BuildTopia Tags Matrix
| Help for BTBuilder | � BuildTopia 2009 |
Revised November 5th, 2012
Select the hyperlinks to move immediately to the desired section - or simply scroll down the screen.
| BTBuilder & BTSales | BTService | ||
|---|---|---|---|
|
Tag Description |
BT Tag |
Available in Document Type |
||
|---|---|---|---|---|
BTBuilder & BTSales |
||||
SYSTEM DATE Back to Top |
CONTRACT
|
SALES LETTER
|
SERVICE
|
|
|
Date - Current Day (e.g., 1, 15, 27) |
@@current_day@@ |
X |
X |
X |
|
Date - Current Month (e.g., January) |
@@current_month@@ |
X |
X |
|
|
Date - Current Year (e.g., 2015) |
@@current_year@@ |
X |
X |
|
|
Date - Current Date Short (e.g., 01/01/2015) |
@@current_date_short@@ |
X |
X |
|
|
Date - Current Date Long (e.g., January 1, 2015) |
@@current_date_long@@ |
X |
X |
|
|
COMPANY Back to Top |
||||
|
Builder - displays Company Name |
@@builder_name_global@@ |
X |
X |
X |
|
Builder - displays Company Project Name |
@@builder_name@@ |
X |
X |
|
| Builder - complete company address | @@builder_complete_address@@ | X | X | |
|
Builder - Address #1 |
@@builder_addr1@@ |
X |
X |
|
|
Builder - Address #2 |
@@builder_addr2@@ |
X |
X |
|
|
Builder - City |
@@builder_city@@ |
X |
X |
|
|
Builder - State |
@@builder_state@@ |
X |
X |
|
|
Builder - Zip |
@@builder_zip@@ |
X |
X |
|
|
Builder - City, State, Zip |
@@builder_city_state_zip@@ |
X |
X |
|
|
PROJECT Back to Top |
||||
|
Project Name |
@@project_common_name@@ |
X |
X |
X
|
| Project Name (project for the lot on a workup) | @@lot_project_common_name@@ | X | X | X |
| Project Company Name | @@project_company_name@@ | X | X | X |
| Project Company Name (project for the lot on a workup) | @@lot_project_company_name@@ | X | X | X |
| Project Street Address | @@project_address@@ | X | X | X |
|
Project City |
@@project_city@@ |
X |
X |
X |
|
Project County |
@@project_county@@ |
X |
X |
X |
|
Project State |
@@project_state@@ |
X |
X |
X |
|
Project Zip |
@@project_zip@@ |
X |
X |
X |
| Project City, State, Zip | @@project_city_state_zip@@ | X | X | X |
| Project Complete Address - includes street address | @@project_complete_address@@ | X | X | X |
| Project Accounting Code | @@project_accounting_code@@ | X | X | X |
| Project Accounting Code II | @@project_accounting_code2@@ | X | X | X |
| Project Company Accounting Code | @@project_company_accounting_code@@ | X | X | X |
| Project Manager | @@project_manager@@ | X | x | X |
| Project Administrator | @@project_administrator@@ | X | X | X |
| Project URL | @@project_url@@ | X | X | X |
| Project - Description | @@project_description@@ | X | X | X |
| Project - Accounting Phone | @@project_acct_phone@@ | X | X | X |
| Project - Account Fax | @@project_acct_fax@@ | X | X | X |
| Project - Accounting Email | @@project_acct_email@@ | X | X | X |
| Project - Sales Phone | @@project_sales_phone@@ | X | X | X |
| Project - Sales Fax | @@project_sales_fax@@ | X | X | X |
| Project - Sales Email | @@project_sales_email@@ | X | X | X |
| Project - Service Phone | @@project_service_phone@@ | X | X | X |
| Project - Service Fax | @@project_service_fax@@ | X | X | X |
| Project - Service Email | @@project_service_email@@ | X | X | X |
| Project - Custom Field 1 | @@project_field1@@ | X | X | X |
| Project - Custom Field 2 | @@project_field2@@ | X | X | X |
| Project - Custom Field 3 | @@project_field3@@ | X | X | X |
| Project - Custom Field 4 | @@project_field4@@ | X | X | X |
| Project - Custom Field 5 | @@project_field5@@ | X | X | X |
