If you want to make sure that certain items are always added to a Job, Invoice, Quotes or Purchase Order you can make this happen with templates (not to be confused with PDF templates). The Quotes module has had this functionality for a while but it’s just been added to the other modules.
It means you ensure that certain items are always on the document, that certain PDF templates are used and that eForms for that type of work are always added.
There are two options:
- Create a new Job, PO, Invoice from a template
- Create from an existing Quote or Job. This results in items on the template being appended to the data from the original Quote or Job and any eForms being added as well.
Find the templates at the top of each main list/pipeline screen by clicking on the blue ‘Templates’ button.