Creating and Customizing a Job Custom Document

Best Suited for:

• Back office admins customizing job presentation and branding
• Back office users responsible for job communications

Important Terms:

PDF: Portable Document Format
Custom Document: is a PDF that can be printed or emailed to customers
Default Template: is used for all jobs unless overridden manually or at the customer level
eSign Documents: are a "Custom Document" that allow customers to sign directly within the "Custom Document PDF"
Tags: Tags within the "Custom Document" are dynamic placeholders that auto-fill with job or company-specific data

Strategic Workflow:

• Enhances professionalism and consistency in customer-facing documents
• Allows for tailored layouts, branding, and data presentation

Process Description:

1. Navigate to the My Office > Custom Documents section
2. Create a new job custom document template
3. Insert the standard job template and customize it
4. Add tags and formatting
5. Save and preview the document

Creating a New Job Custom Document Template:

1. Go to My Office > Custom Documents
2. Select Jobs
3. Click + New
4. Type in a Template Name
5. Set the following options to Yes as needed:
   • Set as Default
   • eSign Document (if enabled)
   • Active
6. Click Insert Template

7. Select Standard Job Template

8. Click OK

This template includes a basic layout you can customize further.

Customizing the Job Custom Document Template:

• Add or delete rows
• Change colors and text
• Insert tables, images, or links
• Right-click to access formatting options like:
  • Insert Row/Column
  • Delete Table
  • Cell Properties
  • Table Properties (e.g., width, padding, alignment)

Adding Tags:

• Use the Search Tags panel, on the right-hand side
• Place your cursor within the document, where you want to insert the tag and double-click the tag and it will place the tag into the template
• You can also click and drag the tag into the template

Tags auto-populate with data from the job, company profile or employee profile.

Adjusting Rate Table Settings (Optional):

"Choose what to display"

• Product/Service Picture
• Line Item Name
• Description
• Quantity
• Rates
• Line Item Total
• Tax %
• Line Item Total w/Tax
• Show Taxes

"Customize Tags Style"

• Border Style
• Header Colors
• Text Size
• Column Widths

Finalizing the Document:

• Click + Add Page to insert additional pages if needed
• Adjust "Page Setup":
  • Margins
  • Layout
  • Page Numbers

Click Save Template

Click Preview to review the final layout

Additional Resources:

Creating a Copy of a Custom Document

Creating an Estimate Custom Document

Creating an Invoice Custom Document

Creating an Invoice Custom Document with Job Tags

Creating an eSign Document