| Project - Custom Field 6 | @@project_field6@@ | X | X | X |
| Project - Custom Field 7 | @@project_field7@@ | X | X | X |
| Project - Custom Field 8 | @@project_field8@@ | X | X | X |
| Project - Custom Field 9 | @@project_field9@@ | X | X | X |
| Project - Custom Field 10 | @@project_field10@@ | X | X | X |
|
LOT Back to Top |
||||
|
Lot - Lot Number |
@@lot_number@@ |
X |
|
X
|
|
Lot - Custom Lot Number |
@@custom_lot_number@@ |
X |
||
|
Lot - Lot Address |
@@lot_address@@ |
X |
||
| Lot - City | @@lot_city@@ | X | ||
| Lot - State | @@lot_state@@ | X | ||
| Lot - Country | @@lot_country@@ | X | ||
| Lot - Zip Code | @@lot_zip_code@@ | X | ||
|
Lot - Building Number |
@@building_number@@ |
X |
||
|
Lot - Block Number |
@@lot_block@@ |
X |
||
|
Lot - Section Number |
@@lot_section@@ |
X |
||
| Lot - Floor | @@lot_floor@@ | X | ||
|
Lot - Lot Number & Block |
@@lot_number_block@@ |
X |
||
| Lot - Swing | @@lot_swing@@ | X | ||
|
Lot - Accounting Code |
@@lot_accounting_code@@ |
X |
||
|
Lot - Sub Accounting Code |
@@lot_sub_accounting_code@@ |
X |
||
|
Lot - Lot Conditions |
@@lot_conditions@@ |
X |
||
|
Lot - Lot Memo |
@@lot_memo@@ |
X |
||
|
Lot - Required Elevation |
@@lot_required_elevation@@ |
X |
||
|
Lot - Required Color |
@@lot_required_color@@ |
X |
||
| Lot - Permit Number | @@lot_building_permit_number@@ | X | ||
| Released to production date | @@lot_released_to_production_date@@ | X | ||
| Lot - Order Date | @@lot_order_date@@ | X | ||
| Lot - Takedown Date | @@lot_take_down_date@@ | X | ||
| Lot Permit Applied Date | @@lot_permit_applied_date@@ | X | ||
| Lot - Permit Received Date | @@lot_permit_received_date@@ | X | ||
| Lot URL | @@lot_url@@ | X | ||
|
Lot - Custom Fields There are 5 custom fields for each field type. To utilize fields 2-5, simply use the corresponding number. For example @@lot_custom_drop_down2@@ |
@@lot_custom_drop_down1@@ @@lot_custom_long_text1@@ @@lot_custom_number1@@ @@lot_custom_date1@@ |
X | ||
|
PLAN Back to Top |
||||
|
Plan Name |
@@plan_name@@ |
X |
|
X |
|
Plan Number |
@@plan_number@@ |
X |
||
| Plan Name and Number | @@plan_name_and_number@@ | X | ||
| Plan Square Footage | @@plan_square_footage@@ | X |
||
| Plan Bed Rooms | @@plan_bed_rooms@@ | X |
||
| Plan Bath Rooms | @@plan_bath_rooms@@ | X |
||
|
PROSPECT/BUYER Back to Top |
||||
|
Prospect - Salutation |
@@prospect_salutation@@ |
X |
X |
|
|
Prospect - First Name |
@@prospect_first_name@@ |
X |
X |
|
| Prospect - Middle Initial | @@prospect_middle_initial@@ | X | X | |
|
Prospect - Last Name |
@@prospect_last_name@@ |
X |
X |
|
|
Prospect - suffix |
@@prospect_suffix@@ |
X |
X |
|
|
Prospect - Full Name |
@@prospect_full_name@@ |
X |
X |
|
|
Prospect - Full/Legal Name |
@@prospect_legal_name@@ |
X |
X |
|
|
Prospect - Address, first line |
@@prospect_addr1@@ |
X |
X |
|
|
Prospect - Address, second line |
@@prospect_addr2@@ |
X |
X |
|
|
Prospect - City |
@@prospect_city@@ |
X |
X |
|
|
Prospect - State |
@@prospect_state@@ |
X |
X |
|
|
Prospect - Zip |
@@prospect_zip@@ |
X |
X |
|
|
Prospect - City, State, Zip combined |
@@prospect_city_state_zip@@ |
X |
X |
|
|
Prospect - Home Phone |
@@prospect_home_phone@@ |
X |
X |
|
|
Prospect - Work Phone |
@@prospect_work_phone@@ |
X |
X |
|
|
Prospect - Mobile Phone |
@@prospect_mobile@@ |
X |
X |
|
|
Prospect - Fax |
@@prospect_fax@@ |
X |
X |
|
|
Prospect - Email Address |
@@prospect_email@@ |
X |
X |
|
|
Prospect - Date Visited Short (e.g., 01/01/2015) |
@@prospect_date_entered@@ |
X |
X |
|
|
