OpServe
All
Client
New Client
Client Search
Quote Search
Job Types
Job Search
Calendar
QuickBooks
Sign Up
Sign In
My Profile
Company
1
2
Log Out
General Templates
Template Type
Choose...
Change Order
Invoice
Proposal
Question
Sales
Please provide a valid name.
Template Format
Standard
Advanced
Please provide selection.
To display your company logo. Make sure you have uploaded an image on the "My Profile" page.
Heading
Address
Address, Email
Address, Phone
Address, Phone, Email
Main Content
Main Content
Invoice Line Items
Exclude
Estimate
Actual
Actual, Tax, Balance
Closing Text
Name
Please provide a valid name.
Job Type
Please provide a valid name.
Cancel
Save
Placeholders { }
Images
View Templates
Type
All
Change Order
Invoice
Proposal
Question
Sales
Placeholders
×
Placeholders
Main Content (from job dashboard)
Your Company Name
Your Company Address (one line)
Your Company Address (multiple lines)
Your Company City
Your Company Phone
Your Company Email
Your Company Website
Your Company Contact (first name)
Your Company Contact (last name)
Current Date
Invoice Date
Estimate Total
Estimate Total No Discount
Estimate Discount Total
Actual Total
Actual Total Unformatted
Actual Total No Discount
Actual Discount Total
Change Order Detail
Change Order Detail
Line Items (estimate)
Line Items (actual)
Line Items (actual, tax, balance)
Job Type
Job Number
Quote Number
Service Address (one line)
Service Address (multiple lines)
Service Cross Streets
Service City
Service Contact (first name)
Service Contact (last name)
Service Emails (multiple lines)
Service Emails (one line commas)
Service Phones (multiple lines)
Service Phones (one line commas)
Client Signature
Client Signature Date
Salesperson Signature
Salesperson Phone Number
Copied
Copy the placeholder "{{some_placeholder}}" including the curly braces and paste into the content box below.
Images
×
Upload
Question
×
Question
Info
Units
Answer Type
Short Text
Number
Long Text
No, Yes
Yes, No
Blank, No, Yes
Blank, Yes, No
Multiple Choice
Options
Add Option
Display
Always
If ...
Embed
The answer to question
is
.
In question
Use{{q#}} as the place holder to embed this question in another one.
Question Move
×
Delete
Are you sure you want to delete this quesion?
No
Yes
Main Content
×
×
Client
New Client
Client Search
Job Types
Job Search
Quote Search
Calendar
QuickBooks
Equipment
Equipment
Lead
Report
Website Form
Template
Template
Support
New Ticket
View Tickets
Reference
Reference
