To Access the Work Order Designer:
Select Tools | Location | Work Order Designer
You use the Work Order Designer to customize the overall design of your Work Order documents, so that they reflect your company image. You can set foreground and background colors, or use pre-defined color combinations. You can specify text that you want to display on the work order, such as your company name and address, and your company slogan.
NOTE: The Work Order Designer dialog is a What You See Is What You Get (WYSIWYG) dialog. That means that as you change design parameters, you can see the affect of your changes interactively on the top of the form. You can also use the Print Preview to see it on paper.
You may use pre-printed Work Order Documents. Your pre-printed paper must, or course, meet the software's specifications. Pre-printed paper is very similar to ordering company letterhead from a commercial printing company.
Your pre-printed paper may contain:
Follow these suggested steps before ordering your pre-printed paper:
If you use computer printers incapable of printing colors, you will need to experiment with the Work Order designer and your printer to get the desired results. Some black and white printers do a great job of printing shades of grey.
Use the toolbar's Print Preview tool to see how your documents will look.
To specify Pre-Printed Work Order Documents
Check the I Use Pre-Printed Work Order Documents checkbox
Set your top and bottom margins (experience has shown that top = 0.6 and bottom = 0.75 works well - you will need to experiment, as these are printer-specific settings)
To set specific colors for a form element:
Click the color sample labelled Banner Fore Color, Banner Back Color, Document Type Fore Color, or Footer Fore Color.
When the Color palette is displayed, click (or mix) the desired color for the element.
Click OK.
To use one of the pre-defined color combinations that comes with the software:
Click the down arrow labelled Suggested Color Combos.
Choose a combo from the list.
If you do not use pre-printed work order forms, you can specify the company information to be printed on the Work Order documents. Be sure to include:
your company name (will appear in a large font in the header),
your company slogan (will appear below the company name in the header), and
two footer lines.
To change the default font sizes for the Company, Slogan, Title, or Footer, overstrike the default values.
CAUTION: Be certain not to use white as a foreground color! And be certain not to use the same (or similar foreground and background colors. These errors, of course, will make text seem to disappear on your Work Order documents.
Be sure to use the Spell Checker tool as required.
Use the toolbar's Print Preview tool to see how your documents will look.
Use the Cancel tool to close the Work Order Designer without saving your changes
Click Save / Exit to save the design settings and close the Work Order Designer window.
Note: Each copy of the work order, technician instructions, technician inspections, credit slip, invoice, will have the document number and page number as the very last line. Make sure your margin settings have enough space to accommodate them.
Location Defaults (18:13)