TidyStock

Section	Keyword	What It Means
Organisation	{{Organisation.Name}}	Your organisation name
	{{Organisation.Address}}	Your organisation address
	{{Organisation.CompanyContactWebsite}}	Your organisation website
	{{Organisation.CompanyBusinessNo}}	Your organisation business / registration number
Project	{{ProjectId}}	Project system ID
	{{Code}}	Project code
	{{Name}}	Project name
	{{Description}}	Project description
	{{SpecialInstructions}}	Special instructions for the project
	{{ManagerName}}	Project manager full name
	{{ManagerFirstName}}	Project manager first name
	{{ManagerLastName}}	Project manager last name
	{{ProjectGroupName}}	Project group name
	{{PriceTypeName}}	Pricing type, typically “Fixed Price”, “Time and Materials”, or “Non Billable”
	{{PriceType}}	Internal pricing type value
	{{CustomerRef}}	The value from the Customer Reference field
	{{CustomerReference}}	Same as Customer Reference
	{{QuoteLabel}}	Quote label
	{{TeamMembers}}	Team members assigned to the project
	{{Approvers}}	Project approvers
	{{PeerManagers}}	Peer managers
	{{MaterialsUnderTasks}}	Shows Y if materials are managed under tasks, otherwise N
	{{MaterialsUnderTasksValue}}	Internal true/false value for whether materials are under tasks
	{{MaterialLocation}}	Material location
Customer	{{CustomerId}}	Customer system ID
	{{Customer.Code}}	Customer code
	{{Customer.Name}}	Customer name
Customer - Address	{{Customer.Address1}}	Customer address line 1
	{{Customer.Address2}}	Customer address line 2
	{{Customer.Suburb}}	Customer suburb
	{{Customer.City}}	Customer city
	{{Customer.State}}	Customer state
	{{Customer.PostCode}}	Customer postcode
Customer - Contact Default	{{Customer.ContactLastName}}	The default contact last name, as per the Customer profile
	{{Customer.ContactFirstName}}	The default contact first name, as per the Customer profile
	{{Customer.ContactName}}	The default contact full name, as per the Customer profile
	{{Customer.ContactEmail}}	The default contact email, as per the Customer profile
	{{Customer.ContactPhone}}	The default contact phone, as per the Customer profile
	{{Customer.ContactMobile}}	The default contact mobile, as per the Customer profile
	{{Customer.ContactFax}}	The default contact fax, as per the Customer profile
Customer - Contact - For Project	{{Contact.FirstName}}	The optionally selected contact assigned for the project: first name
	{{Contact.LastName}}	The optionally selected contact assigned for the project: last name
	{{Contact.Name}}	The optionally selected contact assigned for the project: full name
	{{Contact.Email}}	The optionally selected contact assigned for the project: email
	{{Contact.Phone}}	The optionally selected contact assigned for the project: phone
	{{Contact.Mobile}}	The optionally selected contact assigned for the project: mobile
Dates	{{StartDate}}	Start date (e.g. 25 Feb 2026)
	{{EndDate}}	End date (e.g. 25 Feb 2026)
	{{CurrentDate}}	Today’s date (e.g. 25 Feb 2026)
	{{CurrentDateLong}}	Today’s date long format (e.g. Tuesday 25 Feb 2026)
	{{QuoteExpiryDate}}	Quote expiry date (e.g. 25 Feb 2026)
	{{StartDateUTC}}	Start date (system value / UTC)
	{{EndDateUTC}}	End date (system value / UTC)
	{{QuoteExpiryDateUTC}}	Quote expiry date (system value / UTC)
Values	{{CurrencyId}}	Currency system ID
	{{Currency}}	Currency code or name used for the project
	{{FixedPriceAmount}}	Fixed price amount (number value)
	{{FixedPrice}}	Fixed price formatted as currency
	{{TaxRateAmount}}	Tax rate amount
	{{TaxCode}}	Tax code, e.g. GST
	{{TaxName}}	Tax name, e.g. Goods and Services Tax
	{{ChargeTotal}}	Total charges excluding sales tax
	{{TotalTax}}	Total sales tax amount
	{{ChargeTotalInclTax}}	Total charges including sales tax
	{{TimeChargeTotal}}	Total charge for billable time
	{{MaterialChargeTotal}}	Total charge for billable materials
	{{ExpenseChargeTotal}}	Total charge for billable expenses

