You can take your layout customisation up a notch by adding image elements. There are a range of image tables available within the Tables section of the layout Toolbox that allow you to add images from a Task, Invoice, Client, Location or Project. Images of users, materials or assets are also available by adding the appropriate document default image to the relevant table for labour, material and assets.
Some examples of uses:
Include photos taken on site on a quote layout.
Include photos of the technician who performed the work and the parts they used on an invoice layout.
Include photos of assets in an equipment checklist on custom compliance forms.
Add images from a Task, Client, Location or Project
The following instructions show you how to add images from a Task, Client, Location or Project to a standard layout:
1. Preview the required layout and click Customise.
2. Click Tables and select one of the following:
Task Documents (Images) - embeds images uploaded to a Task.
Invoice Documents (Images) - embeds images uploaded to an Invoice.
Client Documents (Images) - embeds images uploaded to the Client card.
Task Client Documents (images) - embeds images uploaded to the Client card linked to the Task.
Location Documents (Images) - embeds images uploaded to the Location card.
Project Documents (Images) - embeds images uploaded to a Project.
Image table options will vary depending on the type of layout. Please refer to Customise a Standard Layout for full details on customising a layout and table definitions.
3. The selected image element will be added to the top left of the layout. Click the element and drag it to where you want it to appear on the layout.
The filter on the uploaded images you want to embed in a PDF must be set to Show Client or Show All. All other filter settings will prevent the system from embedding the images into the PDF.
4. Use the Properties box located on your right to modify the attributes of the image. The Add Columns drop down list allows you to choose to display small, medium or large images and other document information.
5. Click Save/Remove, enter a new name for the layout (if required) and click Save As.
6. To preview the layout, click Preview/Customise, then Preview.
Add images of Users, Materials or Assets
The following sliders provide instructions on how to add images of users, materials or assets to a layout.
Preview the required layout and click Customise.
To add an image of the materials used or a user profile image of the person that provided the labour, select the table, then select Document Default (Image) from the Add Columns drop down,and click Add Column.
You may also choose to:
Select a small, medium or large image. (These options are based on number of pixels and file size). Refer to Inventory Documents and Photos for more details.
For your labour, select image(s) with comments that may include a user biography.
To add an asset image, select the Asset table, then select Asset Document Default (Image)from the Add Columns drop down,and click Add Column.