What's this for?
It is a good idea to give your customer a professional booking form when booking work into your workshop.
A Booking form communicates all the information about the job to your customer and is an excellent way to reduce errors and miss-communications.
With Tudodesk, you can create a Booking form template, and we automatically insert all of the relevant information you choose into the template when it is shared.
A good booking form should include:
Your companies contact details, logo and legal title
The customer's contact details
Shipping information
JOB Number
Booking date
Expected date of delivery of your service
Customer or product reference or serial number
PO number (customers)
Title of the job or service
Summary, instructions on what the customer wants
List of items you will supply
List of items or parts the customer is leaving with you
Costs associated with the service
Terms
Customer signature box
Photos or any item or parts left by the customer.
You can use custom job templates for sharing information with your team in your workshop using the Job Display system, as a PDF attachment to a customer, or for printing.
What you should know
You can create a Booking form using a custom template and our template editor in back-office. Custom templates can be used for printing, assigned to a job or board, downloaded or shared with the customer via email as a PDF.
Steps
Go-to the settings area in Backoffice.
Click Templates from the side navigation list.
Click +New template.
Select Job.
Locate the Template properties section in the left side. Here you will see all of the settings that will help you create a booking form which looks and shares the information you need.
Enter a friendly name in the Name input box Booking form.
Edit the properties to adjust your template settings and layout.
Click Save.
How to turn on what information is shown and hidden on the form
Locate the properties panel on the left side of the editor.
As you scroll down through the settings, you will see options to SHOW and HIDE elements in the template: Customer name, email phone, job title, ref etc.
Click Save when done. Your changes will automatically update in the preview pane.
How to turn to customize property and label names
Locate the properties panel on the left side of the editor.
As you scroll down, you will see options to rename the property labels to suit your language or use case.
Click Save when done. Your changes will automatically update in the preview pane.
How to share attachments in your booking form
Locate the properties panel on the left side of the editor.
Locate the Attachment setting. Choose if attachments are shown inline on page 1 (thumbnails) or on a second page or one attachment per page.
Click Save when done. Your changes will automatically update in the preview pane.
How to collect a customers signature on your booking form
You can collect the customers signature on screen using a tablet or touch device. After they sign you can email a copy, or download a signed PDF of your document using anyone of your custom templates.
Open the job to be signed in back office.
Scroll down to the terms section.
Click the Sign box.
Ask the customer to sign on screen
Download a copy of the signed document either to your project drive or local computer. This will keep a historical copy of the signed PDF and terms, if you choose the project folder option a copy will be stored in the customers file for future reference.
You can select which template is used before you download a copy.
To print a copy, close the signature panel and use the normal Print options.
Tutorials