Prospect - Date Visited Long (e.g., January 1, 2015) |
@@prospect_date_visit_long@@ |
X |
X |
|
|
Co Prospect - First Name (with "and") |
@@and_co_prospect_first_name@@ |
X |
X |
|
|
Co Prospect - Last Name (with "and") |
@@and_co_prospect_last_name@@ |
X |
X |
|
|
Co Prospect - Full Name (with "and") |
@@and_co_prospect_full_name@@ |
X |
X |
|
|
Co Prospect - Full/Legal Name (with "and") |
@@and_co_prospect_legal_name@@ |
X |
X |
|
|
Co Prospect - Salutation |
@@co_prospect_salutation@@ |
X |
X |
|
|
Co Prospect - First Name |
@@co_prospect_first_name@@ |
X |
X |
|
| Co Prospect - Middle Initial | @@co_prospect_middle_initial@@ | X | X | |
|
Co Prospect - Last Name |
@@co_prospect_last_name@@ |
X |
X |
|
|
Co Prospect - Suffix |
@@co_prospect_suffix@@ |
X |
X |
|
|
Co Prospect - Full Name |
@@co_prospect_full_name@@ |
X |
X |
|
|
Co Prospect - Full/Legal Name |
@@co_prospect_legal_name@@ |
X |
X |
|
|
Co Prospect - Address, first line |
@@co_prospect_addr1@@ |
X |
X |
|
|
Co Prospect - Address, second line |
@@co_prospect_addr2@@ |
X |
X |
|
|
Co Prospect - City |
@@co_prospect_city@@ |
X |
X |
|
|
Co Prospect - State |
@@co_prospect_state@@ |
X |
X |
|
|
Co Prospect - Zip |
@@co_prospect_zip@@ |
X |
X |
|
|
Co Prospect - City, State, Zip combined |
@@co_prospect_city_state_zip@@ |
X |
X |
|
|
Co Prospect - Home Phone |
@@co_prospect_home_phone@@ |
X |
X |
|
|
Co Prospect - Work Phone |
@@co_prospect_work_phone@@ |
X |
X |
|
|
Co Prospect - Mobile Phone |
@@co_prospect_mobile@@ |
X |
X |
|
|
Co Prospect - Email Address |
@@co_prospect_email@@ |
X |
X |
|
| Home Buyer Home Page - URL | @@hbhp_url@@ | X | X | |
| Home Buyer Home Page - User Name | @@hbhp_username@@ | X | X | |
| Home Buyer Home Page - Password | @@hbhp_password@@ | X | X | |
|
||||
|
||||
|
SALES REP Back to Top |
||||
|
Sales Rep - First Name |
@@sales_rep_first_name@@ |
X |
X |
|
|
Sales Rep - Last Name |
@@sales_rep_last_name@@ |
X |
X |
|
|
Sales Rep - Full Name |
@@sales_rep_full_name@@ |
X |
X |
|
| Sales Rep - Position | @@sales_rep_position@@ | X | X | |
|
Sales Rep - Email |
@@sales_rep_email@@ |
X |
X |
|
|
Sales Rep - Phone (up to 3-digit extension) |
@@sales_rep_phone@@ |
X |
X |
|
| Sales Rep - Mobile | @@sales_rep_mobile@@ | X | X | |
| Sales Rep - Fax (up to 3-digit Extension) | @@sales_rep_fax@@ | X | X | |
| Sales Rep - Direct Connect | @@sales_rep_direct@@ | X | X | |
| Sales Rep - License Number | @@sales_rep_license_number@@ | X | X | |
| Sales Rep - Custom Field 1 | @@sales_rep_field1@@ | X | X | |
| Sales Rep - Custom Field 2 | @@sales_rep_field2@@ | X | X | |
| Sales Rep - Custom Field 3 | @@sales_rep_field3@@ | X | X | |
| Sales Rep - Custom Field 4 | @@sales_rep_field4@@ | X | X | |
| Sales Rep - Custom Field 5 | @@sales_rep_field5@@ | X | X | |
|
SALES PRICES AND DEPOSITS Back to Top |
||||
|
Price - Total Purchase Numeric (NSO total + options + addendum + premium + base price - incentives + differential) |
@@total_price@@ |
X |
|
|
|
Price - Total Purchase Text |
@@total_price_text@@ |
X |
||
|
Price - Total Purchase Minus All Deposits Paid |
@@price_minus_deposits@@ |
X |
||
|
Price - Total Purchase Minus All Deposits Paid & Unpaid |
@@price_minus_deposits_paid_and_unpaid@@ |
X |
||
|
Price - Total Purchase Minus Option & Change Order Deposits Paid |
@@price_minus_option_and_co_deposits@@ |
X |
||
|
Price - Total Purchase Minus Option & Change Order Deposits Paid & Unpaid |
@@price_minus_option_and_co_deposits_paid_and_unpaid@@ |
X |
||
