Work Settings

Email Templates

In Jobber you can format the email templates you use to email your clients with. To edit email templates go to the Settings gear > Settings > Email Templates from the sub menu. 

Email templates include:

• Work Request Confirmation
• Quotes
• Quote Approval
• Job Forms
• Invoices
• Payment and Deposit Receipts
• Statements
• Signed Documents (when a signature is collected in Jobber)
• Chemical Tracking

The email template will allow you to customize or set up a default message for the body of text that is sent along when you email a quote, invoice, receipt, statement, signed document. There are also templates for when a quote has been approved by your client or as the confirmation that you receive a new work request.

You can edit the template on the left of the page with a preview of how the template will look on the left. 

 

Variables

You can use variables in your email templates so that Jobber will automatically enter the information specified by the variable for that client for you. Variables can be used in the subject line and body of the email template. 

For example if you use the variable {{CLIENT_NAME}} in an invoice template, if you were to email an invoice to 'John Smith' from Jobber, the email would autofill 'John Smith' where {{CLIENT_NAME}} was **added** into the template.

Clicking on Insert Variable will bring up a list of variables that you can choose from. Clicking on them will insert them into the template for you.

 

 

List of Email Variables

Please note: Some of these variables are context specific, so they will only show in certain areas. We've written these into the Output column below for you.

For example, the variable {{ASSIGNED_TO}} will only work in client reminders.

Variable Name	Label	Output
{{ACCOUNT_BALANCE}}	Account balance	Client's account balance. Please note that when using this variable with invoices the amount shown will be the balance before this invoice is sent
{{ADDRESS}}	Service address	This is the service address, this is the location of the work taking place.
{{ASSIGNED_TO}}	Assigned employee(s)	Assigned employees on a visit (Will only work on client reminders)
{{CLIENT_COMPANY_NAME}}	Company name	Client's company name
{{CLIENT_FIRST_NAME}}	First name	Client's first name
{{CLIENT_LAST_NAME}}	Last name	Client's last name
{{CLIENT_NAME}}	Client name	Client's full name or company name
{{CLIENT_TITLE}}	Client title	Client's Title (e.g. Mr, Mrs., etc.)
{{COMPANY_NAME}}	Your company name	Your company name. You can specify this from branding settings
{{CURRENT_DATE}}	Today (Day email is sent)	Email sent date
{{DEFAULT_PHONE}}	Company phone number	Your company phone number, as entered in branding settings.
{{DEPOSIT_AMOUNT}}	Deposit amount	Quote or invoice deposit amount (Will only work on quotes and invoices)
{{DISCOUNT_AMOUNT}}	Discount amount	Quote or invoice discount amount (Will only work on quotes and invoices)
{{INVOICE_DUE_DATE}}	Due date of payment	Calculated or specified invoice due date (Will only work on invoices)
{{INVOICE_NUMBER}}	Invoice number	Invoice identification number with pound (#) sign (Will only work on invoices)
{{INVOICE_SUBJECT}}	Invoice subject	Invoice subject line (Will only work on invoices)
{{INVOICE_TOTAL}}	Due date	Invoice total amount including tax, deposit, and discount (Will only work on invoices)
{{JOB_DESCRIPTION}}	Subject	Job description from a quote or job
{{JOB_NUMBER}}	Number	Job identification number
{{PAYMENT_AMOUNT}}	Total	Payment or deposit amount (Will only work on receipts)
{{PAYMENT_OR_DEPOSIT}}	Description	Payment types. Displays either payment, deposit, or refunded (Will only work on receipts)
{{QUOTE_NUMBER}}	Number	Quote identification number with pound (#) sign (Will only work on quotes)
{{QUOTE_SENT_DATE}}	Sent Date	Quote sent date (Will only work on quotes)
{{QUOTE_TOTAL}}	Total	Quote total amount including tax and discount (Will only work on quotes)
{{VISIT_DATE_AND_TIME}}	Date and time	Displays the visit schedule (Will only work on client reminders)
{{VISIT_DETAILS}}	Summary	Displays the date, address, and time of the visit on separate lines (Will only work on client reminders)
{{VISIT_DATE_IN_WORDS}}	Visit Date	Displays the date in words (will only work on client reminders)
{{VISIT_LOCATION}}	Service address	Displays the visit service address (Will only work on client reminders)
{{VISIT_TIME}}	Time	Displays the start and end time of a visit (Will only work on client reminders) Anytime visits will not display a time
{{WHEN_VISIT_OCCURS}}	Time and Date	Displays the start time and the date of a visit (Will only work on client reminders)