When sending your job forms to customers in ServiceWorks, you can add a layer of customization in the form of company logos, company contact information, or any information relating to the job using the Form Template. Here’s how to do so:
To begin, click on the cogwheel in the toolbar to open up the Configuration Tab and navigate to Form Settings -> Form Template
In the form template menu, you’ll have the ability to edit your form by adding dynamic data text in to the template body. Here’s how each section functions:
Enable & Preview
Use the Form Template toggle to enable or disable customization to your forms. You can use the preview field to view your pending changes to your form template by entering the JobFormListID into the field and selecting Preview.
(Note: To find your JobFormList ID, you will need to open up the form on an existing job in a web browser and copy the ID number manually from the URL
Legend
Opening the Legend on the right-hand side will bring up a list of dynamic data texts that can be used in this template, as well as a description of what each text will display. We highly recommend copying and pasting the text into the template body to maintain the same formatting.
Once finished with your additions, be sure to click Save
Need More Assistance?
Contact us:
Use the chat bubble on our site here
Email: support@service.works
Phone: 636-220-4363 Ext #1