| Price - Total Purchase Minus NSO & Option Total | @@total_price_minus_nso_and_option_total@@ | X | ||
| Price - Total Purchase Minus NSO & Option Total Text | @@total_price_minus_nso_and_option_total_text@@ | X | ||
|
Price - Total Purchase with Builder Adjustment (modified by accepted Addenda) |
@@purchase_price_with_builder_adjust@@ |
X |
||
|
Price - Total Purchase w/ Builder Adjustment (modified by accepted Addenda) Text |
@@purchase_price_with_builder_adjust_text@@ |
X |
||
|
Price - Total Purchase plus Options, Differentials, Incentives and minus Core Lot Price and Lot Premium |
@@total_house_only_price@@ |
X |
||
|
Price - Base House modified by differential (+ / -) |
@@adjusted_base_price@@ |
X |
||
| Price - Base Price plus Lot Premium | @@base_price_plus_lot_premium@@ | X | ||
|
Price - Total NSO & Options minus Total Incentives |
@@adjusted_total_options_and_nso_price@@ |
X |
||
|
Price - (Total NSO & Options minus Total Incentives) minus Option Deposit Paid minus NSO Deposit Paid |
@@adjusted_options_and_nso_price_less_deposits_paid@@ |
X |
||
|
Price - (Base House minus differential) minus Contract Deposit paid |
@@adjusted_base_price_less_deposits_paid@@ |
X |
||
|
Price - Base price plus option total |
@@base_price_plus_option_total@@ |
X |
||
|
Price - Differential |
@@differential@@ |
X |
||
|
Price - Base House Type |
@@base_price@@ |
X |
||
|
Price - Lot Premium |
@@lot_premium@@ |
X |
||
| Price - Lot Premium | @@lot_premium_text@@ | X | ||
|
Price - Core Lot Price |
@@core_lot_price@@ |
X |
||
| Price - Core Lot Price Text | @@core_lot_price_text@@ | X | ||
|
Price - Core Lot Price plus Lot Premium |
@@core_lot_price_plus_premium@@ |
X |
||
|
Price - Base House minus Core Lot Price |
@@base_house_without_lot@@ |
X |
||
| Price - Total Purchase Price minus Core Lot Price | @@total_price_minus_core_lot_price@@ | |||
| Price - Total Purchase Price minus Core Lot Price Text | @@total_price_minus_core_lot_price_text@@ | |||
|
Price - Total Options |
@@option_total@@ |
X |
||
|
Price - Total Options minus Differential |
@@option_total_minus_diff@@ |
X |
||
|
Price - Total NSO |
@@nso_total@@ |
X |
||
|
Price - Total NSO & Options |
@@nso_and_option_total@@ |
X |
||
|
Price - Total Addenda |
@@addenda_total@@ |
X |
||
|
Price - Addenda List |
@@addenda_list@@ |
X |
||
|
Price - Incentives |
@@incentives@@ |
X |
||
|
Price - Total Incentives |
@@total_incentives@@ |
X |
||
|
Price - Total Incentives Text |
@@total_incentives_text@@ |
X |
||
|
Deposit - Total Deposit Paid |
@@all_deposit_amt_paid@@ |
X |
||
|
Deposit - Total Deposit Unpaid |
@@all_deposit_amt_unpaid@@ |
X |
||
|
Deposit - Contract deposit paid + contract deposit unpaid |
@@contract_deposit_amt@@ |
X |
||
|
Deposit - Contract Deposit Paid |
@@contract_deposit_amt_paid@@ |
X |
||
|
Deposit - Contract Deposit Unpaid |
@@contract_deposit_amt_unpaid@@ |
X |
||
|
Deposit - Option Deposit |
@@option_deposit_amt@@ |
X |
||
|
Deposit - Option Deposit Paid |
@@option_deposit_amt_paid@@ |
X |
||
|
Deposit - Option Deposit Unpaid |
@@option_deposit_amt_unpaid@@ |
X |
||
|
Deposit - NSO Deposit Paid |
@@nso_deposit_amt_paid@@ |
X |
||
|
Deposit - NSO Deposit Unpaid |
@@nso_deposit_amt_unpaid@@ |
X |
||
|
Deposit - Change Order Deposit Paid |
@@co_deposit_amt_paid@@ |
X |
||
|
Deposit - Change Order Deposit Unpaid |
@@co_deposit_amt_unpaid@@ |
X |
||
|
Deposit - Other Deposit Paid |
@@other_deposit_amt_paid@@ |
X |
||
|
Deposit - Other Deposit Unpaid |
@@other_deposit_amt_unpaid@@ |
X |
||
OPTIONS AND NSOs Back to Top |
||||
|
