PDF Customizations and Options Knowledge Base

Need to adjust colors, fonts, and columns to display on your PDFs? Navigate to your Company Settings > PDF Options tab to get started

JobCloser PDF Customizations and Options

Posted by Mark Hardin on 05/01/2019

Need to adjust colors, fonts, and columns to display on your PDFs?  Navigate to your Company Settings > PDF Options tab to get started

The Options

You can quick and easily turn on and off features for your quotes, invoices, and work orders:

  • Fonts
  • Font Size
  • Colors
  • Show Product Discriptions
  • Enable / Disable Quantity, Price, Subtotal, Tax, Note Columns on Invoices
  • Enable / Disable Quantity, Price, Subtotal, Tax, Note Columns on Quotes
  • Enable / Disable Signature On Quotes

Just go to Management > Company Settings > PDFs tab and click on the "PDF Options" link to get started customizing your invoices and quotes today!

PDF Customizations and Options
Job Forms
By Kate Strohmeyer on 04/24/2019

Need your staff to fill out a form or complete a checklist after the job is completed?  Navigate to the new Management > Forms page to start building your first form.  Your staff will be able to fill out the form and you can view responses from the calendar and job screen.

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JobCloser Quickbooks Integration
By Chris Call on 04/18/2019

Have a quickbooks online account? JobCloser now integrates with your QB account. Sync customers, vendors, products / services, invoices, and payments between your two accounts. Get started by navigating to your company settings.

Read More

Requiring A Deposit
By Kate Strohmeyer on 04/16/2019

Easily add a required deposit to any one time job. The required deposit amount will be reflected on your customer facing quotes and invoices. Just navigate to your job and scroll down below your line items to get started.

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Credit Memos
By Kate Strohmeyer on 03/28/2019

Had a customer pay you upfront for an entire year of work? Use the new Credit Memo functionality to add a credit to a customer account and then apply that credit towards future invoices.

Read More

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