Documents in SingleOps default to a specific Template for Proposals, Work Order, Invoices, etc. However, many of these are configurable and can be adjusted to suit your business's needs.
How To Edit Document Templates
To access and edit your Document Templates in SingleOps you will go to Admin -> Document Templates, as shown below.
From here you will see a list of all your available documents. In order to edit a document click on the Edit button next to the document you are interested in.
For the examples in this article I'll be using the Proposal Template but the options are generally universal for each of the document types
Important Tip: As you make changes to your document, you can Preview the changes by selecting Preview and then select a visit or one-off Job. You do not have to save the changes to see them reflected in the Preview. Hitting the green refresh button will update the preview with your latest selections.
General Style: This section allows you to set the colors of the column headers in your proposal. The full color palette is available here by clicking the More button, indicated below.
Header Section: This section allows you to make changes to the Header portion of your Document. Below, the first screenshot shows the setting options in the Header Section; the numbers noted to the left of each setting correspond to its placement in the Document itself, as shown in the Document Preview in the second screenshot below.
Above Item: This section allows you to make changes to the items that appear beneath the header but above the Item List.
Item List Section: This section has several options that allow you to format how line items on jobs/visits show up on your document.
Additional Items: This section allows you to add Notes and Tags from the job/visit to your document.
Total Section: This section controls the how Line Item totals display on your document. You can also make changes to the terms message and which items are included in the Total Section of your document here.
Additional Info: This section contains options to include (or change) the Sales Rep, Assignee and Contacts sections of the document. It also allows you to hide or change image sizes for Job Photos, Line Item Photos and Map Markers.
Footer: The footer includes information which will display at the bottom of the document. If you would like to replace the footer image with a standard file on all documents, refer to Account Settings, Company Tab and upload a file to the setting "Attach Document Footer Images" for this change. Otherwise, make footer adjustments specific to each template in this section.
Tips and Best Practices
- Job Level Proposals and Invoices will be used for Recurring and On-Demand Jobs. One-Off Jobs use the regular Proposal and Invoice templates.
- If you are using Custom Documents please contact SingleOps Support for assistance in making changes to your documents.