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Documents & templates
Documents & templates
Brand your quotes, invoices, job sheets and checklists.
Customise your document templates
The layout, colours, fonts, footer and appendix pages on every quote, invoice, PO, job sheet, SWMS and docket.
Set up job sheets: layout and checklists
How every job is grouped on screen and on paper, and the tasks every job starts with.
Set your terms & conditions
The T&Cs that print on your quotes and invoices.
Send an order confirmation when a quote is accepted
Tell the customer their quote has become a job.
Build a template for the online designer
Set the artwork and decide what customers can change.
