Custom Documents

Along with regular type document templates and bespoke layouts we also have a system called "Customer Documents".

These customer documents have associated with them a set of questions which you the user has created. So for example you might create a completion certificate document with three questions. The questions would be answered for each job like "Was the job fully completed yes/no", "What was the circuit resistance?", and maybe "Was the site left clean and tidy".

The answers to these questions would be exported at the time of the creation of the document for the job in question and could be issued to the client or held on record.