The Templates section allows you create a transaction which can be used for future jobs or quotes.

Quotes and Jobs can be converted into a template, and templates can be converted back into quotes or jobs. Through the scheduling section, a template can be scheduled to be converted into a job at regular periods for jobs which are performed on a regular basis.
Template

• Customer - the name of the customer.
• Ordered By - the person who placed the order.
• Customer Purchase Order Number - the customer's purchase order number.
• ABN - the customer's Australian Business Number.
• Original - the transaction the Template was copied from.

Order

• Status - the status of the job. If it is 'Active', it is a job in progress, 'Completed' is a job which is finished and awaiting invoicing, 'Invoiced' means the job has been finished and is now closed and 'Cancelled' is a job which was cancelled.
• Location - the department the job is in. If Departments have been setup, this is the department the job is currently in. If it is 'Various', the sections are currently in more than one department.
• Template Name - a brief name, title or description for the work. It is often an overall description for the job or a name of the work.
• Category - select the category from the drop-down list which is the closest fit for the contact. This is used for reporting purposes.
• Payment Term - the payment terms of the customer.
• Invoice Due Date - the date the Invoice is Due.
• - the priority of the job. Priority 'None' will not be highlighted.
• External Reference Number - a reference to an external system for this job.
• Ring when ready - whether to phone the customer when the job is ready. This will only show if set in the Options section.
• Discount (%) - a discount for the job. It applies to the whole job.
• Deposit Amount - the deposit required for the job.
• Deposit Percentage (%) - the percentage of deposit required for the job.
• Deposit Sent Date - the date the deposit is due.
• Tax - the default tax rate. It can be overriden for each component.
• Currency - applies to the whole template.

Timeline

• Entered - the date the job was entered.
• Last Modified - the date the job was last modified.
• Job Start - the date the job should start.
• Proof - the date the customer requires a proof. Leave the date blank if no proof is required.
• Job Required - the date the customer requires the job.
• Invoiced - the date the job was invoiced.

Customer Contact Details

• Phone - the customer's phone number.
• Mobile - the contact's mobile number.
• Fax - the customer's fax number.
• E-mail - the contact's e-mail address.

Staff

• Entered By - the person who entered the job.
• Sales Rep - the sales representative for the account for this job.
• Operator(s) - the people currently working on the job (maximum of 3).
• Last Modified By - the person who last made a change to the job.

Recurring Job

• Recurring - whether to run the template as a recurring job.

Schedule

• Schedule - it includes days of the month, months, weekdays and run time. Choose a combination of these for the recurring job to be run.
• Months - select 1 or more, or none to run every month.
• Weekdays - select 1 or more, or none to run on any weekday.

• Run Time - the time of day the recurring job will run.
• Last Run - the date the recurring job was most recently run.
• Send to - the person to send the email to. As well as other Blaq Users, you can chose the Sales or Accounts contact for the account, these are set in the Customer's setup.
• BCC to - the person to BCC the email to. Set to 'None' for no BCC.
• From - the user the email is sent from. Automatically set as the sales representative for the account for this job. Any emails sent will then show up in the user's Sent Items in the Email section.
• Subject - the subject for the email.
  • Custom - you enter a subject.
  • Use Job Template Title - the title of the job template, once any variables are processed.
  • Use Attachment Title - the title of the attachment template.
• Custom Subject - a custom subject for the email.
• Attachment - the invoice template to attach to the email.

Account

• Account - the account(s) to use for the recurring job(s).
  • Use account from template: do not change the account from that chosen in the template
  • Use accounts from selected group(s): create a job for each account in the groups selected
• Groups - the customer group to create invoices for. Shown if 'Job' is set to 'Create job - use accounts from selected group(s)'.

Email

• Send Email - send an email when the recurring job is created.

Message

• The body of the email.
• Send as Plain Text/HTML - the format to send the email in.
• Add Signature - add the sender's email signature after the message body