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© Husky Intelligence 2017
Adding and Editing
Templates
Wednesday, December 6, 2017
Jonathan Frederick
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.
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.”
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:
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.
HUSKY
INTELLIGENCE
Form Building
-Click the ”Create a new field” button on the right side.
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
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
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.
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
huskyintelligence.com
@HuskyIntelligenceU
S
HuskyIntelligenceUSA
@HuskyIntelliUSA
http://www.linkedin.com/company/
huskyintelligenceusa

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Template Building (Updated)