RemOnline offers a set of standard documents for your company. Navigate to the Settings > Print templates page to view and edit the existing document templates. The system fills out your company, client, work order, sales, invoice, asset and product information automatically via variables. This way, RemOnline saves your time by reusing the information you've already entered before.
Note: each of your locations has its own document templates.
There are 7 document groups in the system: Work Orders, Work Orders list, Invoices, Sales, Product and Service Labels, Asset Labels, and Other. Let's consider each of them in detail.
Work Orders document group
Print Work Orders documents on the following pages:
The Work Order profile. Hit the 🖨️ button in the work order event feed
The Work Orders table. Select the order you need to print, hit the 🖨️ button, and select the Print documents option
View your available print templates for this group on the Settings > Print templates page.
Work Order List document group
Print your work orders list on the Work Orders page. Just select one or multiple work orders, hit the 🖨️ button, and select the Print work orders list option.
Navigate to the Settings > Print templates to view the Work Order List template. Use this template to provide delivery employees with information on the delivery route for several work orders.
Invoices document group
Print Invoice documents on the Finance > Invoices page by one of the following ways:
In the invoice profile. Hit the 🖨️ button to print the selected invoice
In the Invoices table. Select one or several invoices, click the More actions button, and choose the Print documents option
Find your Invoice document template on the Settings > Print templates page. You can always configure document templates of this template group or create new ones.
Sales document group
Discover your existing Sales document templates on the Settings > Print templates page.
Product and Service Labels document group
With RemOnline, you can print your product labels in your inventory and your work labels in the Services and Labors list. We understand that this procedure usually involves thermal printers. This is why RemOnline allows you to create multiple labels of different sizes. Find out more about label printing here.
Asset Label document group
You can print your asset labels in your inventory and asset profile. We understand that this procedure usually involves thermal printers. This is why RemOnline allows you to create multiple labels of different sizes. Find out more about label printing here.
Other document group
The Other group includes price tag template. Just like labels, print your product price tags in RemOnline inventory and service price tags in the Services and Labors list. Find out more about price tag printing here.