[customer_account_no] – Customer’s unique account number

[customer_name] – Customer’s first name

[customer_surname] – Customer’s last name

[customer_telephone] – Primary landline number

[customer_mobile] – Mobile phone number

[customer_email] – Email address

[customer_address_line_1] – First line of the address

[customer_address_line_2] – Second line of the address (optional)

[customer_address_line_3] – Third line of the address (optional)

[customer_town] – Town or city

[customer_county] – County or region

[customer_postcode] – Postcode

[customer_advertising] - How the customer heard about your business (e.g., Google, leaflet, referral)

[customer_portal_url] – Link to the full customer portal, used for property managers, eg. estate agents, to access the records directly.

[contact_name] – Full name of the primary contact

[contact_telephone] – Primary telephone number

[job_contact_mobile] – Mobile number for job-specific contact

[job_contact_email] – Email for job-specific contact

[job_address_primary_contact_email] – Email of the main contact at the job address

[job_address_primary_contact_mobile] – Mobile of the main contact at the job address

[contact_position] – Contact’s job title or role

[contact_login_role_name] – Login role assigned to the contact

[estimate_no] – Estimate reference number

[estimate_created_date] – Date the estimate was created

[estimate_description] – Description of the service or job

[estimate_engineer_notes] – Notes added by the engineer

[estimate_exc_vat] – Total excluding VAT

[estimate_contact_name] – Name of the contact

[estimate_contact_telephone] – Contact’s landline number

[estimate_contact_mobile] – Contact’s mobile number

[estimate_contact_email] – Contact’s email address

[estimate_address_line_1] – First line of the address

[estimate_address_line_2] – Second line (optional)

[estimate_address_line_3] – Third line (optional)

[estimate_address_town] – Town or city

[estimate_address_county] – County or region

[estimate_address_postcode] – Postcode or ZIP code

[estimate_address_account_no] – Account number linked to the property

[estimate_address_name] – Name of the site

[estimate_portal_url] – Self-service portal link to review and accept/reject an estimate and pay any deposit due upon accepting.

[job_no] – Unique reference number for the job

[job_contact_name] – Name of the job’s primary contact

[job_contact_telephone] – Landline number of the contact

[job_contact_mobile] – Mobile number of the contact

[job_contact_email] – Email address of the contact

[job_address_primary_contact_email] – Email of the main contact at the job address

[job_address_primary_contact_mobile] – Mobile of the main contact at the job address

[job_date] – Scheduled job date

[job_description] – Description of the work being done

[job_po_no] – Purchase order number linked to the job

[job_priority] – Job priority level

[job_quoted_amount] – Quoted price for the job

[job_customer_feedback_note] – Customer feedback after the job

[job_address_name] – Name of the work address or site

[job_address_line_1] – First line of the job address

[job_address_line_2] – Second line of the job address (optional)

[job_address_line_3] – Third line of the job address (optional)

[job_address_town] – Town or city

[job_address_county] – County or region

[job_address_postcode] – Postcode

[job_address_account_no] – Account number for the job address

[rebooking_portal_url] – Self-service portal where the customer can reschedule an appointment.

[booking_portal_link] – Self-service portal for work address tenants to schedule an appointment when a job has been created for the property they reside in.

[service_reminder_name] – Name of the service being reminded (e.g., Boiler Service

[service_due_date] – Date the service is due

[service_contact] – Contact person for this service

[service_reminder_properties_due] – Work address properties due for service reminders.

[service_reminder_booking_portal_url] – Self-service portal for private customers (single property owners) to schedule their due service.

[diary_date] – Date of the scheduled appointment

[diary_time] – General time label for the appointment

[diary_start_time] – Exact appointment start time

[diary_end_time] – Appointment end time

[diary_engineer] – Name of the assigned engineer

[diary_description] – Description of the task or visit

[diary_engineer_notes] – Notes added for the engineer

[diary_service_window] – Scheduled time window for the visit, (eg. Between 9 am - 12 pm)

[invoice_date] – Date the invoice was issued

[invoice_no] – Unique invoice number

[landlord_name] – Name of the landlord

[invoice_address_name] – Property or billing address name

[invoice_address_line_1] – First line of the invoice address

[invoice_address_line_2] – Second line (optional)

[invoice_address_line_3] – Third line (optional)

[invoice_address_town] – Town or city

[invoice_address_county] – County or region

[invoice_address_postcode] – Postcode or ZIP code

[invoice_description] – Short description of the invoice

[invoice_more_details] – Additional breakdown of charges

[invoice_exl_vat] – Total excluding VAT

[invoice_vat] – VAT amount applied

[invoice_total] – Total including VAT

[invoice_total_paid] – Amount paid

[invoice_remainder_to_pay] – Outstanding balance

[invoice_portal_url] – Self-service portal for customers to view invoice details and make payment in full.

