Adding a Custom Form to a Project and Sending to a Customer
Whether they are pay-aps or letters of transmittal, forms are an integral part of any business. Pacific Solutions JobRunner and FloorManager systems have available forms pre-populated in the system as well as the ability to create custom forms. Directions for adding a custom form to a project are included in this article, for setup instructions please review this article: Forms
Adding Forms to a Project
Forms can be added to several parts of the program. Quotes/Proposals, Sales, and Invoices are the most common.
Beginning in any one of these areas, click on the forms tab across the top/middle under the header information.
There will be two sections here Docs at the top and Forms at the bottom.
To add a new form, click the down arrow to the right of the line in the lower Forms section.
A dialog box will appear with a line for a form name. Clicking inside the box will create a dropdown list. Select the form category of the custom form from the list of options. (Custom Letter, Preliminary Lein Notice, Thank you for Your Business)
Click the "New" button on the right.
There will be a blank letter with your company letterhead with a line that reads "Choose Form Template Text", Clicking above the line will create a drop-down list, select the specific title of the custom from this list.
The form will be generated in the body of the document and pull in some of the project information.
Scroll to the bottom of the document screen to display the notes box. Use this area to provide any details about the specific form that has been generated and attached.
When finished click closed in the upper right-hand corner.
The form will now be displayed in the Forms List with the name of the category displayed on the left and the notes information from the notes field will display on the right.
Adding the Form to an Email
To email out of the system email settings will need to be established. Please review the information in this document: Email Setup Instructions
Once the form has been added to the project, it is now possible to attach it to an email with a copy of the Quote/Proposal, Sale/Contract, Invoice, etc.
Begin by selecting print in the action toolbar at the top of the screen. This opens the print dialog. If this is the first time an email is being sent from the print dialog be sure to select email at the bottom of the dialog box.
Click the icon for the desired print option.
If the job audit tool dialog box appears, review and audit the job, if necessary, prior to continuing.
A print preview will display. Click the "Continue" button on the top right corner.
The email dialog box will now be visible.
To add the form that is attached to the job, click the empty box under the attached document.
A dialog box will pop out with the option to Browse for documents on the workstation or shared drive or "Select Forms".
To attach the custom form generated, click "Select Forms". This will provide a list of the forms on this module's forms tab.
Click the check box on right of the forms to be attached to the email. When finished, select Continue at the bottom of the box.
The form will now be attached to the email and can be sent to the client using "Send Email" on the bottom right of the email box.
Video Instructions:
If you are unable to view the above video, please click HERE
Training-v22-20231116KS-KB