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Client billingAvailable variables in email templates

Available variables in email templates

Quote and invoice email templates support variables in {{ Name }} format that are automatically replaced with the right values at send time. This page lists the observed variables and how they resolve.

How to insert a variable

  button opened in the editor toolbar with the variables list

In the editor (Business Configuration > Quote & Invoice), place the cursor at the desired location and use the { } button in the toolbar to open the list of variables. Select the one you need — Lumos inserts it as a colored chip.

You can also type {{ Name }} directly if you know the exact name, but the button guarantees that you use valid names.

Common variables

VariableSourceResolved example
{{ Company Name }}Business name (My Profile > Business)SupaDupa Inspection
{{ Inspector Name }}Inspector first + last name (My Profile > Personal)Sébastien Malherbe
{{ Property Address }}Project property address1413 Rue François-P.Bruneau, Saint-Bruno-de-Montarville, QC J3V 6K4
{{ Inspection Date }}Planned inspection dateMay 7, 2026
{{ Inspection Time }}Planned inspection time08:59
{{ Total Price }}Quote or invoice total taxes included$689.85
{{ Norm Name }}Standard applied by the template usedBNQ 3009-500
{{ BNQ Norm Link }}Direct link to the BNQ standard(clickable URL)
{{ Report Delay (days) }}Report delivery delay (Business Configuration > Service Agreements)5

Other variables may be available depending on your Lumos version. Check the { } button in the editor for the current list.

When a variable has no value

If a variable is used in the template but the corresponding data has not been entered (for example {{ Inspection Time }} when the time has not been specified), Lumos may produce an empty string at send, which can yield malformed text like “on, please find attached…”.

Best practices:

  • Enter all essential information about the inspection before sending (date, time, total).
  • Re-read the email preview at Step 2 before clicking Send.
  • Adjust the text if a variable produces an unexpected result.

Variables and language

The template is defined per language (French or English via the tabs at the top). Variables that produce text (for example the standard’s name) reflect the template’s language if the data is translated. For factual values (address, amounts, dates), Lumos uses the format appropriate to the language.

See also

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