Job Sheet- Customizer
SupportCenter Plus allows you to create a job sheet for on-site visits from requests. Job sheet templates allow you to generate customized job sheets.
To create a job sheet template:
1. Go to Admin>>Billing>>Job Sheet Customizer.
2. Click Add New Job Sheet Template to go to the relevant form.
3. Now, provide Template Name and edit the job sheet as required. You can add your customized content.
4. Finally, click Save.
- The template editor supports rich-text and variables.
- To preview the job sheet, click Preview before saving the job sheet template.
View, edit, disable, set default, or delete job sheets
All job sheet templates are listed under the job sheet customizer page. To access it, go to Admin>>Billing>>Job Sheet Customizer.
To view or edit a job sheet template level, click the name or edit icon. To edit, make necessary changes and click Save.
To set a template as default, hover over the job sheet name and click Default.
To disable, hover over the job sheet name and click the checkmark icon.
To delete, hover over the job sheet name and click the delete icon.
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