Template Tags Reference

Updated at Jan 10, 2025
By Kali Patrick

Table of Contents

Account Assets Business Hours Comments Customers Invoices Line Items Payments RMM Signatures Techs Tickets Miscellaneous

Template Tags are placeholders you can use within Email/PDF Templates to fill in information that’s unique and/or that may change. In other words, Template Tags are variables for Syncro data you can use in communications with your customers.

Note: In Syncro, Template Tags are listed alphabetically.

This document provides brief descriptions of each Template Tag you might want to use, organized by relatedness.

Account

Tag	Description
{{account_address}}	Inserts the business name and address of the Syncro account owner.
{{account_name}}	Inserts the name of the Syncro account owner, as specified in Admin > Account Settings.
{{account_street}}	Inserts the street address of the Syncro account owner.
{{account_city}}	Inserts the city of the Syncro account owner.
{{account_state}}	Inserts the state of the Syncro account owner.
{{account_zip}}	Inserts the zip code of the Syncro account owner.
{{account_phone}}	Inserts the phone number of the Syncro account owner.
{{account_email}}	Inserts the primary email of the Syncro account owner.
{{account_subdomain}}	Inserts the subdomain of the Syncro account owner, as specified in Admin > Account Settings.
{{account_tech}}	Inserts the full name of the first Global Admin user when the Syncro account was first created.
{{account_url}}	Inserts the Syncro URL (e.g., https://yourdomain.syncromsp.com/).
{{account_vat_reg_no}}	Inserts the VAT/Tax Registration number, as specified in Invoice Settings.
{{account_website}}	Inserts your website, as specified in Admin > Account Settings.

Assets

Tag	Description
{{assets}}	Inserts the Name, Properties, and Asset Custom Fields for the relevant asset.
{{asset_custom_field_XXXXXX}}	Inserts a value corresponding to the value in the given custom field. Note: All custom_field tags have the name of the custom field appended to the end of the tag to make them unique, for example: "asset_custom_field_splashtop_uuid".
{{asset_id}}	Inserts the ID of the relevant asset.
{{asset_name}}	Inserts the name of the relevant asset.
{{asset_properties}}	Inserts the properties (HDD, MFG, Mdeol, OS, Last Boot, CPU Name, Device Name, and any Asset Custom Field values) for the relevant asset.
{{asset_serial}}	Inserts the serial number of the relevant asset. (This may be a legacy version.)
{{asset_serial_v2}}	Inserts the serial number of the relevant asset. (No different from previous.)
{{asset_type}}	Inserts the asset type of the relevant asset.
{{asset_address}}	Inserts line 1 of the relevant asset's address.
{{asset_address_2}}	Inserts line 2 of the relevant asset's address.
{{asset_city}}	Inserts the city of the relevant asset's address.
{{asset_state}}	Inserts the state of the relevant asset's address.
{{asset_zip}}	Inserts the zip code of the relevant asset's address.
{{asset_snmp_auto_resolve_offline}}	(For SNMP assets only) Inserts “True" or “False” based on whether the "Auto-resolve Alert When Clear" box is checked for SNMP Offline Alerts.
{{asset_snmp_community}}	(For SNMP assets only) Inserts “Community” from SNMP Details.
{{asset_snmp_enabled}}	(For SNMP assets only) Inserts “True” or "False" based on whether the “SNMP Enabled” box is checked. See also: Enable SNMP on an Asset.
{{asset_snmp_host}}	(For SNMP assets only) Inserts "Hostname / IP" from SNMP Details.
{{asset_snmp_offline_minutes}}	(For SNMP assets only) Inserts the time (in minutes) set for the “Alert If Network Device is Offline For” setting for SNMP Offline Alerts.
{{asset_snmp_port}}	(For SNMP assets only) Inserts "SNMP Port" from SNMP Details.
{{asset_snmp_version}}	(For SNMP assets only) Inserts "SNMP Version" from SNMP Details.

Business Hours

Tag	Description
{{business_hours}}	Inserts business hours as defined in Admin > Business Hours.
{{business_hours_compact}}	Inserts business hours with abbreviated days of the week (e.g., Mon-Fri: 9:00am-6:30pm, Sat-Sun: Closed).
{{business_hours_full}}	Inserts business hours for all days of the week, including weekends. Will notate if Closed.

Comments

Tag	Description
{{initial_comment_body}}	Inserts the first "System" or "Initial Issue" comment from the related ticket.
{{initial_comment_date}}	Inserts the related date of a given initial comment (e.g., Sun 08-25-24 08:44 AM).
{{initial_comment_tech}}	Inserts a tech name if a tech makes the initial comment (i.e. if the initial comment is not a Private or System note).

