Where do I change how job sheets look?
Choose job-sheet themes under SettingsBrandingQuote PDF, in PDF themes.
The themes include Default, Field, Compact, and Service ticket. Choose the sheet's content under SettingsProductsClaims, including photos, the completion section, and the amount to collect.
Staff without cost-view permission don't get the amount printed.
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People also ask
From other topicsCan we bring a furniture catalog into OrderPilot from a spreadsheet?
Yes, OrderPilot imports product templates, options and values from a CSV using its defined layout. Start with the starter CSV or an export, prepare the required categories and locations, then check the import report before applying changes.
The import does not create categories, brands, locations or bundles. An arbitrary supplier spreadsheet needs mapping to the supported columns.
Open its own pageFull guide: Import and export templates with a CSV
Can I export sales and commission reports to a spreadsheet?
Yes. Analytics exports CSV files for the displayed report and selected filters. On Sales, use the title row's Export for period results or the Salespeople table's Export CSV for staff rows.
Commission offers Export for payroll and Export statement. Set the period, Store and relevant grouping before exporting, then check the downloaded figures.
Open its own pageFull guide: Analytics and the sales performance report