Settings & Templates

This article covers:

• Settings menu items: APM Hub, My Company, Franchisees, Templates, Cost Codes, Integrations, Billing
• Document Templates tabs: System Documents, Letters, Emails, Invoice Templates, Folders, Pricebook Categories & Locations, Schedule - Templates, Colour Selection Templates, Building Spec Templates, Inspection Checklists, Holiday Calendar
• Uploading and replacing system documents (Quote Template, Variation Quote Template, Purchase Order Template, Invoice PDF Template, - Colour Selection Report, Building Specification Report)
• Adding Pricebook Categories (Single Storey, Double Storey, Acreage, Split Level, Duplex)
• Setting up Schedule Templates
• Configuring Cost Codes

Step-by-step guide

1. Open Settings > Templates Click Settings in the left-hand menu, then click Templates.
2. Review System Documents The System Documents tab lists all client-facing document templates: Quote Template, Variation Quote Template, Purchase Order Template, Invoice PDF Template, Colour Selection Report, and Building Specification Report. Click any row to download or replace the template file.
3. Configure Pricebook Categories & Locations Click the Pricebook Categories & Locations tab. The lower table lists build categories (Single Storey, Double Storey, Acreage, Split Level, Duplex). Click Add to create a new category. The top table is for geographic locations — click Add to define regions if needed.
4. Set up Schedule Templates Click Schedule Templates and click Add to create a new template. Name it, then add the schedule stages that will auto-populate when a job uses this template.
5. Configure Cost Codes Click Settings > Cost Codes. Cost codes link purchase orders and bills to budget categories. Click Add to create a new code (e.g. 010: Contour Survey, 012: Soil Test).
6. Set Builders Margin & GST In Settings > My Company, set your Default Builders Margin (%) and GST (%). These apply to all new proposals and price books automatically.

Important: Template files must be in .docx format. Download the existing template first to see the merge-field structure before replacing it.