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Electronic signature speaker agreement template basecrm version

good morning everyone thanks so much for joining us today job nimbus 101 workshop on templates we appreciate you coming my name is colby my name is daniel i'm logan we're excited to have you all here with us today today we're going to talk about one of the neatest and in some ways more complex parts of the job numbers program which is templates you have things that you send out to customers that you have to do over and over and over again and the goal of our templates is to make it look professional and save you time by just having something you can pull out and yeah more or less plug and play once you've built it so today we're going to go over email templates document templates and financial templates how to build them and how to use them inside job nimbus we're going to jump into the program to demonstrate and when we're done we're going to have some time for questions and answers what we're looking for is just any questions that you have specifically about templates in job nimbus and we'll do our best to answer so without further ado let's jump into it dan do you want to talk about email templates yes thank you thank you logan uh yeah so let's first talk about templates here how do you get your temp into your templates and that is in the settings if you don't have settings access we suggest you talk to someone on your team who has admin access or an access profile that allows them to get into the settings of your account the way you get into your settings is you'll click on your name in the top right corner here select settings and that will take you to the general settings page and then you just come over here to the templates and select it this is where all of your templates are housed where first we're going to talk about email templates and document templates when you first pull up your account you'll see that you have a basic email template already ready for you to fill out but you won't have any document templates so let's talk about how to build an email template if you want to build a new template you can come over here to add template and then select email this is the template builder up here is where you can name your template you can name it whatever you want as long as as it is descriptive to you and your team members this will help you find it easily later on after you've created and saved the template down here is the toolbar this is where you'll hey the this houses the buttons that help you build your template and right here is the template body this is where you'll type out whatever you want for your email let's quickly go over some of these buttons up here now the buttons from here all the way to over here is how you can manipulate or influence the how your font and your text looks over here you can make your font bold or italic you can change the font and the font you're using you can change its size you can even change its color and alignment so that's that's pretty simple it's how most word any document programs are built you how you can manipulate your font that way you can also use this button right here to insert a hyperlink into your email now this is especially useful if you want to create a hyperlink in the email for the customer to go to your car to your company page here if you click on this button you can insert an image into into your email you can insert a picture of a picture of your team a picture of your company building you can insert a whole a whatever image you want into your template the way clicking on the a image button will actually pull up a a window for you to choose a file from your computer and upload it into your template in job nimbus this button right here allows you to create a table clicking on this button will pull up a quick table builder you can choose how many rows and columns you want your table to be and this is used mainly for organizing your content in a specific way you can also click on this table wizard to give you more customizability in your table you can choose the width and height of each cell in the table you can choose cell spacing the background if you know a little bit of html you can even customize your table further once you once you click ok it'll insert the table into your email i want to actually talk a lot about this right here insert temp template field drop down this is really where the meat and potatoes is for your template builders when you click on this this will pull up a whole bunch of fields that you can insert into your template that customize the email to your clients and make it look more professional if you want hey to if you want to be pre if you want to be personalized if you want the email to be personalized to your to your clients you can come down here and add in the client's name so this right here the contact grouping holds all of the contacts information such as their address their name so let's let's type in let's insert this in and type in oops if i can spell right today hey contact first name so when we create this email in the contact it'll say something like hey joe and then you can type out your email however you want and then at the end you can sign off and insert another template field for your contacts your for your contact sales rep sales reps name now when this email sent off to that contact it'll also show their contacts and their sales reps name now that that is the basics of how to build an email you can type in whatever you want in this email template and then you save it right here you can add the template and it'll be saved under your email templates section so let's take a quick look on how to add that email to your contacts a lot of our users use the email templates and automations you can build an automation that sends out an email such as charles signature now this email right here is a will be a bio about charles with his a with his signature and his photo and all that that is sent out to all the contacts that are assigned to charles so soon as they enter in the status of payton closed it'll send out the email saying thank you for working with me i really appreciate it it was you know it was great working with you and that's where a lot of our emails are sent through a lot of email templates are sent through these automations that you build another way to send an email template is through the contact itself so let's actually go to a contact here and let's let's add an email to glenn here now the way you can add an email to glenn is you come over to add note and then you change the note from note to email now this here you can type in an email and just send it out or you can choose in a template let's actually choose this look we look forward to working with you template as you see this template had a template field of adding in glenn's name as soon as i added this template to glenn's email it already pulls a glenn's name up so hi glen hans hansard and then it says a and then right here was another template field for the contact sales rep and it automatically populates that information from glenn's informa from glenn's file and right after this you can send the email and exactly how it is and that right there is the basics of how to use email templates so let's go back to our settings and then to our templates and let's look at how to add in a document