Document Templates

Document templates let you generate formatted documents for customers — service reports, inspection summaries, proposals, or any other document your team sends to clients. You define the template once and generate a document for any customer with customer-specific data filled in automatically.

Template formats

HTML — you write the template content directly in the editor using HTML markup. Generated documents can be exported as HTML or PDF.

Word (.docx) — you upload a .docx file as the template. Generated documents can be exported as Word or PDF.

Global templates vs customer-specific templates

Global templates are defined at the account level and are available for use with any customer.

Customer-specific templates are versions of a global template customised for a particular customer. When generating a document, the system uses the customer-specific version if one exists, or falls back to the global template.

Variables in templates

Templates can include variables that are replaced with real data when the document is generated — customer name, address, contact details, job information. A variable browser in the template editor helps you find and insert the correct variable names.

Generating a document

Open a customer record and go to the Documents tab. Select a template and choose the output format. The system renders the template and either displays the result or downloads it.

A log of every generated document is kept on the customer record, including who generated it, when, which template was used, and in what format.

Managing global templates

Go to Customers → Document Templates to see all global templates.

Creating a template — click Add template, choose a format, give it a name, and either write the HTML content or upload the .docx file.
Editing a template — open from the list. You can change the name, description, format, or content.
Deactivating a template — set to Inactive to hide it from the generation list. Existing generation logs are not affected.