[payment_id] – Unique payment ID

[payment_date] – Date payment was received

[payment_reference] – Payment reference (e.g., cheque number)

[payment_method] – Method used (e.g., card, cash)

[payment_nominal_account] – Assigned nominal account

[payment_amount] – Amount paid

[payment_charge] – Any processing fees applied

[payment_invoice_no] – Invoice number linked to the payment

[payment_job_no] – Job number linked to the payment

[payment_invoice_list] – All invoices linked to this payment

[statement_portal_url] – Link to view the customer’s statement

[supplier_name] – Supplier's name

[supplier_address_line_1] – First line of the supplier’s address

[supplier_address_line_2] – Second line (optional)

[supplier_address_line_3] – Third line (optional)

[supplier_town] – Town or city

[supplier_county] – County or region

[supplier_postcode] – Postcode

[supplier_telephone] – Supplier’s contact number

[supplier_email] – Supplier’s email address

[po_date] – Date the purchase order was created

[po_no] – Unique reference number of the purchase order

[po_description] – Description of requested items or services

[opportunity_no] – Opportunity reference number

[opportunity_date] – Date the opportunity was created

[opportunity_description] – Summary of the proposed work

[opportunity_engineer_notes] – Engineer-entered notes

[opportunity_invoice_category] – Invoice category for the opportunity

[opportunity_usergroup] – Assigned user group

[opportunity_pipeline] – Pipeline stage (e.g., new, quoted)

opportunity_reporting_line] – Internal reporting structure

[opportunity_sales_person] – Assigned salesperson

[opportunity_customer_reference] – Customer reference

[opportunity_customer_contact_name] – Contact’s name

[opportunity_customer_contact_telephone] – Landline number

[opportunity_customer_contact_mobile] – Mobile number

[opportunity_customer_contact_email] – Email address

[opportunity_address_name] – Address label or name

[opportunity_address_line_1] – First address line

[opportunity_address_line_2] – Second line (optional)

[opportunity_address_line_3] – Third line (optional)

[opportunity_address_town] – Town or city

[opportunity_address_county] – County or region

[opportunity_address_postcode] – Postcode or ZIP code

[opportunity_address_account_no] – Account number

[opportunity_address_telephone] – Site landline

[opportunity_address_mobile] – Site mobile

[opportunity_address_email] – Site email

[opportunity_site_contact_name] – On-site contact’s name

[opportunity_site_contact_telephone] – Telephone number

[opportunity_site_contact_mobile] – Mobile number

[opportunity_site_contact_email] – Email address

[opportunity_access_method] – Access instructions

[opportunity_access_notes] – Site access notes

[opportunity_parking_instructions] – Parking guidance

[proposal_created_by] – User who created the proposal

[proposal_created_on] – Date the proposal was created

[upload_media_portal_url] – Self-service portal for the customer to upload images and videos, (eg. request a photo of the area the customer wishes to have a new asset installed to assist building their personalised proposal.

[view_media_portal_url] – Self-service portal for the customer to view media they previously uploaded to a proposal.

[supplier_price_portal_url] – Supplier-facing portal to provide up to date prices for parts they supply to you.

[contract_name] – Name of the customer’s contract

[contract_startdate] – Contract start date

[contract_enddate] – Contract end date

[contract_contact_email] – Email of the main contract contact

[contract_contact] – Full name of the contract contact

[contract_invoice_collection_table] – Collection schedule table

[contract_bank_name] – Bank name associated with the contract

[contract_bank_account_ending] – Last digits of the bank account

[contract_mandate_reference] – Direct debit mandate reference

[contract_invoice_contact] – Name of the invoice handler

[mandate_customer_approval] – Link to approve a new Direct Debit mandate

[vehicle_registration_number] – Vehicle registration number

[vehicle_known_as] – Nickname or internal name of the vehicle

[vehicle_reminder_name] – Name of the upcoming reminder (e.g., MOT)

[vehicle_reminder_date] – Reminder due date

[vehicle_maintenance_name] – Name of scheduled maintenance

[vehicle_maintenance_date_due] – Due date for maintenance

[vehicle_maintenance_mileage_due] – Mileage for maintenance

[vehicle_check_form_name] – Name of inspection form

[vehicle_driver] – Driver assigned to the vehicle

[geofence_location_name] – Geofenced location name

[engineer_profile_portal_url] – Self-service portal customers can access when a user is on the way to their property to track their location and arrival when used with vehicle tracking.

[after_sales_care_portal_url] – Self-service portal for customers to review the service they received from your business.

Weeks begin on Monday

Week 1 is the first week with at least four days in the new year

There are 52 or 53 weeks in a year, depending on how the dates fall