How to create templates for invoice notes
Instead of typing the same notes or information on to every customer invoice you can create templated wording and insert the template into the invoice notes each time it is needed. 1. To create a new template, click on **'Settings'** from the list of options down the left hand side and then click on **'Company Lists'…
How to set up a SMS template
If you want to send out a particular SMS on a regular basis but do not want to have to type it out each time, you can set up a template so that you can add this to an SMS at any time. For example if you want to send an SMS to clients to advise that their car is ready for pick up. 1. Click on **'Settings'** on the lef…
How to Create an Inspection Template
This guide walks you through how to create an Inspection Template. You can then use these templates when creating an Inspection to bring up a list of items to be checked off instantly. **Please note: **Inspections is a feature of our Gold level subscription. If you would like to upgrade you can do so on your dashboar…
How to create email templates
Workshop Software allows you to create templates for the various emails you can send out of the software so that you don't need to type them each time you send the email. Templates can be created for the emails sent with a customer invoice, customer statements, supplier stock orders or a general email to your custome…
How to create templates for job card notes
Instead of typing the same notes or information on to every job card you can create templated wording and insert the template into the job card notes each time it is needed. 1. To create a new template, click on **'Settings'** from the list of options down the left hand side and then click on **'Company Lists'**; 