Rather than manually typing out the same line item contents for common jobs, Gas Engineer Software allows you to create templates for future use.
Each template includes a description, unit amount, price, and VAT rate, but can also be modified for that specific quote/invoice.
To create and use a line item template, you'll need to be on the quote/invoice creation window. Click for a full guide on creating a quote/invoice.
On the web portal
Click "Add Item" to add a new line item
Click "Use Template" in the top left corner.
The "Line Item Template" pop-up shown below will appear.
Select "Create new template":
Give your template a name. This will not be shown on the final quote/invoice, and is purely for your reference.
Enter text into "Template Description". This will be shown on your quote/invoice and be seen by customers.
Set the Template Quantity.
Set a Unit Price.
Set the VAT %.
Click "Save".
To use this template in the future, all you'll need to do is select it from the drop-down menu and click "Use Template".
Construction Industry Scheme (CIS) & Domestic Reverse Charge (DRC)
Gas Engineer Software supports adding both CIS and DRC to your invoices. Click here for a full guide.
On the mobile apps
After you have created your invoice:
Tap the "+" symbol in the top right corner of the screen
Tap "Use Template"
This is where you will select and use an already saved template in future. Tap the "+" icon in the top right corner to create a new one:
Give your template a name. This will not be shown on the final quote/invoice, and is purely for your reference.
Enter text into "Template Description". This will be shown on your quote/invoice and be seen by customers.
Set the Template Quantity.
Set a Unit Price.
Set the VAT %.
Click "Save".
To use this template in the future, all you'll need to do is select it from the Use Template menu and tap "Use Template".
If you have any questions, please contact us! You can:
📧 Email us at support@swfy.co.uk
📞 Call us on 020 7129 7058
💻 Message us through the software itself