It’s one of our top features to look forward to in 2022. If you’re not familiar with the print template editor in Clik Service, we’ll explain what it can do and how you can use it for your business. We’ll also give you a look into the top features that the new editor holds.
What is the Print Template Editor?
The print template editor in Clik Service is the design platform where you can view, create and customise templates that are used when printing different items. You can tailor a range of templates, from job sheets to quotes, invoices and much more.
Add your company logo to every document you send to your clients for consistent branding. Insert tags to add the relevant fields you need, including company address details, notes, images and more. Make your documents unique to your business, impress your customers and easily print and organise your paperwork.
So now you know what the print template editor can do, let’s take a look at its top features that will quickly turn you into a template designing pro. There’s so much you can do with the editor to make professional looking templates in no time.
Photos can be added to multiple places within Clik Service. Your engineers can attach them to job sheets or you can add product images to equipment. After adding your images, you can also display them on your printed documents by using templates.
You might want to display product images on your quotes to add more visual appeal and give your customers a better picture of what they can expect. Or perhaps you want your printed job sheets to display engineer photos they took when onsite to show off their installation or repair.
These visual elements are a great way to create a full picture for your clients or to work as a reference to add to your site records. The print template editor makes it easy to add related images and choose where they’re displayed.
With formatting options available for the elements on your template, you can add as much, or as little detail you want. Change the size, colour and font of text and take your company’s branding to the next level.
If you’ve added formatted notes to your work, such as a quote, you can also make sure that is copied across onto your templates for when you print. Add bold or coloured text and make your text larger or smaller to make every quote unique and professional.
There are so many ways to format the data in your print templates. Create tables to display your data or use containers to make sure all text fills only the space you want it to. Keep text organised, your work clean and printed documents easy to read for you and your clients.
Updating templates and using tags and other tools might appear overwhelming at first. The simple, user-friendly layout of the editor takes away any initial doubts.
You can easily click and drag new items onto your page, add new pages and double click to edit any text properties.
And if you ever do get a little stuck with how to get the template the way you want, you can check out our support site for helpful guides and video tutorials.
There are so many ways you can utilise action lists to help manage engineers and streamline jobs. Action lists act as a to-do list for your engineers to complete when they’re working on a job. These can be used to make sure important tasks are fulfilled, such as health and safety checks or vehicle inspections.
If you need to keep a record of these action lists related to a job sheet, you can add the field to your print templates. This way, all important work is documented on your printed copy of the job sheet.
Action lists will also be coming soon to add to your equipment.
Bespoke Template Service
The clean layout of the print template editor makes it easy to edit templates the way you want them. Whether that means moving tables, adding logos or changing the text properties.
But sometimes templates can get confusing when multiple elements need to be added and layouts need changing. That’s why we also offer a bespoke template service, so you can get the help of our experts to design templates that are unique to your business.
If you want to know more about bespoke templates, please get in touch with your account manager.
The upgraded print template editor is coming in now available. Make sure you are running Clik Service v4.2.341 or higher to start using the new tools.