template document templates are added in the same way as email templates come over here to add template and select document right off you'll notice that the document template builder is almost exactly the same if not exactly the same as the email template builder so we don't have to talk about all of this these these you already know how to build and how to use what i want to focus on is the insert template field as you may have noticed there are more options here than there were in the email in the email template builder mainly this built-in section this built-in section allows you to add in more functionality such as we can add an estimate into this document we can also add in a signature to request an electronic signature so let's take a quick look at a document that has already been built out most people most people use the document template as a contract so let's pull this up and this right here is a sample contract as you see you can also add in the location logo this location logo pulls from whatever logo you have uploaded to job nimbus for your current location you also see that we have a template field for the customer's first name the customer's address as well and here we have estimates just as i was talking about how you can use the estimates we'll see how that works in just a little bit you can add in estimates into your contract and then down here at the very bottom is a signature the rest of this is just fluff or legal termini terms right now it's latin but you can add in whatever legal terms you want or what whatever legal terms you need into the document so let's quickly come over here let's go back to glenn and let's create a document in glenn's file the way you create a document a document template to a contact or jobs file is you'll click the three buttons up here in the top right corner of the contacts information panel this opens up the action menu scroll down here until you see create document this will pull up a window allowing you to create a document as you see you can actually build the document template just like you did and just like we have the template builder or we can choose a design template so let's add in that contract signature this right now this isn't going to pull up any estimates so and because there aren't any so let's actually let's actually pull up someone who has some estimates let's go back here and choose contract signature as you see this person has a lot of estimates but you can choose an estimate here let's choose this one the very top and down here if you need to make some tweaks to the document before adding it to the contact you can and then we can create this document so let's create it in sally's file and as you see as you see it pulls up a preview of the document but let's pull let's actually look at this in more detail you can you can come over here as you saw i might have done a bit too quickly but as you saw you can come over here and you can download the pdf you can view it you can even email the document requesting that signature so let's look at this document as you see it pulls up the sally's first name also pulls up sally's address and right here is that estimate that we added to the document it's added right here in the contract and then it continues the contract with a signature down at the very bottom so that right there is the basics of how to use the document and email template they're fairly easy and they can be extremely robust and can help you create those professional documents that you're wanting to send out to your into your contacts so let's go back to the settings and the templates and logan would you like to take it away and talk about the financial templates absolutely so there's a number of different financial templates inside job members there's estimates invoices material orders they're fairly similar so we're just going to use estimates as a demonstration and when you click it you'll get an option of several different designs personally i like this one better so we'll go with this then you'll be brought in to build it you can name the template of course name doesn't matter it's just what matters to you you can give it a title and a customer note title and that's going to correspond to the title here it says estimate you can name this proposal you can name this whatever you like and then the notes section at the bottom is currently labeled special instructions these columns here are probably the most important part of a financial template they'll tell you what information is shown both internally and externally to the customer so currently the customer is getting a lot of information and you can see that as we scroll down when we scroll down in these different columns if we decide you know what the customer really doesn't need to know the quantity and the customer doesn't need to know what the amount is then we can take that off and these will be edited down below so they can just now see the item the description and the price you'll notice a number of these gray boxes these are places that you can edit inside the template for instance if we click into company info i swear this never happens to me click into company info then you'll see the ability to edit just like we saw before in the email and document templates this has already been built out with a few template fields we can edit it to say whatever we want people often use these for important information terms and conditions whatever you like this can only be edited in the template you cannot change it when you're building the estimate speaking of building the estimate let's take a look at what this looks like built let's head over to sally and her million estimates so if we add an estimate or if we take a look at an estimate we'll get to see exactly how this looks this is a simulacrum of the pdf that would be sent off to the customer you'll see in this case they only get to see the item in the description but if we scroll down below this then we can see all of the information internally the name description unit of measurement quantity labor material cost markup price tax so on and so forth that way you can make sure that everyone who needs to see information can see the right information so that is a little bit about our different templates and how they function i know we've gone through rather quickly so what sort of questions do you folks have go ahead and type it into chat or q a and colby will pass it on to us okay we have one question that came through they are wanting to know if it's possible to rename the estimate template the one that comes standard built in to something other than estimate they use the phrase bid agreement sure so if we come in and we take a look at the original estimate like dan said it'll just be built in as estimate we can click edit here and we can change the template name to bid agreement if we want it to be what the customer sees then we change the title here to bid agreement so this will be internal and this will be external and if we save this you'll see it's now called bid agreement and if i look inside this black bar now says bid agreement instead of estimate will that update all old estimates or two-bit agreement it won't affect things retroactively if we wanted to do that we would have to jump into the contact themselves so let's jump back to sally and if we go into edit her estimate here which looked like