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.