Email Template - Prime Contract Invoice - To Client

Default Template

Bookmark Formatting

All bookmarks and fields within a table must be enclosed with squiggly brackets {} as shown in the example below.

• Bookmark Name: ProjectNumber
• Bookmark in HTML Template: {ProjectNumber}

Bookmarks - General Project Information

• ProjectNumber
• ProjectTitle
• ProjectDescription
• ProjectAddress1
• ProjectAddress2
• ProjectCity
• ProjectState
• ProjectZipCode
• ProjectCountry
• ProjectPhone
• ProjectFax

Bookmarks - Project Bid Date, Plan Room Info, Estimated Dates, and Stakeholders

• ProjectOwnerBidDate
• ProjectOwnerBidTime
• ProjectPlanRoomInfo
• ProjectStartDate
• ProjectFinishDate
• ProjectSalesPerson
• ProjectSalesPersonMobilePhone
• ProjectSalesPersonEmailAddress
• ProjectSalesPersonTitle
• ProjectBidContact
• ProjectBidContactMobilePhone
• ProjectBidContactEmailAddress
• ProjectBidContactTitle
• ProjectManager
• ProjectManagerMobilePhone
• ProjectManagerEmailAddress
• ProjectManagerTitle

Bookmarks - Prime Contract - Number, Type, Subject, and Scope

• PrimeContractNumber
• PrimeContractType
• PrimeContractWorkSubject
• PrimeContractWorkScope
• PrimeContractInclusions
• PrimeContractExclusions
• PrimeContractClarifications

Bookmarks - Prime Contract - Status and Dates

• PrimeContractIssueDate
• PrimeContractIssueDateSpelled
• PrimeContractStatus
• PrimeContractSignedDate
• PrimeContractSignedDateSpelled
• PrimeContractNTPDate
• PrimeContractEstStartDate
• PrimeContractEstSubstantialCompletion
• PrimeContractEstFinishDate

Bookmarks - Prime Contract - Specific Address

• PrimeContractAddress1
• PrimeContractAddress2
• PrimeContractCity
• PrimeContractState
• PrimeContractZipCode
• PrimeContractCountry
• PrimeContractPhone
• PrimeContractFax

Bookmarks - Prime Contract - Referenced Architect

• ArchitectPrefix
• ArchitectFirstName
• ArchitectMiddleName
• ArchitectLastName
• ArchitectSuffix
• ArchitectContact
• ArchitectTitle
• ArchitectMobilePhone
• ArchitectEmail
• ArchitectCompanyCode
• ArchitectCompany
• ArchitectAddress1
• ArchitectAddress2
• ArchitectCity
• ArchitectState
• ArchitectZipCode
• ArchitectCountry
• ArchitectPhone
• ArchitectPhone2
• ArchitectFax
• ArchitectWebsite
• ArchitectGovTaxID

Bookmarks - Prime Contract - Retainage Percentages, Original Contract Amounts, Damages|Incentives Per Day

• PrimeContractWorkRetainagePercent
• PrimeContractMaterialRetainagePercent
• PrimeContractSubtotal
• PrimeContractSubtotalSpelled
• PrimeContractTaxTotal
• PrimeContractTaxTotalSpelled
• PrimeContractTotal
• PrimeContractTotalSpelled
• PrimeContractGMP
• PrimeContractLiquidDamagesPerDay
• PrimeContractIncentivePerDay

Bookmarks - Prime Invoice - From Company/Contact (Prime Company | Contractor)

• FromPrefix
• FromFirstName
• FromMiddleName
• FromLastName
• FromSuffix
• FromContact
• FromTitle
• FromMobilePhone
• FromEmail
• FromCompanyCode
• FromCompany
• FromAddress1
• FromAddress2
• FromCity
• FromState
• FromZipCode
• FromCountry
• FromPhone
• FromPhone2
• FromFax
• FromWebsite
• FromGovTaxID

Bookmarks - Prime Invoice - To Company/Contact (Owner | Client)

• ToPrefix
• ToFirstName
• ToMiddleName
• ToLastName
• ToSuffix
• ToContact
• ToTitle
• ToMobilePhone
• ToEmail
• ToCompanyCode
• ToCompany
• ToAddress1
• ToAddress2
• ToCity
• ToState
• ToZipCode
• ToCountry
• ToPhone
• ToPhone2
• ToFax
• ToWebsite
• ToGovTaxID

Bookmarks - Prime Invoice - Number, Dates, Terms, Comments

• PrimeInvNumber
• PrimeInvOrderNumber
• PrimeInvDate
• PrimeInvDateSpelled
• PrimeInvPaymentDueDate
• PrimeInvPaymentDueDateSpelled
• PrimeInvTerms
• PrimeInvPrintComments
• PrimeInvInternalComments

Bookmarks - Prime Invoice - Previous and Current Change Orders

Bookmarks below apply to Fixed Lump Sum contracts only.

