Overview
While Tudodesk has a handful of fields you can customize and enter information into you may have some of your own that you'd like to fill out. In addition, custom properties help you track information specific to your workshop business.
You can use custom properties with the following documents in Tudodesk:
Jobs
Deals (Estimates or Quotes)
Invoices
Packing sheets
Work orders
Setting up custom properties through the board set-up area
Goto the board view
Click Show menu
Click Board set-up
Click the Properties tab
Scroll down to the Custom properties panel
Click Add property
Enter a name for your field
Select the type of field: Options are: Text, number, select list, true or false and date.
Enter any default value
Click Save custom field
Field types
Text field
Number field
Money field
Select list (Allows you to enter a comma-separated list)
True or false
Date
Image/file
Signature capture
Agent
Showing custom fields on printed and PDF copies
You can share your custom fields in your printed and PDF copies of your documents.
Goto Settings
Click Document templates
Select an existing template or create a new template
Make sure the template version is 19 or greater
In the left side-panel locate the Custom properties settings
Select either Inline or Page
Under Custom prop label enter your desired label title
Click Save
Using custom properties
Custom properties will appear on your documents, just below the summary area. You can edit custom fields using the edit pencil or while in edit mode.
If you edit or remove a custom field under the board settings, that data is not removed from any documents that historically had that data entered.