Template Building is one of the newest and most popular features in the newest version of Husky Intelligence. You have the capability to produce simple or complex estimates, work orders, and invoices all with a few clicks of the mouse. There is no limit to how many templates you can have in the system. Create detailed customer cards with a materials list for customer-specific pricing, attach media files to work orders, and checklist for your technicians to follow while in the field.
This page will show you how to create three different templates: Customer Card, Asset Card, and a Work Order. Follow the steps below to build your templates and refer to the videos for assistance.