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Set Up Templates

View Template Library

Edit Your Templates

Hiding Columns in your Templates

Template 1 - Black Diamond - Estimate

Template 1 - Black Diamond - Job

Template 1 - Black Diamond - Invoice

Template 2 - Orange Circle - Estimate

Template 2 - Orange Circle - Job

Template 2 - Orange Circle - Invoice

Template 3 - Green Leaf - Estimate

Template 3 - Green Leaf - Job

Template 3 - Green Leaf - Invoice

Template 4 - Blue Snowflake - Job

Template 4 - Blue Snowflake - Invoice

Template 5 - Rainbow Wheel - Estimate

Template 5 - Rainbow Wheel - Job

Template 5 - Rainbow Wheel - Invoice

Template 6 - Blue Cube - Estimate

Template 6 - Blue Cube - Job

Template 6 - Blue Cube - Invoice

Ronsy

How to set up and manage templates for your estimates, work orders and invoices

Templates

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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