Options - Detail (only) |
@@options_selected_detail@@ |
X |
|
|
|
Options - Description plus Detail |
@@options_selected_detail2@@ |
X |
||
|
NSOs - List Showing Requested Description (only) |
@@nso_list_only_req_descr@@ |
X |
||
|
NSOs - List Showing Requested Description AND Quoted Description |
@@nso_list_with_req_and_quoted_descr@@ |
X |
||
|
NSOs - List Showing Quoted Description (only) |
@@nso_list_only_quoted_descr@@ |
X |
||
CANADIAN TAXES Back to Top |
||||
| Total Taxes - Sum of all taxes | @@total_taxes@@ | X | ||
| Total Taxes Text - Sum of all taxes text | @@total_taxes_text@@ | X | ||
| Total Rebates - Sum of all rebates | @@total_rebates@@ | X | ||
| Total Rebates Text - Sum of all rebates text | @@total_rebates_text@@ | X | ||
| Net Taxes - Net amount of all taxes less all rebates | @@net_taxes@@ | X | ||
| Net Taxes Text - Net amount of all taxes less all rebates text | @@net_taxes_text@@ | X | ||
| Total Price with Taxes - Total price with all taxes before rebates | @@total_price_with_taxes@@ | X | ||
| Total Price with Taxes Text - Total price with all taxes before rebates text | @@total_price_with_taxes_text@@ | X | ||
| Purchase Price - Price including all taxes and rebates | @@purchase_price@@ | X | ||
| Purchase Price Text - Price including all taxes and rebates text | @@purchase_price_text@@ | X | ||
| Purchase Price Minus Deposits - Price including all taxes and rebates less all deposits | @@purchase_price_minus_deposits@@ | X | ||
| Purchase Price Minus Deposits Paid and Unpaid - Price including all taxes and rebates less paid and unpaid deposits | @@purchase_price_minus_deposits_paid_and_unpaid@@ | X | ||
|
CONTRACT Back to Top |
||||
|
Contract - Submitted Date Short (e.g., 01/01/2015) |
@@agreement_submit_date_short@@ |
X |
|
|
|
Contract - Submitted Date Long (e.g., January 1, 2015) |
@@agreement_submit_date_long@@ |
X |
||
|
Contract - Accepted Date Short (e.g., 01/01/2015) |
@@agreement_accept_date_short@@ |
X |
||
|
Contract - Accepted Date Long (e.g., January 1, 2015) |
@@agreement_accept_date_long@@ |
X |
||
|
Contract - Finalized Date Short (e.g., 01/01/2015) |
@@agreement_finalized_date_short@@ |
X |
||
|
Contract - Finalized Date Long (e.g., January 1, 2015) |
@@agreement_finalized_date_long@@ |
X |
||
|
Contract - Contingency Expiration Date |
@@cont_exp_date@@ |
X |
||
|
Contract - Lot Hold Expiration Date Short (e.g.,01/01/2015) |
@@lot_hold_expiration_date_short@@ |
X |
||
|
Contract - Lot Hold Expiration Date Long (e.g., January 1, 2015) |
@@lot_hold_expiration_date_long@@ |
X |
||
|
Settlement Date - Displays date of projected settlement, otherwise displays nothing (e.g., 01/01/2015) |
@@projected_settlement_date_short@@ |
X |
||
|
Settlement Date - Displays date of projected settlement, otherwise displays nothing (e.g., January 01, 2015) |
@@projected_settlement_date_long@@ |
X |
||
|
Settlement Date - Displays date of final settlement, otherwise displays nothing (e.g., 01/01/2015) |
@@final_settlement_date_short@@ |
X |
||
|
Settlement Date - Displays date of final settlement, otherwise displays nothing (e.g., January 01, 2015) |
@@final_settlement_date_long@@ |
X |
||
|
Contract - Termination Date Short (e.g., 01/01/2015) |
@@agreement_terminated_date_short@@ |
X |
||
|
Contract - Termination Date Long (e.g., January 01, 2015) |
@@agreement_terminated_date_long@@ |
X |
||
| Completion Date - Displays projected date construction will be complete, based on construction schedule | @@projected_completion_date@@ | X | ||
