Set-up
Tudodesk Back-office
Mac or PC
🚀 We recently upgraded this feature: Check out the release article here
What's this for?
When you have similar work orders or regular estimates, you can use saved templates to populate new quotes or jobs with predefined summaries, costs, items and attachments.
Using saved templates helps ensure consistent structure and cost elements and saves you time and effort. In addition, you can have as many templates as you like. For example, you can create templates for Work orders, Estimates and Invoices and more.
What you need to know
Saved templates can be used for any document.
They are not customer specific
You can add pricing and parts
You can attachments.
They can be filtered by product group.
How to create a re-usable template
Goto the job templates section under the settings menu.
Click New template select the document type from menu.
If required select a product group from the drop down select.
Fill in the template requirements, pricing and attachments.
Click Save.
How to reuse a saved template
Create a new document or open an existing document.
Click Edit in the top menu bar.
Scroll down to the document details section.
Click the Templates button.
Select the template from the displayed list or use search to refine.
Confirm the action to overwrite the document with the saved template.
How to use a template in a custom check-in form
Click the template button on the custom check in form to access the templates.
Using custom templates with Serialized parts or items
When you activate the Serialized Item Module, you gain the ability to categorize and group the parts or items you service. This feature is particularly valuable in businesses like watch repair, music instrument repair, or similar fields, where different repairs are associated with specific types of items or instruments.
By aligning your custom templates with these instrument types, the system becomes more intuitive. When you scan a serial number for an item, the template menu will automatically narrow down the available options to only those templates that are relevant to the type of instrument you're working on. This streamlines your workflow, ensuring that you have access to the right templates for the job, enhancing efficiency and accuracy in your operations.
What information gets saved in a template?
Title
Summary
Info
Notes (document)
Money list
Inventory list
Reason code
Ref
Customer properties
Attachments