Customers

Tag	Description
{{customer_business_name}}	Inserts the Customer's Business Name.
{{customer_business_name_and_full_name}}	Inserts the Customer's Business Name AND the First Name AND Last Name associated with the Customer.
{{customer_business_name_or_customer_full_name}}	Inserts the Customer's Business Name if not null. If null, inserts the First Name AND Last Name associated with the Customer instead.
{{customer_full_name}}	Inserts the Customer's full name (First Name and Last Name).
{{customer_first_name}}	Inserts the Customer's first name.
{{customer_full_address}}	Inserts the complete address for the Customer (Line 1, Line 2, City, State, and Zip).
{{customer_address}}	Inserts Line 1 of the Customer's street address.
{{customer_address_2}}	Inserts Line 2 of the Customer's street address.
{{customer_city}}	Inserts the city of the Customer.
{{customer_state}}	Inserts the state of the Customer.
{{customer_zip}}	Inserts the zip code of the Customer.
{{customer_billing_name}}	Inserts the Name of the Customer's Billing address.
{{customer_billing_address}}	Inserts Line 1 of the Customer's Billing street address.
{{customer_billing_address2}}	Inserts Line 2 of the Customer's Billing street address.
{{customer_billing_city}}	Inserts the city of the Customer's Billing address.
{{customer_billing_state}}	Inserts the state of the Customer's Billing address.
{{customer_billing_zip}}	Inserts the zip code of the Customer's Billing address.
{{customer_phone}}	Inserts the Customer's phone number.
{{customer_mobile}}	Inserts the Customer's mobile number.
{{customer_email}}	Inserts the Customer's email.
{{customer_prepay_hours}}	Inserts the balance of any Prepay Hours (Block Hours) the Customer has.
{{customer_credit}}	Inserts the customer credit balance without unsettled payments.
{{customer_unapplied_credits}}	Inserts the customer's remaining credit balance after payments are made on the given Invoice.
{{customer_open_balance}}	Inserts any open/outstanding balance specific to the Invoice.
{{customer_custom_field_XXXXXX}}	Inserts a value corresponding to the value in the given custom field. Note: All custom_field tags have the name of the custom field appended to the end of the tag to make them unique, for example: "customer_custom_field_preferred".
{{customer_name_label}}	Inserts the shortest possible yet meaningful Contact/Business/Customer Name for use in the tight space of a label.
{{customer_shipping_name}}	Inserts the Name of the Customer's Shipping address.
{{customer_shipping_address}}	Inserts Line 1 of the Customer's Shipping street address.
{{customer_shipping_address2}}	Inserts Line 2 of the Customer's Shipping street address.
{{customer_shipping_city}}	Inserts the city of the Customer's Shipping address.
{{customer_shipping_state}}	Inserts the state of the Customer's Shipping address.
{{customer_shipping_zip}}	Inserts the zip code of the Customer's Shipping address.

Invoices

Tag	Description
{{invoice_account_summary_lines}}	Inserts Balance Forward, New Charges, Total Amount Due from from Invoices.
{{invoice_balance_due}}	Inserts the Balance Due from the related invoice.
{{invoice_cc_emails}}	Inserts the CC'd email from the related invoice.
{{invoice_check_number}}	Inserts the Check Number from the related invoice, if paid by check.
{{invoice_date}}	Inserts the invoice creation date.
{{invoice_date_paid}}	Inserts the date the invoice was paid (e.g., 11-25-2024).
{{invoice_disclaimer_template}}	Inserts the Invoice Disclaimer template, which you can find in a subtab of the same name in the Invoices PDF Templates section. See Customize PDF Templates for more information.
{{invoice_due_date}}	Inserts the invoice due date.
{{invoice_id}}	Inserts the invoice ID.
{{invoice_line_items}}	Inserts line items that have been added to an invoice in their standard formatting (i.e., with the headers: Item, Details, Qty, Unit Price, Net Amount. Below each header the relevant values display). Also includes GST/PST tax rates for Canada.
{{invoice_line_items_qty_only}}	Inserts the quantity of line items that have been added to an invoice (unit and net prices are excluded).
{{invoice_line_items_table}}	Similar to {{invoice_line_items}}, but with different, tighter formatting.
{{invoice_message}}	Inserts what was entered in the "Invoice Message" within the Line Items section of an invoice.
{{invoice_misc_credits}}	Inserts any customer credits that were used in the payment of a given invoice.
{{invoice_name}}	Inserts the name of an invoice (located in the Invoice Details section of a given invoice).
{{invoice_number}}	Inserts the invoice number.
{{invoice_paid}}	Inserts “True” or “False” depending on whether the invoice has been paid.
{{invoice_paid_stamp}}	Inserts an image reading “PAID.” (This is not available in the default template.)
{{invoice_payment_method}}	Inserts the method used to pay the invoice (e.g., Credit, Check, Store Credit, etc.).
{{invoice_payment_term}}	Inserts the configured Payment Term (e.g., 15 Days).
{{invoice_payments_amount}}	Inserts the amount paid on the invoice.
{{invoice_po_number}}	Inserts the PO number (located in the Invoice Details section of a given invoice).
{{invoice_subtotal}}	Inserts the subtotal of the invoice, which does NOT include calculated tax, payments, or credits.
{{invoice_tax}}	Inserts the calculated tax for the invoice.
{{invoice_total}}	Inserts the invoice total, which includes calculated tax.
{{invoice_user_name}}	Inserts the name of the user who created the invoice. For recurring invoices, this will read “Auto Scheduled.”
{{invoice_warranties_table}}	Inserts the warranty data as a table (i.e., Name of warranty, Expiration date (e.g., as 12-09-2025).