BROKER AGENT INFORMATION Back to Top |
CONTRACTDOCUMENT |
SALES EMAIL & LETTERBROKER EMAIL & LETTER |
||
|
Broker Agent - First Name |
@@brokers_first_name@@ |
X |
X |
|
|
Broker Agent - Last Name |
@@brokers_last_name@@ |
X |
X |
|
|
Broker Agent - Full Name |
@@brokers_full_name@@ |
X |
X |
|
|
Broker Agent - Company Name |
@@brokers_company@@ |
X |
X |
|
|
Broker Agent - Address #1 |
@@brokers_addr1@@ |
X |
X |
|
|
Broker Agent - Address #2 |
@@brokers_addr2@@ |
X |
X |
|
|
Broker Agent - City |
@@brokers_city@@ |
X |
X |
|
|
Broker Agent - State |
@@brokers_state@@ |
X |
X |
|
|
Broker Agent - Zip |
@@brokers_zip@@ |
X |
X |
|
|
Broker Agent - City, State, Zip |
@@brokers_city_state_zip@@ |
X |
X |
|
| Broker Agent - Country | @@brokers_country@@ | X | X | |
| Broker Agent - 2nd Email | @@brokers_email_secondary@@ | X | X | |
| Broker Agent - Broker License | @@brokers_broker_license@@ | X | X | |
| Broker Agent - Realtor License | @@brokers_realtor_license@@ | X | X | |
| Broker Agent - Website | @@brokers_website@@ | X | X | |
|
Broker Agent - Phone #1 |
@@brokers_phone1@@ |
X |
X |
|
|
Broker Agent - Phone #2 |
@@brokers_phone2@@ |
X |
X |
|
|
Broker Agent - Fax |
@@brokers_fax@@ |
X |
X |
|
|
Broker Agent - Email Address |
@@brokers_email@@ |
X |
X |
|
|
Broker Agent - Brokers Commission |
@@brokers_commission@@ |
X |
X |
|
MORTGAGE COMPANY INFORMATION Back to Top |
CONTRACT DOCUMENT |
SALES EMAIL & LETTERMORTGAGE EMAIL & LETTER |
||
|
Mortgage - Loan Program ID |
@@loan_program_id@@ |
X |
X |
|
|
Mortgage - Loan Type |
@@loan_type@@ |
X |
X |
|
|
Mortgage - Loan Amount |
@@mortgage_amount@@ |
X |
X |
|
|
Mortgage - Down Payment |
@@down_payment@@ |
X |
X |
|
|
Mortgage - Estimated Closing Costs |
@@estimated_closing_costs@@ |
X |
X |
|
|
Mortgage - Estimated Prepaids |
@@estimated_prepaids@@ |
X |
X |
|
|
Mortgage - Seller Contribution |
@@seller_contribution@@ |
X |
X |
|
|
Mortgage - Company Name |
@@mortgage_company_name@@ |
X |
X |
|
|
Mortgage - Company Address, first line |
@@mortgage_company_address@@ |
X |
X |
|
|
Mortgage - Company Address, second line |
@@mortgage_company_address2@@ |
X |
X |
|
|
Mortgage - Company City |
@@mortgage_company_city@@ |
X |
X |
|
|
Mortgage - Company State |
@@mortgage_company_state@@ |
X |
X |
|
|
Mortgage - Company Zip |
@@mortgage_company_zip@@ |
X |
X |
|
|
Mortgage - Company City, State, Zip |
@@mortgage_company_city_state_zip@@ |
X |
X |
|
| Mortgage Company - Country | @@mortgage_company_country@@ | X | X | |
| Mortgage Companay - Website | @@mortgage_company_website@@ | X | X | |
|
Mortgage - Loan Officer Name |
@@loan_officer_full_name@@ |
X |
X |
|
|
Mortgage - Loan Officer Phone, primary |
@@loan_officer_phone1@@ |
X |
X |
|
|
Mortgage - Loan Officer Phone, secondary |
@@loan_officer_phone2@@ |
X |
X |
|
|
Mortgage - Loan Officer Fax |
@@loan_officer_fax@@ |
X |
X |
|
|
Mortgage - Loan Officer Email |
@@loan_officer_email@@ |
X |
X |
|
|
Mortgage - Loan Processor Name |
@@loan_processor_full_name@@ |
X |
X |
|
|
Mortgage - Loan Processor Phone |
@@loan_processor_phone@@ |
X |
X |
|
| Mortgage - Loan Processor Email | @@loan_processor_email@@ | X | X | |
CURRENT USERS Back to Top |
ALL TAGGEDRTF DOCUMENTS |
ALL TAGGEDEMAIL DOCUMENTS |
ALL TAGGEDSERVICE EMAILS |
|
| Current User - First Name | @@user_first_name@@ | X | X | X |
| Current User - Last Name | @@user_last_name@@ | X | X | X |
| Current User - Full Name | @@user_full_name@@ | X | X | X |
| Current User - Phone | @@user_phone@@ | X | X | X |
