Locksmithy v2.2.3 · Install 11D
DOC template field catalogue
Use these fields inside a DOCX template. Install 11D includes separate Site Customer and Billing Customer information so a Job, Quote or Invoice can show the service location and the account being billed without mixing them together.
Quick setup: Open Management → Documents and select Install Geelong Locksmiths Templates . The supplied Work Order, Quote and Tax Invoice templates already contain the new fields.
Site customer and site contact
The Site Customer is the customer receiving the work. On a Job, {{site_address}} prefers the Job location and then falls back to the customer address.
{{site_customer.full_name}}Best display name: person name, account name or business name. {{site_customer.account_name}}Site customer account or organisation name. {{site_customer.first_name}}Site customer first name. {{site_customer.last_name}}Site customer last name. {{site_customer.email}}Email saved directly on the site customer. {{site_customer.phone}}Customer phone alias: landline first, then mobile. {{site_customer.mobile}}Mobile saved directly on the site customer. {{site_customer.physical_address}}Site customer physical address. {{site_customer.billing_address}}Site customer billing address. {{site_contact.full_name}}Selected Job/site contact full name. {{site_contact.first_name}}Selected site contact first name. {{site_contact.last_name}}Selected site contact last name. {{site_contact.email}}Selected site contact email. {{site_contact.mobile}}Selected site contact mobile. {{site_contact.landline}}Selected site contact landline. {{site_address}}Best service/site address for this record.
Billing customer and billing contact
The Billing Customer is the person or organisation that receives the Quote or Invoice. It may be the same as the Site Customer or a different account.
{{billing_customer.full_name}}Best display name for the billing account. {{billing_customer.account_name}}Billing account or organisation name. {{billing_customer.first_name}}Billing customer first name. {{billing_customer.last_name}}Billing customer last name. {{billing_customer.email}}Email saved directly on the billing customer. {{billing_customer.phone}}Customer phone alias: landline first, then mobile. {{billing_customer.mobile}}Mobile saved directly on the billing customer. {{billing_customer.physical_address}}Billing customer physical address. {{billing_customer.billing_address}}Billing customer billing address. {{billing_contact.full_name}}Selected billing contact full name. {{billing_contact.first_name}}Selected billing contact first name. {{billing_contact.last_name}}Selected billing contact last name. {{billing_contact.email}}Selected billing contact email. {{billing_contact.mobile}}Selected billing contact mobile. {{billing_contact.landline}}Selected billing contact landline. {{billing_address}}Best billing address for this record.
Legacy field: {{customer.*}} still works. For Quotes and Invoices it points to the Billing Customer. For Job Sheets and Orders it points to the Site Customer, with Billing Customer as the fallback. New templates should use the explicit site and billing fields above.
Business fields
{{business.name}}Business workspace name. {{business.trading_name}}Trading name, falling back to name or legal name. {{business.legal_name}}Legal entity name. {{business.abn}}Australian Business Number. {{business.phone}}Business phone. {{business.email}}Business email. {{business.website}}Business website. {{business.address.full}}Full business address assembled into one line. {{business.address_line1}}Business address line 1. {{business.address_line2}}Business address line 2. {{business.suburb}}Business suburb. {{business.state}}Business state. {{business.postcode}}Business postcode.
Document and date fields
{{document.type}}Document type such as job_sheet, quote or invoice. {{document.number}}Current document display number. {{document.status}}Current document status. {{document.created_date}}Raw created date/time. {{document.created_date_formatted}}Created date formatted for Australia. {{document.issue_date}}Raw issue date. {{document.issue_date_formatted}}Issue date formatted for Australia. {{document.due_date}}Raw due date. {{document.due_date_formatted}}Due date formatted for Australia. {{document.expiry_date}}Raw quote expiry date. {{document.expiry_date_formatted}}Quote expiry date formatted for Australia. {{document.required_date}}Raw required date. {{document.required_date_formatted}}Required date formatted for Australia. {{document.notes}}Document notes. {{document.barcode}}Optional Code 128 barcode for the current document number. Put this field by itself in the DOCX template; omit it if no barcode is wanted. {{document.barcode_value}}Plain-text value encoded by the optional document barcode.
