Set Up Forms and Job Cards

Overview

All kinds of transactions you create in Simpro Premium, from jobs and invoices to purchase orders and receipts, allow you to generate and email forms using the data you have entered to the relevant recipient.

To ensure your correspondence looks professional, you can adjust the look and layout of all of your forms. The most important forms that you may want to set up first are quote, invoice, purchase order, job card, and contractor forms.

Quote forms

Set up the layout of your quote forms, as well as the email template that automatically appears every time you email them.

Learn more in How to Set Up Quote Forms.

Invoice forms

Set up the layout of your customer invoice forms, as well as the email template that automatically appears every time you email them.

Learn more in How to Set Up Invoice Forms.

Purchase order forms

Set up the layout of your purchase order forms, as well as the email template that automatically appears every time you email them.

Job cards

Set up the layout of your PDF job cards, as well as the email template that automatically appears every time you email them.

Learn more in How to Set Up Job Card Forms.

Contractor forms

Set up the layout of your contractor work order and invoice forms, as well as the email template that automatically appears every time you email them.

Learn more in How to Set Up Contractor Forms.