In this article, you will learn how to generate a custom document and send it to your clients.
Your Workiz account will automatically come with three document templates that you can send to your clients: estimates, invoices, and work orders.
While these documents can be customized to fit your business’s needs, you can also use the Custom Documents add-on to create custom documents from scratch to be used for different purposes.
How to generate and send a custom document
Open the job you want to generate a custom document for
Select the Files tab
Next to Documents, select Add new
Choose the custom document template you want to generate
Review the document and select Send
Complete the Send custom document fields and select Send email or Send text
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