Templates & Catalogs
TemplatesAll templates of your account on one page: form templates, report templates, the automation's notification templates and — with the invoicing feature — the documents with footers and number ranges for invoice, cancellation, delivery note, order confirmation and quote.Form EditorThe full-page editor for form templates: build your own questions in your own order from 18 field types, with conditions (Visible when · Required when), validation, photo requirements, scoring with a pass threshold, AI translation into your employees' languages — and turn a reported defect into an assigned task via a rule under Automation.CatalogsAll master lists of your account on one page: incident categories, task categories, task phases, service types, material (categories, units, sizes, rejection reasons, warehouses, item number range), status definitions, qualifications, text snippets, customer categories (with the contact number range) and object categories.Task PhasesMaintain task phases: create, rename, reorder and delete custom phases between “Open” and the final phases — used as the status in the task list, the task drawer, the app and in automation.