Fieldmagic

Fieldmagic now supports the ability to bring in Job Checklist data into your very own templates. 

Templates need to be designed in an Open Office Document Format ( ODF). You will need to download LibreOffice, an open-source Word Processor, similar to Microsoft Word, which will allow you to design your templates. Fieldmagic provides a library of merge-fields to use in your template. Once done, simply upload your new template to Fieldmagic. Users can then select from a number of templates to use and download PDFs with your data nicely merged in!

Loading a New Template

Step 1: Go to Settings > Document Templates

Step 2: Add New Template

1. Select Module
2. Name Your Template
3. Upload Your Template

When setting up a new checklist template, make sure to select the module as "Checklists" as indicated below: 

Downloading your Document

Once you have uploaded your document template, this will be visible when previewing your checklist in Fieldmagic as below: 

Select Your Uploaded Template:

Document Preview Builds:

The document is Available to Download or Email:

Merge Fields Available for Documents

Job Data:

1. ID - {{ id }}

2. Address - {{ address }}

3. Amount Actually Invoiced {{ amount_actually_invoiced }}

4. Amount To Invoice {{ amount_to_invoice }}

5. Assigned User {{ assigned_user }}

6. Created At {{ created_at }}

7. Updated At {{ updated_at }}

8. Date Completed {{ date_completed }}

9. Department {{ department }}

10. Due Date {{ due_date }}

11. EST Timeframe {{ estimated_timeframe }}

12. Internal Notes: {{ internal_notes }}

13. Invoice Type: {{ invoicing_type }}

14. Job Number: {{ job_number }}

15. Job Summary {{ job_summary }}

16. Job Type: {{ job_type }}

17. Created By: {{ created_by }}

18. Modified By: {{ modified_by }}

19. Opportunity: {{ opportunity }}

20. PO Number: {{ po_number }}

21. Priority: {{ Priority }}

22. Status: {{ status }}

23. Substatus: {{ substatus }}

24. WO Number: {{ wo_number }}

Customer Data

1. First Name: {{ customer.first_name }}

2. Last Name: {{ customer.last_name }}

3. Full Name: {{ customer.name }}

4. Customer Type: {{ customer.type }}

5. Customer Number:: {{ customer.customer_number }}

6. Address: {{ customer.address }}

7. Assigned User: {{ customer.assigned_user }}

8. Email Address: {% for let email in customer.email_addresses %}{{ email }}{% endfor %}

9. Invoice Format: {{ customer.invoice_format }}

10. Notes: {{ customer.notes }}

11. Invoice Terms: {{ customer.invoice_terms }}

12. Phones: {% for let phone in customer.phones %}{{ phone }}{% endfor %}

13. Supplier Number: {{ customer.supplier_number }}

14. Created By: {{ customer.created_by }}

15. Updated By: {{ customer.updated_by }}

16. Created At: {{ customer.created_at }}

17. Updated At: {{ customer.updated_at }}

18. Tax Number: {{ customer.tax_number }}

Site Data

1. Access Notes: {{ site.access_notes }}

2. Address: {{ site.address }}

3. Annual Maintenance Value: {{ site.annual_maintenance_value }}

4. Assigned User: {{ site.assigned_user }}

5. Created At: {{ site.created_at }}

6. Created By: {{ site.created_by }}

7. Customer: {{ customer }}

8. Email Address: {% for let email in customer.email_addresses %}{{ email }}{% endfor %}

9. Last Inspection Date: {{ site.last_inspection_date }}

10. Modified By: {{ site.modified_by }}

11. Name: {{ site.name }}

12. Phones: {% for let phone in site.phones %}{{ phone }}{% endfor %}

13. Notes: {{ site.notes }}

14. Tenant: {{ site.tenant }}

15. Updated At: {{ site.updated_at }}

**Please refer to the attached document example at the end of this document for formatting examples**

Checklists:

{% for let checklist in checklists %}

Checklist Level Data

1. Completed By: {{ checklist.completed_by }}

2. Created At: {{ checklist.created_at }}

3. Created By: {{ checklist.created_by }}

4. Fault Details: {{ checklist.fault_details }}

5. Last Inspection Date: {{ checklist.last_inspection_date }}

6. Name: {{ checklist.name }}

7. Review Completion Date: {{ checklist.review_completion_date }}

8. Review Status: {{ checklist.review_status }}

9. Reviewer: {{ checklist.reviewer }}

10. Status: {{ checklist.status }}

11. Updated At: {{ checklist.updated_at }}

{% for let prompt in checklist.prompts %}

Prompt Level Data

1. Asset

   1. Asset Type: {{ prompt.asset.asset_type }}

   2. Created At: {{ prompt.asset.created_at }}

   3. Created By: {{ prompt.asset.created_by }}

   4. Date Completed: {{ prompt.asset.date_completed }}

   5. Fault Details: {{ prompt.asset.fault_details }}

   6. Last Inspection Date: {{ prompt.asset.last_inspection_date }}

   7. Level: {{ prompt.asset.level }}

   8. Location: {{ prompt.asset.location }}

   9. Modified By: {{ prompt.asset.modified_by }}

   10. Notes: {{ prompt.asset.notes }}

   11. Serial Number: {{ prompt.asset.serial_number }}

   12. Status: {{ prompt.asset.status }}

   13. Updated at: {{ prompt.asset.updated_at }}

   14. Walk Order: {{ prompt.asset.walk_order }}

{% for let response in prompt.responses %}

Responses Level Data

Question: {{ response.question }}

Type: {{ response.type }}

Response:

{% if response.type == “signature” %}

Important: Format the Alt Tex of the signature to include {{ response.response }}

Insert Image Placeholder wherever you require the signature:

{% else %}

{{ response.response }}

{% endif %}

{% endfor %}

Images

{% for let image in prompt.images %}

Important: Format the Alt Tex of the image to include {{ response.response }}

{% endfor %}
{% endfor %}

{% endfor %}