Skip to main content

Merge Tags within Templates

Learn how to use merge tags to save time and add dynamic information to your reports.

James avatar
Written by James
Updated this week

What are Merge Tags?

Merge tags are placeholders you can add to templates to automatically pull in relevant information—like the name of the clerk, client, or property details—when the template is applied to an inspection.

For example, writing {clerk.name} in a template will automatically insert the name of the assigned clerk into the report. No more typing names manually—just let the system do the work!

❗Important: Merge tags only work when used inside a template that is then applied to an inspection. Adding tags directly into an inspection won't populate them.

How to Use Merge Tags

Template text:

Inspected by: {clerk.name} on {inspection.conductdate.full}

In the final report:

Inspected by: Jane Smith on Thursday 24th December 2020 @ 12:30

  1. Go to Settings > Templates. Create a new template or edit an existing one.

  2. In the body of your template, type your merge tags exactly as shown below.

  3. Once saved, apply the template to any inspection. The tags will auto-fill in the report editor and final report based on the inspection details.

4. When you view and start the inspection, the tags will fill in with the relevant information as shown in the report editor below.

5And in the final report.

Full List of Merge Tags

Here's a quick reference table for the available merge tags:

Inspections

Description

Merge Tag

Example

Inspection Type

{inspection.type}

Report Title

{inspection.title}

Inspection Reference

{inspection.ref}

Template Name

{inspection.template}

Created Date

{inspection.createdate}

Conduct Date (Full)

{inspection.conductdate.full}

Thursday 24th December 2025 @ 12:30

Conduct Date (Short)

{inspection.conductdate.short}

24/12/25

Conduct Day

{inspection.conductdate.day}

Thursday 24th December 2025

Time of Inspection

{inspection.conductdate.time}

12:30

Conduct Date (Date Only)

{inspection.conductdate.date}

24th December 2025

Duration

{inspection.duration}

Clerk Arrival Time

{inspection.clerkarrivaltime}

Location of Keys

{inspection.locationofkeys}

Key Return Instructions

{inspection.keyreturninstructions}

Properties

Description

Merge Tag

Full Address

{property.fulladdress}

Address Line 1

{property.address1}

Address Line 2

{property.address2}

City

{property.city}

County

{property.county}

Postcode

{property.postcode}

Country

{property.country}

Property Reference

{property.ref}

Type

{property.type}

Detachment

{property.detachment}

Furnishing

{property.furnishing}

Number of Bedrooms

{property.beds}

Number of Bathrooms

{property.baths}

Additional Areas

{property.additionalareas}

Property Fields

{property.fields.*}

UPRN

{property.uprn}

Clerks

Description

Merge Tag

Name

{clerk.name}

Telephone

{clerk.tel}

Email

{clerk.email}

Company Address

{clerk.companyaddress}

Address Line 1

{clerk.address1}

Address Line 2

{clerk.address2}

City

{clerk.city}

County

{clerk.county}

Postcode

{clerk.postcode}

Country

{clerk.country}

Clients

Description

Merge Tag

Name

{client.name}

Company Name

{client.companyname}

Telephone

{client.tel}

Email

{client.email}

Website

{client.website}

Address Line 1

{client.address1}

Address Line 2

{client.address2}

City

{client.city}

County

{client.county}

Postcode

{client.postcode}

Country

{client.country}

Company Address

{client.companyaddress}

Tenants

Description

Merge Tag

First Tenant Name

{tenant.name}

List of All Tenants

{tenant.list}

Owners & Landlords

Description

Merge Tag

Landlord Name

{landlord.name}

Owner Name

{owner.name}

Owner Company Name

{owner.companyname}

Owner Telephone

{owner.tel}

Owner Email

{owner.email}

Owner Website

{owner.website}

Address Line 1

{owner.address1}

Address Line 2

{owner.address2}

City

{owner.city}

County

{owner.county}

Postcode

{owner.postcode}

Country

{owner.country}

Company Address

{owner.companyaddress}

Related Articles
Customising Section / Room Fields
Add Unique Property Reference Number (UPRN) to Properties
Copy/Merge Current Report Information into a New Report
Integrating InventoryBase with OpenAI
Managing your Team
Did this answer your question?