Variables Updated

Table of Contents

  1. Overview
  2. Variables
  3. List of variables

Overview

Customize your communications with specific information automatically.

Variables are a way to fill in the blanks to customize a template message with information relevant to the client you're contacting. This saves you from having to type out specific details when sending messages, as the variable will populate it for you.

Variables

Variables are available for email as well as text messages, which can be found by going to the Gear Icon > Settings > Emails and Text Message.

For each template, variables can be inserted to populate the relevant information. 

A screenshot of the email template with default copy and Jobber variables

The preview shows what your client sees when they receive the email or text message from you will the variable populated with information. If you use a variable that isn't supported or make a typo, the preview will show the variable or incorrect text instead of populating correctly. The preview is a good way to look over what you'll be sending out, before you actually start sending things out. 

A screenshot of the email template preview, showing how Jobber variables are swapped with the content the variables represent

For example, in this email template the {{CLIENT_NAME}} variable populates with the name of the client that this email is being sent to, as well as the quote total and the date the quote was sent.

When variables can be added to a message, there will be an option below the message template to Insert Variable. This will insert the variable into your message, then when it's sent to your client the variable will fill in the blanks with the relevant information.

A screenshot showing an active insert variable button with a drop down displaying the variables you can select

List of variables

These are the variables that can be added into your communications. 

Note: different variables can be used in different messages, not every variable works in every message.

 
Variables that can be used in Jobber emails and texts
This table scrolls to the right
Variable Name What Does it Do? Where Can You Use it?
{{ADDRESS}} Address

Populates the address from the quote including

street, city, state, and zip code

 ✅Quote follow-ups (email & text)
✅Email templates (request, quote, and quote approval only)
{{ACCOUNT_BALANCE}} Account balance

Client's account balance.

Note: when using this variable with

invoices the amount shown will be

the balance before this invoice is sent

✅Quote Follow-ups (email & text)


✅Assessment & visit reminders reminders (email & text)


✅Invoice follow-ups (email & text)


✅Job booking confirmation (email & text)


✅Email templates (all)
{{ASSIGNED_TO}} Assigned employee(s) Assigned employees on a visit ✅Assessment & visit reminders (email & text)
{{CLIENT_COMPANY_NAME}} Company name Client's company name

✅Quote follow-ups (email & text)


✅Assessment & visit reminders (email & text)

 

✅Job booking confirmation (email & text)


✅Invoice follow-ups (email & text)


✅Email templates (all)
{{CLIENT_FIRST_NAME}} First name Client's first name

✅Quote follow-ups (email & text)


✅Assessment & visit reminders (email & text)

 

✅Job booking confirmation (email & text)


✅Invoice follow-ups (email & text)


✅Email templates (all)
{{CLIENT_LAST_NAME}} Last name Client's last name

✅Quote follow-ups (email & text)


✅Assessment & visit reminders (email & text)

 

✅Job booking confirmation (email & text)


✅Invoice follow-ups (email & text)


✅Email templates (all)
{{CLIENT_NAME}} Client name Client's full name or company name

✅Quote follow-ups (email & text)


✅Assessment & visit reminders(email & text)


✅Invoice follow-ups (email & text)


✅Email templates (all)
{{CLIENT_TITLE}} Client title Client's title (e.g. Mr, Mrs., etc.)

✅Quote follow-ups (email & text)


✅Assessment & visit reminders (email & text)

 

✅Job booking confirmation (email & text)


✅Invoice follow-ups (email & text)


✅Email templates (all)
{{COMPANY_NAME}} Your company name

Your company name.

You can specify this

from company settings

✅Quote follow-ups (email & text)


✅Assessment & visit reminders (email & text)

 

✅Job booking confirmation (email & text)


✅Invoice follow-ups (email & text)


✅Email templates (all)
{{CURRENT_DATE}} Today (Day email is sent) Email sent date

✅Quote follow-ups (email & text)


✅Assessment & visit reminders (email & text)

 

✅ Job booking confirmation (email & text)


✅Invoice follow-ups (email & text)


✅Email templates (all)
{{DAYS_OVERDUE}} Invoice days overdue

Number of days an invoice

is overdue by

 ✅Invoice follow-ups (email & text)
{{DEFAULT_EMAIL}} Company email address

Your company email address,

as entered in company settings

✅Quote follow-ups (email & text)


✅Assessment & visit reminders (email & text)

 

✅Job booking confirmation (email & text)