• PrimeInvPreviousCOSubtotal
• PrimeInvPreviousCOTaxTotal
• PrimeInvPreviousCOTotal
• PrimeInvCurrentCOSubtotal
• PrimeInvCurrentCOTaxTotal
• PrimeInvCurrentCOTotal

Bookmarks - Prime Invoice - Revised Contract Totals

• PrimeInvOriginalContractSubtotal
• PrimeInvOriginalContractTaxTotal
• PrimeInvOriginalContractTotal
• PrimeInvNetChangesSubtotal     (PrimeInvPreviousCOSubtotal + PrimeInvCurrentCOSubtotal)
• PrimeInvNetChangesTaxTotal     (PrimeInvPreviousCOTaxTotal + PrimeInvCurrentCOTaxTotal)
• PrimeInvNetChangesTotal     (PrimeInvPreviousCOTotal + PrimeInvCurrentCOTotal)
• PrimeInvRevisedContractSubtotal
• PrimeInvRevisedContractTaxTotal
• PrimeInvRevisedContractTotal

Bookmarks - Prime Invoice - Gross Values - Previous Work Completed and Stored Materials

Bookmarks listed below do not include Retainage and Taxation.

• PrimeInvPreviousWorkTotal
• PrimeInvPreviousStoredTotal     (Applies to Fixed Lump Sum Contracts Only)
• PrimeInvPreviousTotal
• PrimeInvPreviousBilledScheduleOfValues     (Applies to Fixed Lump Sum Contracts Only)
• PrimeInvPreviousBilledCOs     (Applies to Fixed Lump Sum Contracts Only)

Bookmarks - Prime Invoice - Gross Values - Current Work Completed and Stored Materials

Bookmarks listed below do not include Retainage and Taxation.

• PrimeInvCurrentWorkTotal
• PrimeInvCurrentStoredTotal     (Applies to Fixed Lump Sum Contracts Only)
• PrimeInvCurrentTotal
• PrimeInvCurrentTotalSpelled
• PrimeInvCurrentBilledScheduleOfValues     (Applies to Fixed Lump Sum Contracts Only)
• PrimeInvCurrentBilledCOs     (Applies to Fixed Lump Sum Contracts Only)

Bookmarks - Prime Invoice - Gross Values - Total Work Completed and Stored Materials

Bookmarks listed below do not include Retainage and Taxation.

• PrimeInvWorkTotal
• PrimeInvStoredTotal
• PrimeInvTotal     (PrimeInvWorkTotal + PrimeInvStoredTotal)
• PrimeInvTotalBilledScheduleOfValues
• PrimeInvTotalBilledCOs

Bookmarks - Prime Invoice - Retainage Percentages

• PrimeInvWorkRetainagePercent
• PrimeInvMaterialRetainagePercent     (Applies to Fixed Lump Sum Contracts Only)

Bookmarks - Prime Invoice - Retainage - Previous, Current, and Total

Stored refers to Stored Materials.

• PrimeInvPreviousRetainWorkTotal
• PrimeInvPreviousRetainStoredTotal     (Applies to Fixed Lump Sum Contracts Only)
• PrimeInvPreviousRetainTotal
• PrimeInvCurrentRetainWorkTotal
• PrimeInvCurrentRetainStoredTotal     (Applies to Fixed Lump Sum Contracts Only)
• PrimeInvCurrentRetainTotal
• PrimeInvRetainWorkTotal
• PrimeInvRetainStoredTotal     (Applies to Fixed Lump Sum Contracts Only)
• PrimeInvRetainTotal

Bookmarks - Prime Invoice - Billed Retainage - Previous, Current, and Total

• PrimeInvPreviousBilledRetainWorkTotal
• PrimeInvPreviousBilledRetainStoredTotal     (Applies to Fixed Lump Sum Contracts Only)
• PrimeInvPreviousBilledRetainTotal
• PrimeInvCurrentBilledRetainWorkTotal
• PrimeInvCurrentBilledRetainStoredTotal     (Applies to Fixed Lump Sum Contracts Only)
• PrimeInvCurrentBilledRetainTotal
• PrimeInvBilledRetainWorkTotal
• PrimeInvBilledRetainStoredTotal     (Applies to Fixed Lump Sum Contracts Only)
• PrimeInvBilledRetainTotal

Bookmarks - Prime Invoice - Previous Net Values and Balance To Complete

• PrimeInvPreviousLessRetainSubtotal
• PrimeInvPreviousLessRetainTaxTotal
• PrimeInvPreviousLessRetainTotal
• PrimeInvPreviousBalanceToFinishSubtotal     (includes Retainage)
• PrimeInvPreviousBalanceToFinishTaxTotal
• PrimeInvPreviousBalanceToFinishTotal

Bookmarks - Prime Invoice - Current Net Values and Balance To Complete

• PrimeInvCurrentLessRetainSubtotal
• PrimeInvCurrentLessRetainSubtotalSpelled
• PrimeInvCurrentLessRetainTaxTotal
• PrimeInvCurrentLessRetainTaxTotalSpelled
• PrimeInvCurrentLessRetainTotal
• PrimeInvCurrentLessRetainTotalSpelled

Applicable to Fixed Lump Sum and Cost Plus With GMP invoices only.

• PrimeInvPercentComplete
• PrimeInvBalanceToFinishSOVGrossSubtotal
• PrimeInvBalanceToFinishCOsGrossSubtotal
• PrimeInvBalanceToFinishGrossSubtotal     (PrimeInvRevisedContractSubtotal - PrimeInvTotal)
• PrimeInvBalanceToFinishSubtotal     (PrimeInvRevisedContractSubtotal - (PrimeInvTotal - PrimeInvRetainTotal))
• PrimeInvBalanceToFinishTaxTotal
• PrimeInvBalanceToFinishTotal
• PrimeInvLessRetainSubtotal     (PrimeInvPreviousLessRetainSubtotal + PrimeInvCurrentLessRetainSubtotal)
• PrimeInvLessRetainTaxTotal
• PrimeInvLessRetainTotal