How to change a field on a template

This lesson will very quickly go over the basics of changing a field on a default template.

Open up the document template you wish to edit in Word.

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Right-click on the field you want to edit and click edit field.

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Its important that you don't just edit the name here, as this will not work.

Type or copy and paste the new field you wish to use.

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A full list of available fields is here: http://support.servicem8.com/entries/388498-what-fields-are-available-for-the-invoice-quote-work-order-templates

Click ok

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At this point you may need to correct your font type and size.

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Repeat for any other fields you wish to change.

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If it helps design, you can actually shorten this text without effecting the merge field. Ensure it doesn't have the spell check red line underneith though as this will break the link.