Job and vehicle fields
{{job.display_number}}Job number. {{job.status_code}}Job status. {{job.queue}}Current queue. {{job.category}}Job category. {{job.location_address}}Saved Job/site location. {{job.job_description}}Original Job description. {{job.work_performed}}Work completed or performed. {{job.work_order_number}}Work order number. {{job.client_purchase_order}}Client purchase order number. {{job.tub_number}}Tub or storage number. {{job.booking_start}}Booking start date/time. {{job.booking_end}}Booking end date/time. {{work_description}}Best description for the current document. Uses completed work on invoices/jobs where available. {{vehicle.summary}}Registration, make, model and year combined. {{vehicle.registration}}Vehicle registration. {{vehicle.vin}}Vehicle VIN. {{vehicle.make}}Vehicle make. {{vehicle.model}}Vehicle model. {{vehicle.year}}Vehicle year.
Quote fields
{{quote.display_number}}Quote number and revision. {{quote.status}}Quote status. {{quote.description}}Quote description. {{quote.issue_date}}Raw quote issue date. {{quote.expiry_date}}Raw quote expiry date. {{quote.work_order_number}}Quote or linked Job work order number. {{quote.client_purchase_order}}Quote or linked Job client PO. {{quote.notes}}Quote notes. {{quote.created_at}}Quote creation date/time.
Invoice fields
{{invoice.display_number}}Invoice number. {{invoice.status}}Invoice status. {{invoice.invoice_type}}Invoice type. {{invoice.issue_date}}Raw invoice issue date. {{invoice.due_date}}Raw invoice due date. {{invoice.work_order_number}}Invoice or linked Job work order number. {{invoice.client_purchase_order}}Invoice or linked Job client PO. {{invoice.amount_paid}}Raw amount paid. {{invoice.notes}}Invoice notes. {{invoice.xero_status}}Xero sync status. {{invoice.created_at}}Invoice creation date/time.
Items and services loop
Put the opening tag before the first field in the repeat row and the closing tag after the final field. Locksmithy repeats that row once per item.
Copy {{#items}}{{quantity}} | {{description}} | {{unit_price_inc_gst_formatted}} | {{line_total_inc_gst_formatted}}{{/items}}
{{#items}}Start the repeating item row. {{line_number}}Item line number. {{quantity}}Quantity. {{description}}Description saved on this document only. {{item_type}}Stock, service, grouped or one-off line type. {{unit_price_ex_gst}}Raw unit price excluding GST. {{unit_price_ex_gst_formatted}}Currency-formatted unit price excluding GST. {{unit_price_inc_gst}}Raw unit price including GST. {{unit_price_inc_gst_formatted}}Currency-formatted unit price including GST. {{line_total_ex_gst}}Raw line total excluding GST. {{line_total_ex_gst_formatted}}Currency-formatted line total excluding GST. {{line_total_inc_gst}}Raw line total including GST. {{line_total_inc_gst_formatted}}Currency-formatted line total including GST. {{/items}}End the repeating item row.
Totals and payment fields
{{totals.subtotal}}Raw subtotal excluding GST. {{totals.subtotal_formatted}}Currency-formatted subtotal excluding GST. {{totals.tax}}Raw GST amount. {{totals.tax_formatted}}Currency-formatted GST amount. {{totals.total}}Raw total including GST. {{totals.total_formatted}}Currency-formatted total including GST. {{totals.amount_paid}}Raw paid amount. {{totals.amount_paid_formatted}}Currency-formatted paid amount. {{totals.amount_due}}Raw outstanding balance. {{totals.amount_due_formatted}}Currency-formatted outstanding balance. {{paid_stamp.is_paid}}True when an Invoice balance is exactly zero. {{paid_stamp.text}}Configured paid-stamp text. {{paid_stamp.paid_date}}Latest payment date/time.
Order and purchase order fields
{{order.display_number}}Internal order number. {{order.status}}Internal order status. {{order.order_type}}Order type. {{order.required_date}}Required date. {{order.notes}}Order notes. {{purchase_order.display_number}}Purchase Order number. {{purchase_order.status}}Purchase Order status. {{purchase_order.issue_date}}Automatic Purchase Order creation / issue date. {{purchase_order.supplier_reference}}PO reference automatically copied from the supplier Standing Reference. {{purchase_order.work_order_number}}Work order number. {{purchase_order.client_purchase_order}}Client PO. {{purchase_order.notes}}Purchase Order notes. {{supplier.name}}Supplier name. {{supplier.standing_reference}}Optional supplier Standing Reference. {{supplier.email}}Supplier email. {{supplier.phone}}Supplier phone.
Template rules
Keep every field spelling, underscore and dot exactly as shown.
Do not split one merge field across different DOCX styles or runs.
Keep each {{#items}} and {{/items}} pair balanced in the same repeat row.
Upload DOCX files only.
Generate a document from a test Job, Quote and Invoice after changing a template.
Existing generated documents are snapshots; changing a template does not rewrite old documents.
