The Form Designer is a powerful tool that allows you to create, customize, and fine-tune the various forms used with Assemblies. Within the Form Designer, the Invoice and Work Order are tailored to meet different needs. Invoices are customer-facing documents that can be customized to clearly communicate charges, payment terms, and job details. Work Orders, on the other hand, are internal documents focused on building and managing the job itself. This article explains how to locate and customize both types of documents.
For more information on the Form Designer, please see Form Designer Overview
Table of Contents
Accessing the Form Designer
Begin by navigating to Settings / Components / Assemblies.
1. Select an Assembly.
2. Click on the Form Designer tab.
Invoice
The Invoice is a customer-facing document designed to clearly communicate the essential details of an order including charges, payment terms, and job information. Typically, this form presents a more simplified view, showing only the information the customer needs to see.
Note: The Invoice tab is also present on Estimates.
Adding Elements to the Invoice
Any Element that is already included in the Standard Order Entry form can be surfaced in the Invoice. As long as it exists in the original form, it can be added to the customer-facing view.
1. From the Form Designer, select Invoice from the subtab bar.
Note: Linked Elements are greyed out of the top Elements bar, but are still available in the Elements Side Panel.
2. Scroll down to the Embedded Linked Elements Section.
Note: You can also search by name in the Elements Search Field.
3. Click and Drag the Element into the Invoice form.
Note: The placement of the Element will be where you hover in the form.
4. Click Save.
Note: To remove an Element, click and drag it out of the Work Order. This will delete it from the layout.
Formatting the Invoice Layout
Elements such as Groups and Spacers are available to customize the view of your Invoice for better readability.
1. From the Form Designer, select Invoice.
2. Click and Drag the desired Formatting, Input and Label Elements to organize your Invoice.
3. Click Save.
Work Order
The Work Order is an internal document used to build and manage the job. Unlike the Invoice, which is focused on what the customer needs to see, the Work Order is meant for your internal team and can include more detailed and operational information.
Adding Elements to the Work Order
Any Elements already included in the Standard Order Entry form are eligible to be placed in the Work Order. As long as it exists in the original form, it can be added to the customer-facing view.
1. From the Form Designer, select Work Order from the subtab bar.
Note: Linked Elements are greyed out of the top Elements bar, but are still available in the Elements Side Panel.
2. Scroll down to the Embedded Linked Elements Section.
Note: You can also search by name in the Elements Search Field.
3. Click and Drag the Element into the Invoice form.
Note: The placement of the Element will be where you hover in the form.
4. Click Save.
Note: To remove an Element, click and drag it out of the Work Order. This will delete it from the layout.
Formatting the Work Order Layout
Elements such as Groups and Spacers are available to customize the view of your Work Order for better readability.
1. Select Work Order.
2. Click and Drag the desired Formatting, Input and Label elements to organize your Work Order.
3. Click Save.
