How do I access Templates?
In Handyman Office, go to Configuration → Templates (CTRL+F7). Four types of template are available, each on its own tab.
How do I use document templates?
Document templates attach standard files (e.g. cover pages, terms and conditions) to orders and contracts automatically.
To create a document template: enter a name and description, then upload the file containing the template content. Click OK.
How do I use event templates?
Event templates define automated notifications and actions triggered by order or contract events.
To create an event template: enter a name, department, and description. Then define the event type conditions (e.g. order completed) and the resulting actions (e.g. send an email). Click OK.
See Events — an overview for more information on the Events system.
How do I use quote templates?
Quote templates define the layout and content of contract quotes sent to customers.
To create a quote template: enter a name, description, and email subject line, then upload the quote file. Click OK.
How do I use budget templates?
Budget templates define standard cost element entries and article number mappings used when creating budgets on orders or contracts.
To create a budget template: define the cost element lines and specify which article numbers they correspond to. Click OK.