For use between {{#foreach Task}} and {{/foreach Task}} blocks

Section	Keyword	What It Means
Tasks	{{TaskId}}	Task system ID
	{{Name}}	Task name
	{{StartDate}}	Task start date
	{{EndDate}}	Task end date
	{{Description}}	Task description
	{{Billable}}	Shows Y if the task is billable, N if it is not
	{{TaskIsBillable}}	Shows Y if the task is billable or has a fixed charge
	{{HasFixedCharge}}	Shows Y if the task has a fixed charge
	{{FixedChargeValue}}	Fixed charge amount (number value)
	{{FixedCharge}}	Fixed charge formatted as currency
	{{Effort}}	Planned effort as a number
	{{ManHrs}}	Planned effort formatted as hours
	{{AssignedEffort}}	Assigned effort as a number
	{{AssignedHrs}}	Assigned effort formatted as hours
	{{MinChargeRateValue}}	Minimum charge rate (number value)
	{{MinChargeRate}}	Minimum charge rate formatted as currency
	{{MaxChargeRateValue}}	Maximum charge rate (number value)
	{{MaxChargeRate}}	Maximum charge rate formatted as currency
	{{ChargeRateRange}}	Charge rate range, shown as one value or a min-max range
	{{UnitChargeValue}}	Unit charge value
	{{UnitCharge}}	Unit charge formatted; shown only when billable
	{{NonBillableUnitCharge}}	Unit charge shown only when not billable
	{{ChargeValue}}	Charge total value
	{{Charge}}	Charge formatted; shown only when billable
	{{NonBillableCharge}}	Charge shown only when not billable
	{{TeamMembers}}	Team members assigned to the task

For use between {{#foreach GroupedTask}} and {{/foreach GroupedTask}} blocks

Use this block when you want each task grouped with its related materials and expenses

Section	Keyword	What It Means
Grouped Tasks	{{TaskName}}	Task name
	{{TaskTimeChargeTotal}}	Total billable time charge for the task
	{{TaskMaterialsChargeTotal}}	Total billable material charge for the task
	{{TaskExpensesChargeTotal}}	Total billable expense charge for the task
	{{TaskChargeTotalValue}}	Total task charge (number value)
	{{TaskChargeTotal}}	Total task charge formatted

For use between {{#foreach Materials}} and {{/foreach Materials}} blocks

Section	Keyword	What It Means
Materials	{{Category}}	Material category
	{{Name}}	Material name
	{{Billable}}	Shows Y if the material is billable, N if it is not
	{{Quantity}}	Quantity
	{{UnitChargeValue}}	Unit charge amount
	{{UnitCharge}}	Unit charge formatted; shown only when billable
	{{NonBillableUnitCharge}}	Unit charge shown only when not billable
	{{ChargeValue}}	Charge amount
	{{Charge}}	Charge formatted; shown only when billable
	{{NonBillableCharge}}	Charge shown only when not billable
	{{FixedPriceUnitCharge}}	Unit charge shown for fixed price templates when enabled, otherwise -
	{{FixedPriceCharge}}	Charge shown for fixed price templates when enabled, otherwise -
	{{Task}}	Related task name
	{{ItemDescription}}	Material item description
	{{ItemCode}}	Material item code
	{{ItemUnitName}}	Unit name (e.g. Each, Kg, m)
	{{ItemUnit}}	Unit code
	{{PriceType}}	Pricing type used for the material
	{{ShowChargeForFixedPrice}}	Internal true/false value controlling whether fixed-price charges are shown
	{{RowOrder}}	Material row order

For use between {{#foreach ChargeableMaterials}} and {{/foreach ChargeableMaterials}} blocks

Use this block to repeat chargeable material rows only

Section	Keyword	What It Means
Chargeable Materials	{{Category}}	Material category
	{{Name}}	Material name
	{{Billable}}	Shows Y if the material is billable
	{{Quantity}}	Quantity
	{{UnitCharge}}	Unit charge
	{{Charge}}	Charge total

For use between {{#foreach Expenses}} and {{/foreach Expenses}} blocks

Section	Keyword	What It Means
Expenses	{{Category}}	Expense category
	{{Name}}	Expense name
	{{Billable}}	Shows Y if the expense is billable, N if it is not
	{{UnitChargeValue}}	Unit charge value
	{{UnitCharge}}	Unit charge formatted; shown only when billable
	{{NonBillableUnitCharge}}	Unit charge shown only when not billable
	{{ChargeValue}}	Charge amount
	{{Charge}}	Charge formatted; shown only when billable
	{{NonBillableCharge}}	Charge shown only when not billable

For use between {{#foreach Milestones}} and {{/foreach Milestones}} blocks

Section	Keyword	What It Means
Milestones	{{#foreach Milestones}} ... {{/foreach Milestones}}	Use this block to repeat milestone rows
	{{Name}}	Milestone name
	{{Description}}	Milestone description
	{{ScheduledDate}}	Scheduled milestone date
	{{AmountToInvoice}}	Amount to invoice

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