Forms
Let's look at how to create a custom form in GlassBiller.
Last updated
Let's look at how to create a custom form in GlassBiller.
Last updated
GlassBiller allows you to create custom forms that you can quickly and easily send to your customers for digital signatures. On the job screen, click the forms tab to get started.
To create a new form, select the manage GB form templates button, then the create button on the next screen.
Name the form , and then create the body of the form, using any of the shortcuts on the left to pre-populate the correct information, like the customers name or the scheduling date. You can also use the buttons at the bottom to add a signature or initial block.
You can choose the template you want to send from the drop down. Choose who should sign the form in the box, then click create and view. If everything is satisfactory, you can download the form, print it, attach it to the job, or share it with the buttons.
