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Templates

The PDF layout for every document Repairs prints, chosen per document type, with one of each marked default.

Templates are what a customer actually receives: the layout of the work report, the quote and the invoice. They are chosen per document type, so a work report and an invoice can look nothing alike.

Go to SettingsTemplates. One tab, PDF Templates, opening on two rows of choices above the gallery: a category, then a document type within it.

The PDF Templates tab of Templates in Repairs Settings, headed PDF Templates above the line Customize the look and feel of your PDF documents. Select a document type below to manage its templates, with a blue Template button at the right. A row of category pills sits above a row of document types, and the gallery below shows template cards, one carrying a green Default badge, beside a dashed New Template card reading Choose from our gallery of layouts.
Two rows of choices before the gallery: the category first, then the document type within it.

What you can do with a template

Edit
Opens the template in the editor, where its layout, colours and columns are set.
Preview
Renders the template so you can read it before committing it to a customer.
Set as default
Makes it the template new documents of that type use. The badge moves to it.
New Template
Starts another one for the same document type, which is how a second brand or a customer-specific layout is handled.

The seeded template that ships with the product cannot be deleted. Yours can, once it is not the default.

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