✅Invoice follow-ups (email & text)


✅Email templates (all)
{{DEFAULT_PHONE}} Your company’s phone number

The phone number listed

in company settings

✅Quote follow-ups (email & text)


✅Assessment & visit reminders (email & text)

 

✅Job booking confirmation (email & text)


✅Invoice follow-ups (email & text)


✅Email templates (all)
{{DEPOSIT_AMOUNT}} Quote deposit amount

Required deposit amount

from the quote

✅Quote follow-ups (email & text)


✅Invoice follow-ups (email & text)


✅Email templates (quotes, quote approvals, and invoices only)
{{DISCOUNT_AMOUNT}} Quote discount amount

Discount offered on

the quote in $

✅Quote follow-ups (email & text)


✅Invoice follow-ups (email & text)


✅Email templates (quotes, quote approvals, and invoices only)
{{INVOICE_BALANCE}} Invoice balance Balance from the invoice

✅Invoice follow-ups (email & text)


✅Invoice email template
{{INVOICE_DUE_DATE}} Invoice due date Date the invoice is due

✅Invoice follow-ups (email & text)


✅Invoice email template
{{INVOICE_NUMBER}} Invoice number Number of the invoice

✅Invoice follow-ups (email & text)


✅Invoice email template
{{INVOICE_SENT_DATE}} Invoice sent date Date the invoice was sent

✅Invoice follow-ups (email & text)


✅Invoice email template
{{INVOICE_SUBJECT}} Invoice subject

Shows the subject line

from the invoice

✅Invoice follow-ups (email & text)


✅Invoice email template
{{INVOICE_TOTAL}} Invoice total Total from the invoice

✅Invoice follow-ups (email & text)


✅Invoice email template
{{JOB_FORM_NAME}} Job form name Name of the job form ✅Job form email template

{{JOB_TITLE}}

 Subject Job title from a quote or job

✅Quote follow-ups (email & text)


✅Visit reminders (email & text)

 

✅Job booking confirmation (email & text)


✅Job follow-up email
{{JOB_NUMBER}} Number Job identification number

✅Visit reminders (email & text)


✅Invoice follow-ups (email & text)
{{JOB_DATE_AND_TIME}} Job date and time Job date and time, for example:
29/09/2022 3:00PM

✅Job booking confirmation (email & text)
{{JOB_LOCATION}} Job location Job address, for example:
289 NW 198th St / Shoreline, WA 98177

✅Job booking confirmation (email & text)
{{PAYMENT_AMOUNT}} Payment amount Payment total ✅Payment and deposit receipt email template
{{PAYMENT_OR_DEPOSIT}} Payment type

Indicates if the payment was

a deposit or payment

 ✅Payment and deposit receipt email template
{{QUOTE_TOTAL}} Quote total Total amount due on a quote

✅Quote follow-ups (email & text)


✅Email templates (quote and quote approval only)
{{SENT_DAYS_AGO}} Days ago quote was sent

Number of days ago that the

quote was sent

 ✅Quote follow-ups (email only)
✅Email templates (quote and quote approval only)
{{VISIT_DATE_AND_TIME}} Date and time Displays the visit schedule ✅Quote follow-ups (email & text)
✅Assessment & visit reminders (email & text)
{{VISIT_DETAILS}} Summary

Displays the date, address,

and time of the visit on separate lines

✅Quote follow-ups (email & text)


✅Assessment & visit reminders (email & text)
{{VISIT_DATE_IN_WORDS}} Visit date

Displays the date of the visit in words
Note: this variable does not appear

in the preview, but will populate

in the communications

 ✅Assessment & visit reminders (email & text)
{{VISIT_LOCATION}} Service address Displays the visit service address

✅Quote follow-ups (email & text)


✅Assessment & visit reminders (email & text)
{{VISIT_TIME}} Time Displays the start and end time of a visit

✅Quote follow-ups (email & text)


✅Assessment & visit reminders (email & text)
{{URL_PLACEHOLDER}} Client hub link Inserts a link to client hub into the text. It will look like: 
https://jbbr.io/6Z0XZcoNrhH4kvEr9
 ✅Quote follow-up (text only)
{{WHEN_VISIT_OCCURS}} Visit dates and time Inserts the visit date and start time.
For example, at 3:00PM on Sept 05		 ✅Assessment & visit reminders (email & text)
Variable Name What Does it Do? Where Can You Use it?

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