Help center

Opserly Documentation

Step-by-step guides for every module — from your first login to invoicing, field jobs, workflows, and reporting.

Customize document templates

Branded PDFs for invoices, POs, and customer-facing documents.

Document Templates use merge fields tied to record data.

  1. 1

    Open Document Templates

    Config → Document Templates.

  2. 2

    Edit template

    Use the rich editor and insert merge fields for customer name, line items, totals, etc.

  3. 3

    Generate from record

    On any supported record, choose Generate PDF to preview the output.

← Manage roles and permissions