Where to Use Placeholders

  • Automated Emails - need to set up your Automation? Here's a demo!
  • Agreements - Add placeholders for price, client names, address, etc.
  • Templates - Placeholders WILL work within your report! You can incorporate placeholders for invoice, agreements, client portal, etc. in the Header Text of a Template, so the client can easily access. Once you add these, the buttons will populate in the report. Keep in mind, any changes to your template will "stamp out" at the time of scheduling. Here's an example of what buttons will look like in Header Text:¬†

Here's a list of available placeholders and what they do:

Inspection Property Details
{{ADDRESS}} - Full address of property
{{STREET}}
{{CITY}}
{{STATE}}
{{ZIP}}
{{SQUARE_FEET}}
{{YEAR_BUILT}}
{{FOUNDATION}}
{{DESCRIPTION}}
{{NOTES}} - Populates from Notes box within your Inspection Details Page

Fees & Services
{{FEES}} - comma separated list of fee names along side amount "Fee name ($100)"
{{SERVICES}} -  comma separated list of service names
{{PRICE}} - Total price for Inspection
{{PAID}} - Will display "Yes" or "No" if Inspection is paid or not
{{PUBLISHED}} - Yes/No if Inspection is published
{{AGREED}} - Yes/No if all Inspection Agreements are signed
{{ORDER_ID}} - Displays order ID

Client Information
{{CLIENT_NAME}} - Client first and last name
{{CLIENT_FIRST_NAME}}
{{CLIENT_CONTACT_INFO}} - Client email and phone number
{{CLIENT_PHONE}}
{{CLIENT_EMAIL}}
{{CLIENT_ADDRESS}}

Agent Information
{{AGENT_NAME}} - Agent first and last name
{{AGENT_FIRST_NAME}}
{{AGENT_CONTACT_INFO}} - Agent email and phone number
{{LISTING_AGENT_NAME}} - Agent first and last name
{{LISTING_AGENT_FIRST_NAME}}
{{LISTING_AGENT_CONTACT_INFO}} - Agent email and phone number
{{LISTING_AGENT_PHONE}}
{{LISTING_AGENT_EMAIL}}
{{SELLING_AGENT_NAME}} - Agent first and last name
{{SELLING_AGENT_FIRST_NAME}}
{{SELLING_AGENT_CONTACT_INFO}} - Agent email and phone number
{{SELLING_AGENT_PHONE}}
{{SELLING_AGENT_EMAIL}}

Inspection Details
{{CURRENT_DATE}} - Date at the moment the (email/text/agreement/etc.) is generated
{{INSPECTION_DATE}} - Scheduled date of Inspection
{{INSPECTION_TIME}} - Scheduled start time of the inspection
{{INSPECTION_END_TIME}} - Time the inspection is projected to end
{{SECURE_24_OPT_OUT}} - Secure24 integration

Report Links
{{INSPECTION_LINK}} - Button link to go to Client Portal
{{INSPECTION_TEXT_LINK}} - Shorter link for text message
{{INVOICE_LINK}} - Button link to go directly to invoice
{{INVOICE_TEXT_LINK}} - Shorter link for text message
{{REPORT_LINK}} - Button links for each report/report attachment
{{REPORT_TEXT_LINK}} - Shorter button links for text message
{{REPORT_PDF}} - Button links for each report/report attachment pdf
{{SUMMARY_PDF}} - Button links for each report summary pdf
{{EDIT_LINK}} - Full link to inspection details page for inspectors to edit

Inspection Company Information
{{INSPECTION_ASSOCIATION}}: Affiliation of the inspector
{{INSPECTION_COMPANY}} - Company name
{{INSPECTION_COMPANY_PHONE}} - Company phone number as listed on Company Profile
{{COMPANY_ADDRESS}} - Company address as listed on Company Profile
{{COMPANY_CITY}} - Company city as listed on Company Profile
{{COMPANY_STATE}} - Company state as listed on Company Profile
{{COMPANY_ZIP}} - Company zip as listed on Company Profile
{{COMPANY_PHONE}} - Company phone as listed on Company Profile
{{INSPECTOR_NAME}}
{{INSPECTOR_PHONE}}
{{INSPECTOR_EMAIL}}
{{INSPECTOR_CREDENTIALS}}
{{INSPECTOR_IMAGE}}
{{INSPECTOR_SIGNATURE}}: Image for the Inspector signature
{{INSPECTOR_DESCRIPTION}}
{{INSPECTOR_NOTES}}
{{CUSTOM_FIELD_}}: Each custom field has their own placeholder too. You can get placeholder by going to custom fields in settings and clicking the {{}} button (Image below)


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