Help » Custom Templates

Custom Templates

ServiceSidekick supports custom estimate and invoice templates.

These templates are created using HTML and CSS and Liquid. If these terms are foreign or scary, don't worry, we can create custom templates for a fee — just contact support@servicesidekick.com.

Custom Template Example

The following list are the available fields for use in custom templates. To learn all the details on how to use these fields, please refer to the excellent Liquid for Designers guide.

Example: {{ job.job_number }} will output the job number on the template

Account

Field Embed
account_details {{ account.account_details }}
company_name {{ account.company_name }}
logo {{ account.logo }}
subdomain {{ account.subdomain }}

Account Detail

Field Embed
billing_address {{ account_detail.billing_address }}
billing_city {{ account_detail.billing_city }}
billing_country {{ account_detail.billing_country }}
billing_monthly_late_fee {{ account_detail.billing_monthly_late_fee }}
billing_payment_due {{ account_detail.billing_payment_due }}
billing_phone_number {{ account_detail.billing_phone_number }}
billing_state {{ account_detail.billing_state }}
billing_zip_code {{ account_detail.billing_zip_code }}
estimate_default_notes {{ account_detail.estimate_default_notes }}
estimate_default_terms {{ account_detail.estimate_default_terms }}
invoice_default_notes {{ account_detail.invoice_default_notes }}
invoice_default_terms {{ account_detail.invoice_default_terms }}

Customer

Field Embed
alt_phone_number {{ customer.alt_phone_number }}
billing_address {{ customer.billing_address }}
billing_city {{ customer.billing_city }}
billing_country {{ customer.billing_country }}
billing_state {{ customer.billing_state }}
billing_zip_code {{ customer.billing_zip_code }}
contacts {{ customer.contacts }}
custom_datetime1 {{ customer.custom_datetime1 }}
custom_datetime10 {{ customer.custom_datetime10 }}
custom_datetime2 {{ customer.custom_datetime2 }}
custom_datetime3 {{ customer.custom_datetime3 }}
custom_datetime4 {{ customer.custom_datetime4 }}
custom_datetime5 {{ customer.custom_datetime5 }}
custom_datetime6 {{ customer.custom_datetime6 }}
custom_datetime7 {{ customer.custom_datetime7 }}
custom_datetime8 {{ customer.custom_datetime8 }}
custom_datetime9 {{ customer.custom_datetime9 }}
custom_number1 {{ customer.custom_number1 }}
custom_number10 {{ customer.custom_number10 }}
custom_number2 {{ customer.custom_number2 }}
custom_number3 {{ customer.custom_number3 }}
custom_number4 {{ customer.custom_number4 }}
custom_number5 {{ customer.custom_number5 }}
custom_number6 {{ customer.custom_number6 }}
custom_number7 {{ customer.custom_number7 }}
custom_number8 {{ customer.custom_number8 }}
custom_number9 {{ customer.custom_number9 }}
custom_text1 {{ customer.custom_text1 }}
custom_text10 {{ customer.custom_text10 }}
custom_text2 {{ customer.custom_text2 }}
custom_text3 {{ customer.custom_text3 }}
custom_text4 {{ customer.custom_text4 }}
custom_text5 {{ customer.custom_text5 }}
custom_text6 {{ customer.custom_text6 }}
custom_text7 {{ customer.custom_text7 }}
custom_text8 {{ customer.custom_text8 }}
custom_text9 {{ customer.custom_text9 }}
customer_number {{ customer.customer_number }}
customer_source {{ customer.customer_source }}
customer_type {{ customer.customer_type }}
email_address {{ customer.email_address }}
fax {{ customer.fax }}
name {{ customer.name }}
notes {{ customer.notes }}
parent {{ customer.parent }}
phone_number {{ customer.phone_number }}
primary_contact {{ customer.primary_contact }}
service_address {{ customer.service_address }}
service_city {{ customer.service_city }}
service_country {{ customer.service_country }}
service_state {{ customer.service_state }}
service_zip_code {{ customer.service_zip_code }}
special_instructions {{ customer.special_instructions }}
which_billing_address {{ customer.which_billing_address }}

