Document templates

Nine of the thirteen templates are printed documents, and all nine use the same editor — a layout dropdown, a live preview, and panels for each part of the page.

What differs is the panels each one offers, because the documents are asking different questions.

Invoice template

Settings → Templates → Invoice Template.

Settings → Templates → Invoice Template

The most heavily configured of the nine. Its panels cover Logo Details, Company Details, Invoice Details, Basic Information, List Details (the item table), Amount Details (subtotal, tax, total, paid, remaining), Bank Details, Signature, T & C, Job Custom Fields and Attachment.

Amount Details is the one to look at first — whether the document shows tax broken into components, and whether it shows what has been paid and what is still outstanding. See invoice payments.

Job card template

Settings → Templates → Job Card Template.

Settings → Templates → Job Card Template

The job card is the record of the visit that the customer keeps — what was done, by whom, what was used, and their signature. Its layout is affected by the width you gave each field on the job completion form.

Two settings elsewhere decide when it is sent: Send Job Card PDF automatically after E-signature is submitted, and Auto select job card template on the basis of equipment, both in work settings.

The rest

Template	The document	Where it comes from
Quotation	The quote you send for approval.	Sending a quote
Contract	The agreement, with duration, billing terms, scope of work and signature blocks.	Contract document and e-sign
PO	The purchase order sent to a supplier.	Creating a purchase order
Warranty Claim	The claim raised against a supplier or manufacturer.	Creating a warranty claim
Job Sheet	The sheet an engineer works from, with the client’s details and the work to do.	How jobs work
Payment Receipt	Confirmation that a payment was received.	Invoice payments
Credit Note	Money credited back against an invoice.	Invoice actions

Worth doing once, properly

These nine documents are most of your written contact with a customer, and they are all produced from the same company details, the same logo and the same theme colour. Setting the invoice up carefully and then matching the others to it takes an afternoon and is visible on every job afterwards.

The parts worth checking on each: that the logo renders at the size you expect, that the company address and tax registration numbers are right, and that the terms and conditions block says what your business actually requires.