Streamline Your Workflow with Fusion Invoice for Support

Fusion invoice for Support

[Music] hi everyone wanted to share some exciting product updates it is a new module called the custom documents module and we just rolled it out this is this has probably been one of the most requested features by our customers and we're extremely excited to finally roll this out it's it is extremely powerful and it allows you to customize or personalize your estimates your what quarters your invoices but not only that it also allows you to create multi-page proposals for instance or contracts so you know if you're bidding on a multi-thousand dollar projects and iFit even if it's just a thousand dollar project it probably makes sense to include something that's a little bit more powerful and visually appealing than a single you know sheet of paper with a rate table on it basically you may want to include a little bit about your company some maybe prior work images or maybe a little bit about your team some of your customer testimonials maybe some of your awards that you want on Angie's List or homeadvisor or you know some other or house.com for instance it's just something that's gonna reinforce your your position with the customer and reinforce your brand basically so in this video I'm gonna show you how to just customize or personalize our standard template and then how to create a multi-page proposal just so you can see how powerful this module is so to start I'm just gonna create a simple template I'm in fact I'm gonna start over I'm gonna just highlight this whole thing remove it and I'm gonna insert our standard template so when I go to the snippets module I'll just choose standard template insert it here and if all I wanted to do is just change this to proposal I can just overwrite the text if I wanted to change this from P Oh number so let's say parent because I deal with a lot of parent accounts whether it's um you know HS or Lowe's or Home Depot or whoever that might be and all I'd have to do now is just drag this tag in here I could also start typing the the tag name and it would give me a list of options to choose from so this is just something you know some user convenience features basically and again you can personalize this entire estimate you can change the alignment of text if you want to align is to the left and this to the right that could be easily done if you wanted to change the the color of the background color of that particular cell you can just go here and you know make it red if you'd like so it's it's again entirely up to you how this form looks how how its formatted what content is displayed what content is not displayed and and this is again this is just a first step in this whole process now if you wanted to take it a step further you can actually create your own multi-page documents multi-page proposal so in this case I created three I created one for a track one for plumbing and one for just your you know general handyman services in this particular template I have two pages I have my cover page which includes you know our company logo just a little you know a little picture for visual opinion for improved appearance basically we've got our customers information as you can see these are all tags so the tags are gonna be converted on on an estimate by estimate basis and then we've got the prepared by section where it's gonna include the estimate opportunity owner name this could be the service technician could it could be someone that's you know managing the sales opportunity and not necessarily the estimator that goes out on site but again it's entirely up to you this has everything in you know formatted as tags so you can choose whatever it is you'd like and place it whatever it is that you'd like and so on the ferris page again I just have my cover letter in the second page I have our standard estimate that I personalized I changed the background colors I changed the alignment of the text I added some you know some additional content change the color of this so it's basically a personalized version of our standard template and again you can do as much or as little with this as you'd like so this just gives you you know your your brand a personalized feel basically so that again your cover letter styling matches your estimate now in this template here in the plumbing template I actually have five pages on the first page again same thing I have a you know standard cover I have our standard customer and in the the company info on the second page we have a cover letter that tells them you know gives them a little intro about what you would normally want to say in a cover letter again if you're putting together a very nice you know maybe a multi-thousand dollar proposal for some bathroom remodel then there's the about Us page so you're gonna you know want to tell them a little bit about yourself maybe what you know words you've won and what you've done and how long you've been in business I mean dozens of years of experience your team has and then on the next page would have our actual estimated costs so if you know if you probably if you notice here I all I have is just a rate table and this the estimate total down here at the bottom and so what the rate table is gonna look like it's controlled by this widget here on the right so if I wanted to turn off the rates the rate line items basically and the rate line item total and all I wanted to show them was the the photos of products and services line item name description in the quantity that's all it's going to show us in fact I'm gonna turn off the pictures as well and I'll show it to you in a different template and in on the last page we can actually have our service contract and this could be a page could be you know paragraph could be multiple pages it is entirely up to you how this is format what content goes where and how and one thing to note here is that you can actually insert your pre or post workout authorization signatures so if the your comfort advisor is out on site or if you're you're you know just your estimator is out on site and he actually captures the customer signature on the app on the field worker app it can be automatically inserted into this proposal that's going to be emailed to them afterwards so it is it's it's very dynamic it's all tagged based all you have to do is just populate these tags once and then you're capturing data as you are you know as you're going out and perfect you're creating those proposals basically now on the last one we have a handyman template so just a general bathroom remodel basically is what we're gonna be applying this to but again multiple pages now we have nine pages instead of six and keep in mind you can rearrange them it's you can move pages from you know from left to right right to left the order of pages is controlled by you so on page one again we have our standard cover page two we have our cover letter page three we have about Us page four we have our services and you can get really creative with this it is to get entirely up to you what goes on here you can upload images if you'd like insert your own you can you know put a picture of your team if you'd like so again you guys have full control over what this looks like and to upload an image all they have to do is just this button here and you can adjust you can just upload it on the fly next it's gonna be about your team again your team photos your team BIOS it's entirely up to you to use or not to use this but it would be strongly encouraged if you're trying to if you're trying to build trust with your customer and finally in the proposal stages here you can go ahead and just say this is the rate table add a little disclaimer up top for example estimate total you can say proposal it's a little for instance if you'd like and then again you're using tags so you're not hard coding this you're not populating any of this data as you're setting it up you are simply using tags so that the system can dynamically replace them with the content from that particular estimate or a work order or an invoice and that's what's powerful about this now