Set-up
Tudodesk Back-office
Mac or PC
What's this for?
This tutorial will help you create a custom form for creating new documents.
This is great for:
Creating a customized process for checking in new work
Creating a POS-style check-in for repairs
Creating estimates or invoices.
What you need to know
The new custom form option helps you make a personalized form, so your users get a multi-step seamless process to create new documents. After the document is created, they can continue to edit and add more information.
You can create multiple forms, for any board
Custom forms are created on the Quick launch menu - This is found in the top of the side menu bar (+)
Before you get started
Before you set-up a custom form make sure you have set-up the properties and custom fields within your board set-up. You can learn more about this, see the article below:
How to create custom form for booking new work
Login to the back-office
Click the Quick-launch + icon at the top of the left-side menu bar.
Click Edit
Click 'Add-short-cut'
Enter a name for this short-cut 'Book job.'
Select the job board where this shot cut will create a new document.
Click the Upgrade option (checkbox)
Enter any instructions for your form (you can come back to this later). For example: 'Fill in the form, and take photos of any items or paperwork.'
Under the Form properties option, select the information you want to collect from this form. Remember, your users can edit/add more information later.
Select the Parts, services, and charges option if you want your users to enter prices, services, or items.
Select the Upload photos option if you want your users to capture photo uploads.
Select the Capture agreement signature if you want customers to sign on a tablet with their finger.
Select List mode in the mode drop-down
Click Save.
Adding parts or services when documents are created
When new documents are created, such as when new work is booked, your users can capture pricing or list items or services.
Mode
The pricing panel can be switched (toggled) between two modes
List mode (standard list view)
Price keys (touch)
Price keys
When creating new documents or checking in new work, you may have a pre-set list of essential services. You can set up pre-programmed keys to make adding these services faster. This speeds up the process by saving time on typing or searching.
The price keys mode lets you quickly add 15 pre-set keys for services or items.
Select the Price keys option
Enter a service or product code
Enter the name of the service or product
Enter the gross price of the service or product
Using macros for updating status and printing
You can access any macros set up under the draft status on the completion screen. This is useful for moving the document to the next status or accessing Printnode for automating PDF or Label printing.
For example, when you book a job, you may want to print a PDF copy and mark the job as queued; a macro will help you accomplish that, without having to leave the check-in flow.
Learn how to add macros: