Template Variables

Variables let you personalise templates with client, job, and company information. When you send a message, variables are automatically replaced with real data.

How Variables Work

Write variables in curly braces: {variable.name}

Example:

Hi {contact.first_name}, your quote is ready!

Becomes:

Hi Sarah, your quote is ready!

Available Variables

Contact Variables

Variable	Description	Example
{contact.first_name}	Client's first name	Sarah
{contact.last_name}	Client's last name	Johnson
{contact.full_name}	Client's full name	Sarah Johnson
{contact.email}	Client's email	sarah@example.com
{contact.phone}	Client's phone (formatted)	0412 345 678

Company Variables

Variable	Description	Example
{company.name}	Your company name	Vista Lawn Care
{company.phone}	Your company phone (formatted)	1300 084 782
{company.email}	Your company email	info@vistalawncare.com.au
{company.website}	Your company website	vistalawncare.com.au

Staff Variables

Variable	Description	Example
{staff.first_name}	Team member's first name	Tom
{staff.last_name}	Team member's last name	Wilson
{staff.full_name}	Team member's full name	Tom Wilson
{staff.email}	Team member's email	tom@vistalawncare.com.au
{staff.phone}	Team member's phone (formatted)	0411 222 333

Property Variables

Variable	Description	Example
{property.address}	Full property address	42 Smith St, Paddington QLD 4064
{property.street}	Street address	42 Smith St
{property.city}	City/suburb	Paddington
{property.state}	State	QLD
{property.postcode}	Postcode	4064

Quote Variables

Variable	Description	Example
{quote.number}	Quote number	Q-2024-0042
{quote.total}	Quote total amount	$350.00
{quote.expiry_date}	Quote expiry date	15/12/2025
{quote.portal_url}	Link to view quote online	https://...

Job Variables

Variable	Description	Example
{job.number}	Job number	J-2024-0108
{job.title}	Job title	Weekly Lawn Maintenance
{job.total}	Job total amount	$150.00
{job.services}	Comma-separated service list	Lawn Mowing, Edge Trimming, Hedging

Visit Variables

Variable	Description	Example
{visit.scheduled_date}	Visit date	15/11/2025
{visit.scheduled_time}	Visit time	9:00 AM
{visit.assigned_to}	Assigned team member	Tom Wilson
{visit.services}	Comma-separated service list	Pool Cleaning, Chemical Check

Phone Number Formatting

Phone numbers are automatically formatted for readability:

Stored As	Displayed As
+61412345678	0412 345 678
+611300123456	1300 123 456
+611800123456	1800 123 456
+61732001234	(07) 3200 1234

This applies to {company.phone}, {contact.phone}, and {staff.phone}.

Tips for Using Variables

Always Test First

Send a test message to yourself to check variables display correctly.

Handle Missing Data

If a variable's data is missing (e.g., contact has no phone), the variable will be blank. Write templates that still make sense if some data is missing:

Good:

Contact us at {company.phone} or {company.email}

Risky:

Call {contact.phone} to confirm

(What if they don't have a phone number?)

Use Conditional Content

Some templates support showing content only when data exists:

{if contact.phone}Call us: {contact.phone}{/if}

Common Patterns

Appointment Reminder

Hi {contact.first_name}, reminder: we'll be at {property.address}
on {visit.scheduled_date} at {visit.scheduled_time}.

Services: {visit.services}

Quote Follow-Up

Hi {contact.first_name}, just checking in about quote #{quote.number}.
Let me know if you have any questions - {staff.first_name}

Job Completion

Hi {contact.first_name}, we've finished at {property.address}.
Thanks for choosing {company.name}! - {staff.first_name}

Next Steps

• Communication Templates - Create and manage templates
• Sending Emails - Send messages to clients