| Current User - Fax | @@user_fax@@ | X | X | X |
| Current User - Email | @@user_email@@ | X | X | X |
| Current User - Mobile | @@user_mobile@@ | X | X | X |
| Current User - Direct Connect | @@user_direct@@ | X | X | X |
| Current User - Position in Company | @@user_position@@ | X | X | X |
| Current User - License Number | @@user_license_number@@ | X | X | X |
| Current User - Custom Field 1 | @@user_field1@@ | X | X | X |
| Current User - Custom Field 2 | @@user_field2@@ | X | X | X |
| Current User - Custom Field 3 | @@user_field3@@ | X | X | X |
| Current User - Custom Field 4 | @@user_field4@@ | X | X | X |
| Current User - Custom Field 5 | @@user_field5@@ | X | X | X |
BTSERVICE |
||||
SYSTEM DATE |
SERVICE EMAIL |
|||
|
Date - Current Date Short (e.g., 01/01/2015) |
@@current_date_short@@ |
|
|
All BTSvc emails |
|
Date - Current Date Long (e.g., January 1, 2015) |
@@current_date_long@@ |
All BTSvc emails |
||
|
COMPANY Back to Top |
||||
|
Builder - Name (LLC) |
@@builder_name@@ |
|
|
All BTSvc emails |
|
LOT Back to Top |
||||
|
Lot - Lot Number |
@@lot_number@@ |
|
|
All BTSvc emails |
|
Lot - Custom Lot Number |
@@custom_lot_number@@ |
All BTSvc emails |
||
|
Lot - Lot Address |
@@lot_address@@ |
All BTSvc emails |
||
|
PLAN Back to Top |
||||
|
Unit - Plan Name |
@@plan_name@@ |
|
|
All BTSvc emails |
| Unit - Plan Name and Number | @@plan_name_and_number@@ | |||
|
OWNER Back to Top |
||||
|
Owner - Name |
@@owner_name@@ |
|
|
All BTSvc emails |
|
Owner - City |
@@project_city@@ |
All BTSvc emails |
||
|
Owner - State |
@@project_state@@ |
All BTSvc emails |
||
|
Owner - Zip |
@@project_zip@@ |
All BTSvc emails |
||
|
Owner - City, State, Zip |
@@project_city_state_zip@@ |
All BTSvc emails |
||
|
Owner - Primary Contact |
@@owner_primary_contact@@ |
All BTSvc emails |
||
|
Owner - Home Phone |
@@owner_home_phone@@ |
All BTSvc emails |
||
|
Owner - Work Phone |
@@owner_work_phone@@ |
All BTSvc emails |
||
|
Owner - Mobile Phone |
@@owner_mobile_phone@@ |
All BTSvc emails |
||
|
Owner - Fax |
@@owner_fax@@ |
All BTSvc emails |
||
|
Owner - Email |
@@owner_email@@ |
All BTSvc emails |
||
|
Owner - Settlement Date, short |
@@settlement_date_short@@ |
All BTSvc emails |
||
|
Owner - Settlement Date, long |
@@settlement_date_long@@ |
All BTSvc emails |
||
|
Owner - Custom Field, first field |
@@custom_field_1@@ |
All BTSvc emails |
||
|
Owner - Custom Field, second field |
@@custom_field_2@@ |
All BTSvc emails |
||
|
Owner - Web Address for Owner's Homebuyer Homepage |
@@hbhp_url@@ |
All BTSvc emails |
||
|
Owner - Username for Owner's Homebuyer Homepage |
@@hbhp_username@@ |
All BTSvc emails |
||
|
Owner - Password for Owner's Homebuyer Homepage |
@@hbhp_password@@ |
All BTSvc emails |
||
|
REQUEST Back to Top |
||||
|
Request - Number |
@@request_number@@ |
|
|
Request, Item emails
|
|
Request - Origin |
@@request_origin@@ |
|||
|
Request - Summary |
@@request_summary@@ |
|||
|
Request - Status |
@@request_status@@ |
|||
|
Request - Create Date |
@@request_create_date@@ |
|||
|
Request - Close Date |
@@request_close_date@@ |
|||
|
Request Service Rep Back to Top |
||||
|
Request - Service Rep |
@@request_service_rep@@ |
All BTSvc emails | ||
| Request Service Rep Phone | @@request_service_rep_phone@@ | All BTSvc emails | ||
| Request Service Rep Fax | @@request_service_rep_fax@@ | All BTSvc emails | ||
| Request Service Rep Email | @@request_service_rep_email@@ | All BTSvc emails | ||
| Request Service Rep Position | @@request_service_rep_position@@ | All BTSvc emails | ||