Employee

Field Embed
active {{ employee.active }}
address {{ employee.address }}
can_login {{ employee.can_login }}
cell_phone {{ employee.cell_phone }}
city {{ employee.city }}
email_address {{ employee.email_address }}
employee_number {{ employee.employee_number }}
hide_pricing {{ employee.hide_pricing }}
home_phone {{ employee.home_phone }}
limit_access_to_assignments {{ employee.limit_access_to_assignments }}
name {{ employee.name }}
notification_email_address {{ employee.notification_email_address }}
notification_mobile_host {{ employee.notification_mobile_host }}
notification_mobile_number {{ employee.notification_mobile_number }}
notify_via_email {{ employee.notify_via_email }}
notify_via_mobile {{ employee.notify_via_mobile }}
pager {{ employee.pager }}
state {{ employee.state }}
username {{ employee.username }}
zip_code {{ employee.zip_code }}

Job

Field Embed
balance_remaining {{ job.balance_remaining }}
completed_on {{ job.completed_on }}
custom_datetime1 {{ job.custom_datetime1 }}
custom_datetime10 {{ job.custom_datetime10 }}
custom_datetime2 {{ job.custom_datetime2 }}
custom_datetime3 {{ job.custom_datetime3 }}
custom_datetime4 {{ job.custom_datetime4 }}
custom_datetime5 {{ job.custom_datetime5 }}
custom_datetime6 {{ job.custom_datetime6 }}
custom_datetime7 {{ job.custom_datetime7 }}
custom_datetime8 {{ job.custom_datetime8 }}
custom_datetime9 {{ job.custom_datetime9 }}
custom_number1 {{ job.custom_number1 }}
custom_number10 {{ job.custom_number10 }}
custom_number2 {{ job.custom_number2 }}
custom_number3 {{ job.custom_number3 }}
custom_number4 {{ job.custom_number4 }}
custom_number5 {{ job.custom_number5 }}
custom_number6 {{ job.custom_number6 }}
custom_number7 {{ job.custom_number7 }}
custom_number8 {{ job.custom_number8 }}
custom_number9 {{ job.custom_number9 }}
custom_text1 {{ job.custom_text1 }}
custom_text10 {{ job.custom_text10 }}
custom_text2 {{ job.custom_text2 }}
custom_text3 {{ job.custom_text3 }}
custom_text4 {{ job.custom_text4 }}
custom_text5 {{ job.custom_text5 }}
custom_text6 {{ job.custom_text6 }}
custom_text7 {{ job.custom_text7 }}
custom_text8 {{ job.custom_text8 }}
custom_text9 {{ job.custom_text9 }}
customer {{ job.customer }}
duration {{ job.duration }}
employees {{ job.employees }}
estimate_notes {{ job.estimate_notes }}
estimate_terms {{ job.estimate_terms }}
invoice_notes {{ job.invoice_notes }}
invoice_terms {{ job.invoice_terms }}
job_charges {{ job.job_charges }}
job_number {{ job.job_number }}
job_status {{ job.job_status }}
job_type {{ job.job_type }}
name {{ job.name }}
notes {{ job.notes }}
recurring_end_date {{ job.recurring_end_date }}
ref_number {{ job.ref_number }}
scheduled_on {{ job.scheduled_on }}
ship_date {{ job.ship_date }}
ship_method_ref_full_name {{ job.ship_method_ref_full_name }}
subtotal {{ job.subtotal }}
synced? {{ job.synced? }}
tasks {{ job.tasks }}
tax {{ job.tax }}
time_entries {{ job.time_entries }}
total {{ job.total }}
total_applied_payments {{ job.total_applied_payments }}
total_hours {{ job.total_hours }}

Job charge

Field Embed
created_on {{ job_charge.created_on }}
description {{ job_charge.description }}
details {{ job_charge.details }}
item {{ job_charge.item }}
price_per_unit {{ job_charge.price_per_unit }}
quantity {{ job_charge.quantity }}
total {{ job_charge.total }}
total_charge {{ job_charge.total_charge }}
total_taxable {{ job_charge.total_taxable }}

Note

Field Embed
created_on {{ note.created_on }}
creator {{ note.creator }}
note {{ note.note }}