Document Templates

Document Template Overview
Document templates allow you to completely customise the look and formatting of the following documents in WorkGuru: Quotes Invoices Projects Purchase ...
Mon, 10 Jun, 2019 at 5:12 PM
Merge Field Reference
*Note merge fields are case sensitive. Merge Field Merge Field Name Notes QUO INV PRO PO PG ASS Asset [AssetName] Y Y Y N N Y As...
Wed, 24 Jun, 2020 at 5:09 PM
Create a New Document Template
New Document Templates can be added to WorkGuru from the Add Template button on the top right of the Document Template dashboard.You will need to have creat...
Thu, 23 Jan, 2020 at 6:14 PM
Edit an Existing Document Template
You can edit an existing document template by clicking on the Download Template option in the Document Template dashboard. From the WorkGuru menu go to...
Fri, 24 Apr, 2020 at 11:04 AM
Invoice Document Template Library
Attached are the current default WorkGuru invoice templates for download.     These templates are to be edited to make them specific to your WorkGuru.   Ple...
Tue, 14 Jul, 2020 at 2:13 PM
Quote Document Template Library
Attached are the current default WorkGuru quote templates for download.     These templates are to be edited to make them specific to your WorkGuru.   Pleas...
Tue, 14 Jul, 2020 at 2:16 PM
Project Document Template Library
Attached are the current default WorkGuru project templates for download.     These templates are to be edited to make them specific to your WorkGuru.   Ple...
Tue, 14 Jul, 2020 at 2:17 PM
Purchase Order Document Template Library
Attached are the current default WorkGuru purchase order templates for download.     These templates are to be edited to make them specific to your WorkGuru...
Tue, 14 Jul, 2020 at 2:21 PM
Asset Document Template Library
Attached are the current default WorkGuru asset templates for download.     These templates are to be edited to make them specific to your WorkGuru.   Pleas...
Tue, 14 Jul, 2020 at 2:23 PM
WorkGuru Document Templates - All Templates
Attached are the current default WorkGuru document templates for download.     These templates are to be edited to make them specific to your WorkGuru.   Pl...
Tue, 14 Jul, 2020 at 2:29 PM