on the next page we're gonna have our project pictures if you take some pre-work pictures for instance you go out the you know the estimator is out on site II snapped a couple of images and you wanted to include it in the proposal because it would be something that you know could help a customers see what what work is gonna be done or what it's gonna be you know exactly what's going to be worked on basically and so the pictures can be included with a simple tack all you have to do is just inserted tag called estimate pictures and keep in mind these tags are all accessible through here and all you have to do is just type a part of this word or you can type it in as you are in this section here and just select it from your list so now I'm gonna go ahead and leave this as is and we're gonna go to the next page which is gonna have our customer testimonials once again you can you know remove these images you can change the contents of these testimonials it is entirely up to you whether or not to include it in the first place and same thing with the signatures if the customers order authorization signature is there you can go ahead and include it now one other thing to note here is I created a custom field called work to start on so if you're creating an estimate and if you agree to a certain start date with a customer you can just insert it as one of the custom fields on the estimate and this can be dynamically populated here so if the date was set it's gonna show it on the customers profile on the customers proposal and you can also include it somewhere in the content of your service contract so for example you could just take this tag and you can insert it here in the middle of the sentence it's continued automatically and dynamically populated again that's how powerful the module is and so finally let's go ahead and take a look at what the output of all these templates is gonna look like I've actually created a couple of different different estimates this one is going to be for an AC quality replacement so we're gonna use our standard HVAC template that I put together so now once this module is enabled once you basically go to my office custom documents and you create these additional additional templates you will be able to click on the drop down menu here and you can choose from one of the custom templates now you can also set one of these templates as your default so that whenever you are clicking on just a print button with instead of the the arrow button it'll automatically use that template as your default template now I'm gonna go ahead and choose HVAC proposal and so in this case it's actually loading our proposal so instead of a tag we now have our logo there's our cover page if we scroll down to the next page here's our estimate again personalized we've got our color scheme we've got our product pictures included or service pictures included again it's entirely up to you whether or not to include them and it's just a toggle switch so it's nothing it's nothing overly complicated you don't have to you don't have to do it if you don't want it now on the next estimate we actually created a proposal basically for some kitchen remodel so this is a slightly more complex project and it is it's gonna require a much more complicated proposal basically so in this case we have several line items here now we're gonna go ahead and click on print choose a handyman template and so now let's go ahead and do a print preview and here's our template as you can see again we've got the the cover page with our company info our license number who is prepared for dynamically populated with the customers name cover letter again all dynamically populating Robert Morris is the opportunity owner on the estimate so whoever is creating that estimate is going to be dynamically populated their their contact info is inserted about us our services bought our team and here's the proposal taken out here all I have is just a quantity and then the proposal total beautiful now let's go ahead and insert the line items line I are I'm sorry the the totals for each line item in the rates the individual rate so all I have to do is go back here go to my go to my handyman template page 6 and all I have to do is now say show rates in show line item total save let's go and refresh this and they're gonna go to print preview and take a look at our rate table and now we have our quantity rate and total so again how to set this up is entirely up to you and it is extremely customizable as personalizable the felon has it change the background color of the three table I could if I wanted to add some styling and add a one pixel border to this entire table I could do that as well so again it gives you a lot of flexibility a lot of a lot of options to choose from and finally the project pictures so the two pictures that I uploaded if we take a look here in the pictures section so these pictures would have been uploaded from the worker app or they could have been sent in by the customer before they request it so if they used your web portal for instance or your personal app that's you know that that's available through the app stores they could have snapped a few pictures of their kitchen project and then sent them sent it in to you so all you have to do is just include that tag in the system will automatically render it as part of the as part of this proposal so if we zoom in it's gonna be beautifully laid out on the page in a two column format so even if you had multiple pictures here they could be included as well then your customer testimonials in your service contract so once the once the project is signed off on you can go ahead and include that in the in the picture I'm sorry in the proposal as well now last thing I wanted to show you is how to personalize an invoice so for instance I have my standard invoice here that I created from scratch now I have a standard and voice that came with the system and all I did is I created a different title for it I called it custom invoice instead of a standard invoice but then I also created my custom invoices as you can see it's completely different from from from the standard ones that we include and it includes our standard tags such as bill to service location info payment terms number date and just as a reminder you guys have full control over what this looks like over what fields are included how they're included how their format its if you wanted to change the color of this text you could easily do that again just just an extremely powerful tool here and in this in this example I just have a standard invoice in this example I have the exact same invoice but I also included our work authorization signature and work acceptance signatures if we're dealing with an invoice that is a that is something that's been basically already signed off on then you can go ahead and include those as tags and it will be dynamically populated by the system so to begin just to reiterate this module allows you to complete control over what these forms look like how they function what data is included and jitter once again just as a reminder you can completely parish analyze it on a customer by customer basis if you just said I would like to assign Jake Reynolds a custom estimate so instead of the the standard estimator instead of my customers to man I wanted to assign this handy man as he is default template so whenever I create proposals for Jake it'll automatically select that template for him but if I had another customer that required a let's just say a custom estimate proposal then that could be done as well same thing goes for work orders same thing goes for invoices and once again it's something that you can do on a customer by customer basis or just leave everyone a default and choose your default templates for each category you know for estimates for invoices and work orders I hope you enjoyed this this presentation and we'd love to hear your feedback we'd love to have you try it and let us know how it works out but we believe that it's a really really great feature and hopefully it's gonna allow you to close some more business