Building professional summaries, processes and specifications for your work orders, estimates, invoices, and jobs takes time and repetitive typing.
More often than not, the work you see is varied, specialist — and custom. A saved template won't help, so what is the Solution?
The summary builder
The summary builder helps you set up checkable options, statements, specifications, or processes. These options are later inserted into your documents to meet your custom requirements.
The summary builder reduces
Reduces typing and mistakes
Improves accuracy and clarity
Provides a more uniform document summaries
You can set up summary builders on any board and for both the Summary and info box input fields.
Some excellent use cases are:
Logging condition reports of customers' items at check-in
Gathering and qualifying lead information
Scripting estimates & invoice summaries
Creating job specifications, processes and tasks
Logging quality checks
Specifying shipping options on packing sheets