it was using that original estimate template then you'll see it's using the bid agreement old template if i click this and then save it then it'll be updated say a bid agreement so that's uh that's something that you'd have to do on a one-off basis okay we have another question can you customize the work order templates so only certain information in the work order fields show in certain work order templates that is an excellent question much like the much like the other financial templates you can create multiple different work order templates and then choose which design template you're wanting to use that shows what fields you're wanting to wanting it to show so you can if we scroll down here at the bottom you'll see that we have currently have two work order templates we have roofing and work order you can add in more more templates as you need as you saw there are a whole bunch of estimate templates you can create more work order templates and each work order template can show something different as you're needing it to show and then you'll you just choose that design template when you're creating the work order yep and you can change the columns visible here just like you can on the estimate template there's obviously some limitations to it but anything that is marked here we can choose whether that's going to show internally or externally generally i like to show a lot of things internally in fact i can turn on all of these and then externally i'm saying uh my subs don't need to know a lot of this information so i'll turn off some of these and once again that'll affect the line items shown inside here something else really interesting that we didn't touch on is that when you are building a template a financial template specifically you can group the line items into different excuse me you can group the line items into different sections and this will apply to financials work orders all this stuff and you can have them react slightly differently so if i add a section i can say inside this section i'm going to show the line item hide the line items and just have the total or hide the line item amounts so they'll see the line items but not any of the other information connected to them so if i said i'm hiding my line item amounts then i could drag this up here and then all three of these would only show the the line item but not the amounts connected to them or i could hide the line items entirely and then customers wouldn't see anything but the total for the section any other questions so there was some clarification on the question that was just posted about the work orders um they wanted to know more about adding work order custom fields to the work order template and how to have certain work order custom fields on certain work order templates oh okay yeah let's uh let's jump back in i think we can answer that a little bit better i apologize no thank you for clarifying that janet that really helps so yeah let's you can't add new work order fields and these will be things that are specific to the work orders where you would add them in the template let's build a new one is you could add these not in the line items but in any of the gray boxes so here i could insert a template field for my work order custom fields you'll see this shows up right here and i can very easily say i want to see the serial number and that is only going to appear on this particular work order template this wouldn't show on any of my other work order templates so if i had a bunch of custom fields and i was doing for instance roofing gutters siding and i might want to have different information on each of those work orders i'd build a different template i would name them differently so if this was my siding then i'd name it differently here and name it differently here and then that information would be unique to that template does that better answer the question he said yes okay fantastic another question i saw come through is will there ever be an opportunity to be able to configure the ability to transition custom field information you create on a worker order to transition to the invoice i'm not aware of that being a a change that is in the future but also i am not a prophet and i don't know the future if that is something that you'd like to see you can post that on our user voice i would recommend that's going to come under financials and as people vote on it that'll get attention from our leaders and our product team and that can be something that's added in do we have any further questions before we wrap this thing up all right sean go ahead how does an estimate transfer to a budget or an invoice no no that's uh i think that's more or less on topic or at least if it's off topic it's only slightly off topic so something really cool that you can do with job nimbuses financials is that you can come in here choose the estimate that you want to change and choose convert and we convert this here to an invoice a work order a material order or a budget and that'll transfer over the information inside so if i choose this boom now we're on an invoice i choose my terms i make any adjustments that have to happen and then i save it at the bottom easy as that okay are there any more questions i've come through and if that is it uh let's let's wrap this up and we really appreciate you all for coming out today and joining in as we talked about templates and for some final final notes uh you can build your templates and to help you save time that way you're not typing the same thing over and over and over again you just type it out once in a template and then you can send it to different contacts they our templates can help you create professional looking documents that are personalized to your clientele and you want to use those custom template fields to customize those templates if you have any more questions feel free to contact our support team or feel free to reach out we're more than happy to help you in any way we can with job nimbus you can also watch our youtube channel which has previous webinars that we've put on it has other really cool videos to help you with your business and help you use job nimbus you can also visit our knowledge base at support.jobnemas.com for tutorials on how to use job nimbus they'll walk you through setting up your account for the first time all the way through advanced use cases such as templates and enabling other features that we have within job nimbus if you want further training you can contact our a sales department and ask them about our growth services our growth services training is a is really good to help your business grow to the next level we can you can have someone come out to help train you on how to use job nimbus if you want them to help help you create your templates or automations we can you can talk to them about that to help them help help you walk through creating those templates you can also if you have any questions on how to grow your business we have some experts in the field who have been in the field for more than 30 years that can really help you hone in on what you need to do to get your business to that next level we super appreciate you coming out here today and being with us for this half hour to talk about templates we hope you learned something and thank you for coming in thanks for joining us today hope everyone has a great rest of the day