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Template Building (Updated)

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This PowerPoint instructs you on how-to add and edit existing templates in Husky. Our template builder gives you full control on the look and feel of your forms to better suit your needs.

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Template Building (Updated)

  1. 1. © Husky Intelligence 2017 Adding and Editing Templates Wednesday, December 6, 2017 Jonathan Frederick
  2. 2. Purpose Here at Husky Intelligence we are continually striving to make this software more user friendly and easier to navigate. The process of adding and editing forms is a new feature which allows you to have full control of the forms. This PowerPoint shows you the necessary steps to create a new template.
  3. 3. HUSKY INTELLIGENCE Defined by FLEXIBILITY POWERED by A.I. We are going to build a new Customer template. This procedure can be replicated throughout the system for estimates, work orders, invoices, and more. -From the Customer section click on the gear icon in the top-right corner. -Then, select ”Edit Forms.”
  4. 4. HUSKY INTELLIGENCE Form Building Click the ”Add New” button on the top left of the list. If you wish to edit one of the pre-existing forms, select the desired form. You will then get a blank canvas which looks like this:
  5. 5. HUSKY INTELLIGENCE Form Building Using the image from the previous slide, you can: -Name your forms -Name and add tabs -Transfer pre-existing templates -Create and add new fields -Add pre-existing fields -And more The next slide will show you how to create a new field.
  6. 6. HUSKY INTELLIGENCE Form Building -Click the ”Create a new field” button on the right side.
  7. 7. HUSKY INTELLIGENCE Form Building -Here you can name your field -Select which type of field you want it to be including input, text area, checkbox, radio button, attachment, combo-boxes, and more -Default the field to have text or other items -Have the field a read only -Make the field a requirement prior to saving
  8. 8. HUSKY INTELLIGENCE Form Building -Operative Type – instructs the field on how to operate, particularly during searches -Group – allows for the field name to appear on reports and lists as columns
  9. 9. HUSKY INTELLIGENCE Form Building Your field has now been added! You can move this field by clicking and holding on the white space of the field and moving to the desired location. You can delete the field by clicking the red ”X.” You can edit this field by clicking on the blue gear icon. Once you are finished, click the Save button.
  10. 10. INDUSTRIES WE SERVE LAWN CARE, LANDSCAPING AND SNOW AND ICE MANAGEMENT HVAC INSTALLATION, REPAIR AND MAINTENANCE COMPLEX EQUIPMENT INSTALLATION AND MAINTENANCE FACILITY MAINTENANCE ELECTRICAL CONTRACTORS AND REPAIR PLUMBING CONTRACTORS CLEANING AND MAID SERVICES
  11. 11. huskyintelligence.com @HuskyIntelligenceU S HuskyIntelligenceUSA @HuskyIntelliUSA http://www.linkedin.com/company/ huskyintelligenceusa

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