Template Types
Create templates for all your documents:
- Estimates: Professional quote templates
- Invoices: Branded billing documents
- Work Orders: Field service instructions
- Proposals: Detailed service proposals
- Service Agreements: Maintenance contracts
- Receipts: Payment confirmations
- Reports: Custom report formats
Creating Templates
Build custom templates with drag-and-drop:
- Start with pre-built templates or blank canvas
- Add text blocks, images, tables, and sections
- Insert merge tags for dynamic data
- Adjust layouts and spacing
- Preview templates before saving
- Create multiple versions for different scenarios
Merge Tags
Insert dynamic data into your templates:
- Client Data: Name, address, phone, email
- Company Info: Business name, logo, contact details
- Project Details: Service type, location, description
- Financial: Totals, taxes, discounts, payment terms
- Dates: Service date, created date, due date
- Team: Assigned technician, manager, salesperson
Branding & Design
Make every document represent your brand:
- Upload your company logo
- Set brand colors and fonts
- Add header and footer content
- Include social media links
- Add disclaimers and legal text
- Customize for different service types