Template Customization

Emails, SMS messages, and PDFs are created using a template. The templates use tags such as {{ticket_number}} to populate an empty page with data relevant to your customers. You can customize these templates to include/exclude different tags to customize your communications with your customers.

Getting Started:

 
Navigate to: Admin > PDF/Email Templates to view a list of the Templates you can edit:

How to customize:

 
First start by navigating to the edit page of the template you are going to modify. For example we have the Ticket Template edit page up, and you can see that it consists of the editor and a list of tags on the right. This is how your templates will look when you customize them: 


You'll notice there are two buttons in the editor highlighted, these are the Source and Show Boxes buttons. The Source button will display the HTML source code of the template so you can modify it, and the Show Boxes button will display the <div> boxes in your template so you can see how they are laid out. 

The list of tags on the right will be different depending on the template you are customizing, and it may even appear below the template. You can use these tags to populate your templates with data from Syncro, and you can copy them right over from the list. 

Invoice Line Item Column Editing:

You can remove columns from the various {{invoice_line_items}} tags in the Edit Invoice Template.
For example if you want to remove the "Item" column:

Add this style in the source editor:

    .invbody-items tr td:first-child {
      display: none; 
    }

Then delete this in the source editor:

     <th class="first">
     <div class="item">Item</div>
     </th>

Before/After:
  

Template Options:

• Invoice Template
• Ticket Template
• Intake Form Template
• Email Templates
• SMS Templates
• Estimate Template
• Purchase Receipt Template
• Purchase Order Template
• Statement Template
• Receipt Configuration

Invoice Template:

Reset Invoice Template: Resets the Invoice Template back to the default
Edit Invoice Template: Allows you to edit the Invoice Template
Version History: Displays a list of the templates previous versions that you can revert to

Invoice Disclaimer Tab: This tab contains another editor text box where you can enter in your disclaimer or Terms and Conditions. You can then insert the disclaimer into your templates with the {{invoice_disclaimer}} tag
Invoice Ticket Template Tab: This tab contains a template for the Ticket Comments that can be added to your Invoice PDF. You can enable unchecking: Admin > Invoices > Preferences > Advanced > "Do not include the Ticket details on the Invoice PDF"
Receipt Disclaimer Tab: Receipt disclaimer is a shorter version of the disclaimer that is used when printing receipts

Ticket Template:

Reset Ticket Template: Resets the Ticket Template back to the default
Edit Ticket Template: Allows you to edit the Ticket Template
Version History: Displays a list of the templates previous versions that you can revert to

Ticket Disclaimer Tab: This tab contains another editor text box where you can enter in your disclaimer or Terms and Conditions. You can then insert the disclaimer into your templates with the {{ticket_disclaimer}} tag
Ticket Receipt Disclaimer Tab: The Ticket Receipt Disclaimer is a shorter version of the disclaimer that is used when printing receipts

Intake Form Templates:

Reset Intake Form Template: Resets the Intake Form Template back to the default
Edit Intake Form Template: Allows you to edit the Intake Form Template
Version History: Displays a list of the templates previous versions that you can revert to

Intake Form Disclaimer Tab: This tab contains another editor text box where you can enter in your disclaimer or Terms and Conditions. You can then insert the disclaimer into your templates with the {{intake_form_terms}} tag

Email Templates:

Edit: Takes you to the edit page for the respective email template that contains an editor and a list of available tags
Preview: Opens a new window with a preview of the email template

Advanced (caution): Click this to view the additional buttons for advanced features

SMS Template:

To modify an SMS template you can just click on the template text and you can then modify it. The numbers to the right of the text will let you know how many characters you have in that message. You can also disable specific templates from sending messages by removing all of the text until the 'Length' number reads '0'. 

Estimate Template/Purchase Receipt Template:

Reset: Resets the template to default
Edit: Allows you to edit the template
Version History: Displays a list of the previous versions that you can revert to

Disclaimer: Allows you to modify the disclaimer that will appear in your template

Purchase Order Template/Statement Template:

Reset: Resets the template to default
Edit: Allows you to edit the template
Version History: Displays a list of the previous versions that you can revert to

Receipt Template:

Advanced: Shows a list of the advanced fields where you can edit the text instead of checking a box