Set-up
Tudodesk back-office
Mac or PC
Job Display System (JDS)
What's this for?
Custom templates help you to set-up the documents you share with your customers and team. You can use templates for sharing information with team in your workshop using the Job Display system, as a PDF attachment to a customer, or when printing from Print Node.
Examples of the types of document you can create:
JOB SHEETS
WORKSHEETS OR ORDERS
JOB TRAVELLERS
JOB PRODUCTION SHEETS
BOOKING CONFIRMATIONS
REPAIR SHEETS
PACKING SHEETS
CUSTOMER FACING COPIES AND AGREEMENTS
QUALITY CONTROL SHEETS
INTERNAL BUILD SHEETS
INVOICES
QUOTES AND ESTIMATES
SHIPPING NOTES
What you should know
You can create custom templates for sharing with customers, printing, or JDS (Job display system) in the template editor.
You can create a macro button to print a particular document using a macro and a custom template.
You can specify which template is used by JDS to display paperless JOB TRAVELLERS
You can share customer copies of documents such as Invoices or JOB BOOKINGS using the PDF attachment feature in automated events.
You need to set-up PrintNode to automate your printing with templates and macros.
Common scenarios
Ideal when a workshop needs to display internal job information to its team and perhaps different information or terms and a signature box to the customer when they drop-off the job.
Tutorials