More customization has been added for your customer. You can add multiple custom fields and persist values in those fields. This vales can be accessed from Regular Job page, Customer Page, Property Management new job page, Project Management new job page, Invoice, Estimation and Print Ticket. There are few other small changes made that was requested by you all.
Setup Custom Fields for Customer
Go to Configuration-> Customer -> Custom Field
You can add new custom fields in here. Add the Label Name – meaning what is the name of your custom field. Be default it is Text type. We support ONLY text type field currently. Then click save. This will add the Custom Fields in your account and make it available from everywhere.
Add Values to Custom Fields
From Customer Page
Go to Customer->Customer and pick a customer to edit. You can add the values for the custom fields you created in the setup.
From Job Page
Go to Add New Job or Edit an existing job. You can add the values for the custom fields you created in the setup.
Invoice Settings
Go to Configuration->Invoice Settings -> Invoice Template. You can find the custom fields available in the legend. You can use these dynamic fields in your invoice now. Just copy the legend and paste it in the invoice where you want.
Estimation Settings
Go to Configuration->Estimation Settings -> Estimation Template. You can find the custom fields available in the legend. You can use these dynamic fields in your estimation now. Just copy the legend and paste it in the invoice where you want.
Print Ticket Template
Go To Configuration->Job Settings->Print Ticket Template. You can find the custom fields available in the legend. You can use these dynamic fields in your ticket now. Just copy the legend and paste it in the invoice where you want.
Invoice Button at the bottom of Job page
You will now have Invoice button to print in your invoice at the bottom of new job or edit job page. Clicking this will open up the invoice of the job.
Template for Print Ticket
The print ticket now has a template, so that you can organize the ticket any way you want.
Go To Configuration->Job Settings->Print Ticket Template.
The default template is already loaded for you. Here is the code for yor template. You can modify the template by clicking on Source and editing it. It may require some knowledge of HTML, but to change some text , you can just search and replace.
<div style="font-family: Arial, Helvetica, sans-serif;">
<header>
<h3 style="text-align:center;margin-bottom:0px;">
{CompanyName}<span style="font-weight:100;color:#5a5a5a;"><label>(Ticket# </label>{TicketNumber})</span></h3>
<p style="text-align:center;color:#5a5a5a;margin:0;">
{CompanyAddress},{CompanyCityName},{CompanyStateName} {CompanyZip} <label> {CompanyPhone} </label> <label> {CompanyEmail} </label></p>
</header>
<div>
<div style="width:50%;display:inline-block;vertical-align:top;">
<div style="border: 1px solid #333333;margin-top: 10px;padding: 0 5px;min-height: 165px;">
<div>
<h4 style="margin-top:6px;margin-bottom:0;padding-bottom:2px;">
<span style="padding-bottom:2px;border-bottom:1px solid #333;">Work Site</span></h4>
<p style="color: #000;margin: 2px 0;font-size: 14px;">
Customer Name:<span style="color: #5a5a5a;">{CustomerName}</span></p>
<p style="color: #000;margin: 2px 0;font-size: 14px;">
Address:<span style="color: #5a5a5a;"> {Address},{CustomerCityName},{CustomerStateName} {CustomerZip} </span></p>
</div>
<div>
<h4 style="margin-top:6px;margin-bottom:0;padding-bottom:2px;">
<span style="padding-bottom:2px;border-bottom:1px solid #333;">Contact Info</span></h4>
<p style="color: #000;margin: 2px 0;font-size: 14px;">
Phone:<span style="color: #5a5a5a;">{CustomerPhone} </span></p>
<p style="color: #000;margin: 2px 0;font-size: 14px;">
Phone1:<span style="color: #5a5a5a;">{CustomerPhone1} </span></p>
<p style="color: #000;margin: 2px 0;font-size: 14px;">
