Create an Estimate Invoice Template for Quality Assurance Effortlessly

Estimate invoice template for Quality Assurance

Hey there, service pros. This is  Kristian from the Workiz product team. In this video, we’re going to talk  about how to customize the estimates,   invoices, and work orders that you  send to your clients using Workiz. Your Workiz account will automatically  feature templates for these three documents. Now, while, our team did work hard to meet the  needs of most service businesses with these   templates, we understand that these documents  aren’t a one-size-fits-all type of thing. Fortunately for you, these documents can be  customized to fit the needs of your business. Let’s get started. From the navigation bar, select  Settings and then Settings. Under General Settings, select Documents. As mentioned, you can customize  any one of your document templates.   You can even create documents from scratch,  but we’ll save that for a different time.   For the purposes of this  video, we’ll select Estimate. OK, so the simplest way to update the look of your   document is to select a template  from the Design tab right here. But if you want to get a little more creative,   you’ll need to understand some of the  basics of the document editor first. In Workiz, document templates are designed  to be divided into content blocks.   You can see those blocks by hovering  your mouse over the document.   Do you see a yellow border with a little  trash can? That’s a content block. If you decide to delete a content  block by selecting the trash can,   you’ll notice it will then read Drag  Something Here. That means it’s empty. You can either choose to  leave the content block empty,   or fill it using one of the items  from the Tools tab right here.   You can add these items by clicking and dragging  an item onto an empty content block like this. But let’s say you want to add an item  from the Tools tab without having to   delete an existing content block. You  can do that pretty easily by selecting   the Layout tab and dragging one of these  empty content blocks onto the document.   You’ll see it say Drop Here to indicate  where the empty blocks are being added. Now let’s move onto short code. You’ll notice some of the text in your  document is surrounded by these curly brackets.   This is known as short code… which is  really just a tool we use to make sure   your documents are being generated  intelligently. What this does is it   automatically pulls the information you’ve  already entered into your Workiz account. Short code is just a placeholder.  The documents you generate won’t   actually feature any of these curly brackets. For example, account-dot-myCompanyName  will show your company’s actual name.   Client-dot-fullName will show your  client’s actual name. You get the idea. Now let’s move onto editing  text within your document.   You can do that pretty easily by selecting a  block with text. From here you’ll see a mini   toolbar that should feel pretty familiar  if you’ve ever used a text editor before. You can edit the font, text alignment,  and even add other pieces of short code   using the short code library. Lots  of other stuff you can do here. Once you’re done making edits to your document,  you can preview it by selecting Preview up here. If that all looks good to you, go back to  the document editing page and select Save. And that’s it. You’ve updated your first document  template. Keep in mind that if you’ve made   major stylistic changes to one document, it’s  probably a good idea to make similar changes   to your other documents so that you’re providing  your clients with a more professional experience. Feel free to subscribe to this channel for all the   latest on how Workiz can help  improve your growing business. And as always, if you have any  questions, we’re here to help. Thanks for watching.