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 Templates: Allows you to create
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:
Ticket Resolved Email template must also be activated in the Admin > Ticket Preferences settings page for it to automatically send when a ticket is moved to Resolved status.
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
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
Estimate Templates: Allows you to create
Disclaimer: Allows you to modify the disclaimer that will appear in your 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
If you find your template is adding a blank page, go into the source code for that template. Find the following line and delete it:
<div class="clearb" style="height: 1px; overflow: hidden;"> </div>