| Request Service Rep Mobile | @@request_service_rep_mobile@@ | All BTSvc emails | ||
| Request Service Rep Direct Connect | @@request_service_rep_direct@@ | All BTSvc emails | ||
| Request Service Rep Custom Field 1 | @@request_service_rep_field1@@ | All BTSvc emails | ||
| Request Service Rep Custom Field 2 | @@request_service_rep_field2@@ | All BTSvc emails | ||
| Request Service Rep Custom Field 3 | @@request_service_rep_field3@@ | All BTSvc emails | ||
| Request Service Rep Custom Field 4 | @@request_service_rep_field4@@ | All BTSvc emails | ||
| Request Service Rep Custom Field 5 | @@request_service_rep_field5@@ | All BTSvc emails | ||
|
Request - Email Item List |
@@email_request_item_list@@ |
All BTSvc emails | ||
|
ITEM & ASSIGNMENT Back to Top |
||||
|
Item - Number |
@@item_number@@ |
|
|
Item email only |
|
Item - Customer Summary |
@@item_customer_summary@@ |
Item email only |
||
|
Item - Internal Detail |
@@item_internal_detail@@ |
Item email only |
||
|
Item - Status |
@@item_status@@ |
Item email only |
||
|
Item - Create Date |
@@item_create_date@@ |
Item email only |
||
|
Item - Complete Date |
@@item_complete_date@@ |
Item email only |
||
|
Item - Close Date |
@@item_close_date@@ |
Item email only |
||
|
Item - Flagged as Urgent |
@@item_urgent@@ |
Item email only |
||
|
Item - Under Warranty |
@@item_warranty@@ |
Item email only |
||
|
Item - Table of Service Order Items |
@@so_items_table@@ |
Item email only |
||
|
Service Order - Number |
@@so_number@@ |
SO email only |
||
|
Service Order - Status |
@@so_status@@ |
SO email only |
||
|
Service Order - Appointment Confirmed (Yes/No) |
@@so_appointment_confirmed@@ |
SO email only |
||
|
Service Order - Open Date |
@@so_open_date@@ |
SO email only |
||
|
Service Order - Scheduled Date |
@@so_scheduled_date@@ |
SO email only |
||
|
Service Order - Scheduled Time |
@@so_scheduled_time@@ |
SO email only |
||
|
Service Order - Complete Date |
@@so_completed_date@@ |
SO email only |
||
|
Service Order - Comments |
@@so_comment@@ |
SO email only |
||
|
CUSTOMER SERVICE MANAGER Back to Top |
||||
|
Customer Service Manager (designated default) |
@@btservice_manager_name@@ |
|
|
X |
| Customer Service Manager - Phone | @@btservice_manager_phone@@ | X | ||
| Customer Service Manager - Fax | @@btservice_manager_fax@@ | X | ||
| Customer Service Manager - Email | @@btservice_manager_email@@ | X | ||
| Customer Service Manager - Mobile | @@btservice_manager_mobile@@ | X | ||
| Customer Service Manager - Direct Connect | @@btservice_manager_direct@@ | X | ||
| Customer Service Manager - Position in Company | @@btservice_manager_position@@ | X | ||
| Customer Service Manager - Custom Field 1 | @@btservice_manager_field1@@ | X | ||
| Customer Service Manager - Custom Field 2 | @@btservice_manager_field2@@ | X | ||
| Customer Service Manager - Custom Field 3 | @@user_field3@@ | X | ||
| Customer Service Manager - Custom Field 4 | @@btservice_manager_field4@@ | X | ||
| Customer Service Manager - Custom Field 5 | @@btservice_manager_field5@@ | X | ||
|
Customer Service Representative (designated default) |
@@request_service_rep@@ |
X |
||
|
TRADE PARTNERS Back to Top |
||||
|
Trade Partner - Name |
@@sub_contractor_name@@ |
|
|
SO email only |
|
Trade Partner - Address, complete |
@@sub_contractor_full_address@@ |
SO email only |
||
|
Trade Partner - Phone |
@@sub_contractor_phone@@ |
SO email only |
||
|
Contact Customer Support: 1-800-411-2020 Option 4 or support@buildtopia.com |