Work Settings

Job Settings

To get to Job Settings, go to the Settings Gear > Settings > Jobs from the sub menu

Here you can change the PDF configuration for jobs, and also edit the variables in Visit Titles. 

 

Job PDF Configuration

To change what appears on the job PDF, click 'Open PDF Configuration'. Here you can decide what will default to show on the PDF to the client, and enter a contract/disclaimer. Learn more about the PDF configuration tool

Screen_Shot_2016-09-25_at_3.51.00_PM.png

 

Visit Title Templates

Visit title are what appear as the title for the visit in the calendar. 

There are a list of variables to choose from to use in the visit title. You can copy/paste them into the 'Visit Title Template' field.  In the calendar, the variables will be replaced by the information from the job.

Screen_Shot_2017-01-09_at_11.24.33_AM.png

For example, with the visit title configuration {{CLIENT_NAME}} - {{JOB_DESCRIPTION}} - {{PHONE_NUMBER}}, visits would appear like this in the calendar:

Screen_Shot_2017-01-09_at_11.23.27_AM.png

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