How to Set Up Contractor Forms

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Email / Form Setup

To set up how your work order forms appear when you email them to a contractor, go to System > Setup > Forms Setup > Contractor > Job, and adjust the following options:

When you have finished adjusting settings, click Save.

Test how your settings apply

To test how your work order form settings apply to a real form as you update them:

1. Go to Jobs > Contractor Jobs.
2. Locate and click the work order.
3. Click the Forms tab.
4. Under Form, select the work order type, then click View to open the form in a new tab.
5. Go to System > Setup > Forms Setup > Contractor > Job.
6. When you update your contractor work order form settings and save a change, return to the new tab and refresh the page to view how the updated settings have changed the layout of your contractor work order forms.

To set up the layout of how your contractor invoice forms appear when you email them to a contractor, go to System > Setup > Forms Setup > Contractor > Invoice, and adjust the following options:

When you have finished adjusting settings, click Save.

Test how your settings apply

To test how your contractor invoice form settings apply to a real form as you update them:

1. Go to Invoices > Contractor Unpaid Invoices / Contractor Paid Invoices.
2. Locate and click the contractor invoice.
3. Click the Forms tab.
4. Under Form, select Contractor Invoice, then click View to open the form in a new tab.
5. Go to System > Setup > Forms Setup > Contractor > Invoice.
6. When you update your contractor invoice form settings and save a change, return to the new tab and refresh the page to view how the updated settings have changed the layout of your contractor invoice forms.

To set up the email template to appear when you email a contractor work order or a contractor invoice:

1. Go to System > Setup > Forms Setup > Contractor > Email Setup. Click Work Order tab to set up the email template for Contractor Jobs or click the Invoice tab to set up the email template for Contractor Invoices.
2. Under Use Default Settings:
   • Select the check box to use settings defined in System > Setup > Forms Setup > General > Email Setup, including Request Read Receipt, Send CC of Email to Current User, From Name, From Address and CC to (email addresses separated by commas). Learn more in Email Setup sub-tab.
3. Under Email Template, adjust the default email Subject and Body to appear every time you send the form:
   • Adjust text in the email Body using the formatting options, for example, bold, italics, or underline, at the top of the text box.
   • Use the [projectType] field in Subject, so that if the Show as Estimate option is selected, the email subject updates to Estimate. Also, any reference to Quote in the form template is replaced with Estimate.
4. To insert information from Simpro Premium into the email template so that it is automatically retrieved from the system when you email the form, click to include the information in the Subject or Body, then click the field of information in the Insert Field list.
   • For example, rather than typing out your company email, click to insert the Company Email field to automatically retrieve the email address from System > Setup > Company.
5. When you have finished adjusting the email template and settings, click Save.

Note that some details, such as site fields and work order number are specific to work orders and shall not populate in the body of email sent from the Work Order invoice.

If you have entered text in System > Setup > Forms Setup > Email Set up > Email Template > Body, it is automatically added to the body text in this email template when you email a form.

Customise contractor work order and invoice email settings

When you clear the Use Default Settings check box, you can customise your contractor work order and invoice email settings with the following options:

Request Read Receipt	Select On to automatically request that the email recipient confirm their receipt of your email.
Send CC of Email to Current User	Select On to CC the logged-in Simpro Premium user sending the email. This sends the email to the primary email address entered in the user’s employee card file. The secondary email address is not used.
From Name	Enter the sender name to appear to the recipient of the email when sent from any Simpro Premium user. If left blank, the email uses the logged-in Simpro Premium user’s name as it appears in their employee card file.
From Address	Enter the sender’s email address to display to the recipient of the email when sent from any Simpro Premium user. The email address used in this field is that which the recipient can reply to. If left blank, the email sends from the logged-in Simpro Premium user’s primary email address located in their employee card file.
CC to (email addresses separated by commas)	Enter the email addresses, separated by commas, that you wish to receive all forms of this type emailed from Simpro Premium. This is the default CC. You can also select additional CC in a job in the Forms tab.

When you have finished adjusting settings, click Save.