This feature will let you customize your reports & proposals for each customer!
When writing your boilerplate, you’ll now see a dropdown menu that says “Insert Variable.” From here you can insert fields such as Project Cost or your customer’s first name:
Use the “Insert Variable” drop down to select the field you want to use, then, use the bracket button to insert the field into your boilerplate:
When you add one of these fields, it will print something like this in the text box where your boilerplate is:
“[primaryFirstName]”.
Don’t worry, this is not what will be printed on the reports themselves. On the report, this text will be replaced by the customer’s first name and it will change based on the project you are working on and the customer for that project!
This means you can easily create very customized proposals for your customers. Let’s take an example.
If you type the following for a boilerplate paragraph:
The contractor shall provide all necessary labor and materials, and perform all work of every nature on the proposed remodeling job for [primaryFirstName] [primaryLastName] in accordance with this contract, the specifications, and the accompanying drawings. This contract relates to the job at [address].
Then this is what will show up on the report (depending on the customer information).
The contractor shall provide all necessary labor and materials, and perform all work of every nature on the proposed remodeling job for Stephen Sample in accordance with this contract, the specifications, and the accompanying drawings. This contract relates to the job at 14609 Clear Estimates Lane Happy Valley MN 55306 :
Then, be sure to select “Save Heading“.
Here is a list of all the fields we currently have available. Feel free to suggest others as well!
- Project Cost
- Project Date
- Project Name
- Primary First Name
- Primary Last Name
- Secondary First Name
- Secondary Last name
- Address
- Phone
Click here for a video on setting up boilerplate!
Click here for a step by step article on boilerplate!