<h2>Overview</h2><p>Custom Documents let you create branded document templates for proposals, reports, contracts, and other documents your business needs.</p><h2>What You Can Do</h2><ul><li><strong>View documents</strong> — See all custom document templates</li><li><strong>Create documents</strong> — Design new document templates with a rich editor</li><li><strong>Use merge fields</strong> — Insert dynamic data from your records into documents</li><li><strong>Edit or delete</strong> — Update or remove existing templates</li></ul><h2>How to Access</h2><p>Navigate to <strong>Settings → Custom Documents</strong>. Available when the Custom Documents module is enabled.</p>

Design and manage custom document templates.

Custom Documents

Getting Started

To get started with Forz, the account administrator needs to complete five simple steps to set up the organization and get it ready to go in Forz.

Company Setup: First Steps in Forz

Learn how to show, hide, or reorganize modules in the sidebar. 

Customize Sidebar Navigation

Learn how to edit widgets, resize layouts, and manage multiple dashboards.

Customize Your Dashboard

Discover how to schedule jobs or events from a job or from the calendar.

Scheduling Jobs or Events

Learn how to easily get in touch with Forz Support and share in-context requests for seamless communication.

Submit Feature Requests, Bug Reports, or Feedback

Invoice Management

Learn how to create an invoice for your customers.

Creating a New Invoice

Learn how to edit, share, mark invoices as sent, and set them as void.

Invoice Actions: Edit, Share, and Void

Learn how to record payments on your invoices

Receive Payments

Contact Management

Creating New Contacts

Learn how to link existing contacts to records.

Linking Existing Contacts

Learn how to edit, merge, delete, or set a contact as primary.

Contact Actions

Settings

Manage your company profile, contact information, address, and logo.

Company Settings

Manage your subscription plan and billing information.

Subscription

Manage team members, roles, permissions, and user accounts.

Users

Configure tax rates for invoices, estimates, and sales orders.

Taxes

Set up and manage payment terms for invoices.

Payment Terms

Configure the customer-facing portal for sharing documents and updates.

Customer Portal

Manage fire protection system types and their configurations.

Systems

Configure default settings and messages for invoices.

Invoices

Configure default email messages for purchase orders.

Purchase Orders

Configure default email messages for estimates.

Estimates

Configure default email messages for jobs.

Jobs

Define the types of jobs your company performs.

Job Types

Create reusable templates for common job configurations.

Job Templates

Build custom filtered views of your data.

Smart Lists

Create reusable task templates for standardized workflows.

Task Templates

Add custom data fields to records across your system.

Custom Fields

Customize status workflows for different record types.

Status Options

Define action codes for categorizing work performed.

Action Codes

Create and manage labels for organizing records.

Labels

Import data from CSV files into your Forz account.

Data Imports

Configure inbound email and notification settings.

Email Notifications

Create and manage reusable email templates.

Email Templates

Define skills that can be assigned to users and matched to jobs.

Skills

Organize inventory items into categories.

Item Categories

View and restore recently deleted records.

Trash Bin

Create automated workflows to streamline your processes.

Workflows

Connect Forz with third-party services like QuickBooks Online.

Integrations

Enable or disable feature modules for your account.

Modules

View history of record reassignments between users.

Reassignment Logs

Configure route planning settings for field operations.

Route Planner

Create and manage custom permission roles for your team.

Custom Roles

Define reasons for inventory quantity adjustments.

Inventory Adjustment Reasons

Configure time tracking settings for your team.

Timelogs

Create pricing tiers for different customer groups.

Custom Price Groups

Manage warehouse and storage locations for inventory.

Inventory Locations

How can we help you?

Help Center

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