Email:<span style="color: #5a5a5a;">{ContactEmail}</span></p>
</div>
{CustomerNote}</div>
</div>
<div style="width:49%;display:inline-block;vertical-align:top;">
<div style="border: 1px solid #333333;margin-top: 10px;padding: 0 5px;min-height:79px">
<div>
<p style="color: #000;margin: 2px 0;font-size: 14px;">
Call Type:<span style="color: #5a5a5a;">{TypeOfCall}</span></p>
<p style="color: #000;margin: 2px 0;font-size: 14px;">
Job Type:<span style="color: #5a5a5a;">{JobType}</span></p>
<p style="color: #000;margin: 2px 0;font-size: 14px;">
Call Source:<span style="color: #5a5a5a;">{SourceOfcall}</span></p>
<p style="color: #000;margin: 2px 0;font-size: 14px;">
Date Received:<span style="color: #5a5a5a;">{ReceivedDate}</span></p>
{CustomFieldList}</div>
</div>
<!--<div style="border: 1px solid #333333;margin-top: 10px;padding: 0 5px;min-height:74px">
<div>
<p style="color: #000;margin: 2px 0;font-size: 14px;"><span style="color: #5a5a5a;">{IssueDescription}</span></p>
</div>
</div>-->{IssueDescriptionJobNote}</div>
<div style="width:100%;display:inline-block;vertical-align:top;margin-top:10px; display:{ServiceListDisplay}">
<div style="min-height:70px;padding-bottom:30px;border: 1px solid #333333;margin-top: 10px;padding: 0 5px;">
<h4 style="margin-top:-10px;margin-bottom:0;padding-bottom:2px;">
<span style="padding-bottom:2px;padding-bottom: 2px;background-color:#fff;padding: 4px 6px;border-radius: 5px;color: #333;margin-left:15px;border:1px solid #333">Service Used</span></h4>
<div style="width:100%;display: inline-block;vertical-align: top;">
{ServiceList}</div>
</div>
</div>
<div style="width:100%;display:inline-block;vertical-align:top;margin-top:10px;display:{ProductListDisplay};">
<div style="border: 1px solid #333333;margin-top: 10px;padding: 0 5px 30px 0;min-height:70px;">
<h4 style="margin-top:-10px;margin-bottom:0;padding-bottom:2px;">
<span style="background-color:#fff;padding: 4px 6px 2px 6px;border-radius: 5px;color: #333;margin-left:15px;border:1px solid #333">Product Information </span></h4>
{SecondaryBrandApplianceList}</div>
</div>
<div style="width:100%;display:inline-block;vertical-align:top;margin-top:10px;display:{OtherChargeListDisplay};">
<div class="call-sec-row" style="min-height:70px;padding-bottom:30px;">
<h4 style="margin-top:-10px;margin-bottom:0;padding-bottom:2px;">
<span style="padding-bottom:2px;padding-bottom: 2px;background-color:#fff;padding: 4px 6px;border-radius: 5px;color: #333;margin-left:15px;border:1px solid #333">Other Trip Charge Information</span></h4>
<div class="row">
<div style="width:100%;display: inline-block;vertical-align: top;">
{OtherCharges}</div>
</div>
</div>
</div>
<div style="width:100%;display:inline-block;vertical-align:top;margin-top:10px;display:{ItemListDisplay};">
<div style="min-height:70px;padding-bottom:30px;border: 1px solid #333333;margin-top: 10px;padding: 0 5px;">
<h4 style="margin-top:-10px;margin-bottom:0;padding-bottom:2px;">
<span style="padding-bottom:2px;padding-bottom: 2px;background-color:#fff;padding: 4px 6px;border-radius: 5px;color: #333;margin-left:15px;border:1px solid #333">Item Information</span></h4>
<div class="row">
{ItemDetails}</div>
</div>
</div>
<div style="width:100%;display:inline-block;vertical-align:top;margin-top:10px;display:{OtherChargesDisplay};">
<div style="min-height:70px;padding-bottom:30px;border: 1px solid #333333;margin-top: 10px;padding: 0 5px;">
<h4 style="margin-top:-10px;margin-bottom:0;padding-bottom:2px;">
<span style="padding-bottom:2px;padding-bottom: 2px;background-color:#fff;padding: 4px 6px;border-radius: 5px;color: #333;margin-left:15px;border:1px solid #333">Other Trip Charge Information</span></h4>
<div class="row">
<div style="width:100%;display: inline-block;vertical-align: top;">
{OtherCharges}</div>
</div>
</div>
</div>
</div>
{TripHistory}</div>
<p>
</p>
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