoteTaskOptionsTotal]
[QuoteProductTotalCost]
[QuoteTaskTotalCost]
[QuoteProductTotalTax]
[QuoteTaskTotalTax]
[QuoteProductOptionsTotalTax]
[QuoteTaskOptionsTotalTax]
[QuoteProductTotalIncTax]
[QuoteTaskTotalIncTax]
[QuoteProductOptionsTotalIncTax]
[QuoteTaskOptionsTotalIncTax]
[QuoteWeight]
[QuoteVolume]
[QuoteMargin]
[QuoteTotalCost]
[QuoteForecastProfit]
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article