Tailor the descriptions of your services to the project being delivered
ScopeStack supports the ability to merge certain project-level information into the Service Description and Language Field content of standard Professional and Managed Services as configured in Settings. For example, you could include the quantity of the service in the Service Description to produce a description like:
"ScopeStack will install 3 Routers at Acme, Inc."
The "merge fields" for standard Service Descriptions and Language fields works very similarly to the Tag Template document template formats introduced in 2025. To include the project-level merge field data, place the name of the merge field in double-curly braces in the Service Description or Language field like "{ {quantity} }". For example, to produce the sample Service Description above, the Service Description in Settings > Content > Professional Services would contain
The following project-level content is available to be merged into the Service Description and Language fields of Services and Subservices:
- client_name: name of the client on the project
- business_unit_name: name of the business unit delivering the project
- service_name: name of the service (primarily used with subservices)
- quantity: the quantity of the service or subservice as configured on the project
- extended_hours: the extended hours of the service or subservice as configured on the project
- service_location_name: the name of the service location for as configured for the service
- services_location_address: street address, if any, configured for the service location of the service
- service_location_remote?: true if the service location for the service has the "Remote" checkbox checked