PDF/Email Templates
PDF/Email Templates
Please excuse our dust while we make this page AWESOME!
What it does:
Allow you to tailor the look and feel of the messages your customers receive from RepairShopr.
What it Doesn't Do:
It won't fix that one tech continually refusing to use punctuation in their messages.
Table of Contents:
Version History - Are you here because you accidentally erased your template or submit a mistake? Go Here
Getting Started:
To access the PDF/Email Templates, head to Admin > PDF/Email Templates
From there you can choose from a selection of templates that go out to your customers. We will cover them throughout the remainder of the article.
Version History
Many of the templates have a function that will allow you to revert to a previous template version in case of a accidental modification or deletion. Head to the edit page for the template and if the template has Version History you will see it represented as a button like this:
Invoice, Ticket, Intake Form, Outtake Form, Estimate, Purchase Receipt, Purchase Order, Statement Templates OH MY!
Edit the look and feel of your templates here.
Many of the Templates have Disclaimers or sub-sections that can be edited from the tabs along the top of the editor. These sub-sections can be added using template tags on the right of the main template editor you are editing.
Clicking Edit will take you to the Editor page where the magic happens.
The template tags are located on the right side of every main template editing page. Note that not all tags are universal and some can only be used on the page they are listed.
Ticket Receipt Configuration
This template enables you to configure how your POS receipts (80mm receipt paper format) look for customers.
Checking the following options will make them appear on the receipt:
- Show logo
- Include created at
- Include subject
- Include approval
- Include priority
- Include customer email
- Include customer address
- Include customer phone
- Include custom fields
- Include assets
- Include due date
- Include ticket type
- Include signature
- Include barcode
It is worth noting that for the Receipt Length field. The default is 660 Units. Overriding can have fun and expected results. With great power and all that. We are tinkering with the override size so this is a more fluid area of this template.
There are quite a few Email Templates that can be customized. Below we will describe what each template is for.
Appointment Reminder Email -This will be sent to you to remind your customers (and you) of upcoming appointments.
Credit Card Expired - This will be a note sent to Customers automatically when an automatic payment fails because the card is expired.
Estimate Email - This goes out with the Estimate attached when you click email on an Estimate.
Intake Form Email - Sent with Intake Form attachment when you email an Intake Form to a customer.
Lead Autoresponder Email - This will be a note sent to Customers automatically when they are captured as a Lead.
Non-Ticket Appointments Email - When you create an appointment this email gets sent.
Outtake Form Email - Sent with Outtake Form attachment when you email an Outtake Form to a customer.
Paid Invoice Email - Sent with the Invoice attached when you email a paid Invoice to a customer.
Portal Invitation Email - This is sent to Customers/Contacts when you send the invite portal user registration email.
Purchase Order Email - When you email a purchase order, your vendor gets this email with the purchase order attached.
Recurring Charge Failed - This will be a note sent to Customers automatically when an automatic payment fails for some reason.
Statement Email - When you email a statement, your customer gets this email with the statement attached.
Ticket Appointments Email - When you use the Calendar page to schedule an appointment, this email gets sent.
Ticket Autoresponder Email - This will be a note sent to Customers automatically when they email in and it creates a Ticket.
Ticket Comment Email - Used for emailing your customers when you update a ticket.
Ticket Created Email - Used for emailing your customers when you create a new ticket on their behalf.
Unpaid Invoice Email - Sent with the Invoice attached when you email an unpaid Invoice to a customer.
It's worth noting that currently you cannot customize Notification Center based emails that go to you technicians.
Troubleshooting
Problem: Images added to invoice template by using the {{ticket_images_rendered}} tag are much bigger than the same images on the ticket.
Solution: The invoice template needs some extra CSS to regulate the size of the rendered images. Edit the source of the invoice template and add this code to the CSS section:
.rendered-image {
max-width: 200px;
max-height: 150px;
padding-right: 10px;
}