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 }} |
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 }} |
| 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 }} |