Line Items

Tag	Description
{{line_item_rows}}	Inserts line items related to the invoice as a table.
{{line_item_rows_no_padding}}	Inserts related line items as text with less whitespace.
{{line_items_with_tax}}	Inserts the line item with the tax amount included.

Payments

Tag	Description
{{pay_with_credit_card}}	Inserts the Pay Online link.
{{pay_with_paypal}}	Inserts the PayPal link.

RMM

Tag	Description
{{rmm_alert_description}}	Displays the alert's Check Type.
{{rmm_alert_formatted_output}}	Displays the alert's Failure Description/Body.

Signatures

Tag	Description
{{signature_date}}	Inserts the date of the signature captured from a given Invoice.
{{signature_img}}	Inserts an image of the captured signature from a given Invoice.
{{signature_line}}	Inserts the signature line from a given Invoice.
{{outtake_signature_line}}	Inserts the signature from the Outtake Form.

Techs

Tag	Description
{{tech_bio}}	Inserts the bio entered in the tech's profile, respecting formatting.
{{tech_name}}	Inserts the assigned tech's name.
{{tech_photo_url}}	Inserts the URL to the tech's photo.

Tickets

Tag	Description
{{disclaimer}}	Inserts the Ticket Receipt Disclaimer.
{{ticket_barcode_string}}	Inserts the related barcode strong (not an image).
{{ticket_creator_name}}	If the creator is Syncro, this is blank. Otherwise inserts the Tech/User name.
{{ticket_custom_fields_XXXXXX}}	Inserts a value corresponding to the value in the given custom field. Note: All custom_field tags have the name of the custom field appended to the end of the tag to make them unique, for example: “ticket_custom_field_Malwarebytes_LicenseKey”.
{{ticket_date}}	Inserts the date the Ticket was created.
{{ticket_disclaimer_template}}	Inserts the disclaimer configured in the Ticket templates.
{{ticket_due_date}}	Inserts the date the Ticket is due.
{{ticket_images_rendered}}	Inserts images from the “Attachments” section of the Ticket into the Ticket's PDF.

Miscellaneous

Tag	Description
{{gray_social_links}}	Inserts gray social media icons that link to the addresses set under “Update Social Settings” on the Mailer.
{{intake_form_terms}}	Inserts the Intake Form Disclaimer into an Intake Form Template.
{{outtake_form_terms}}	Inserts the text from the Outtake Form Template (assuming the Outtake Form was completed).
{{logo_100}}	Inserts the Logo specified in the Branding section of your Syncro Account Profile Settings.
{{logo_url}}	Inserts the URL for the logo specified in the Branding section of your Syncro Account Profile Settings.
{{opt_out}}	Inserts an Unsubscribe link.
{{opt_out_url}}	Inserts a URL to Unsubscribe.
{{problem_type}}	Inserts the Issue Type specified for the Ticket (e.g., Remote Support, Contract Work, etc.). See also: Ticket Settings Reference.
{{reply_above_line}}	Inserts "-----REPLY ABOVE THIS LINE TO SEND A RESPONSE----"
{{syncro_installer_url}}	Inserts the URL of the Syncro Agent installer.
{{tax_label}}	Inserts the text: “Tax” into the template, even if the given invoice has no tax.