Certificate templates

When a maintenance visit is completed, the customer gets a service certificate as a PDF on WhatsApp. This tab decides what that certificate shows, and what happens after it is sent.

Go to Settings › Certificate templates.

1. New template: add a certificate template.
2. After the visit: the Google review ask and the check-in distance, which apply to every certificate.

Below these is each template, such as Suriya Solar’s Solar service certificate, with its lines and where each value comes from. Use the pencil to edit it and the bin to delete it.

Tip

Keep a line for the reading the customer cares about, such as Generation reading (kWh) for solar. Set it to Filled in by the technician so it’s filled in at every visit.

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Create a certificate template

1. Click New template.
2. Fill in Title (English), for example Service certificate, and Title (Tamil).
3. Give it a Reference, for example amc_visit. The reference can’t change once created.
4. Under Lines on the certificate, set each line: its English label, its Tamil label, and where the value comes from:
   • A field on the record: type the field label, for example System size kW.
   • The visit’s outcome: what the technician reported.
   • Filled in by the technician.
5. Click Add line for more lines.
6. Add Footer (English) and Footer (Tamil) if you want.
7. Turn Show the visit photos, Show the parts used and Show the next visit date on or off. All three start on.
8. Click Create template, or Cancel.

A new template starts with two lines: a blank record field, and Work done from the visit’s outcome.

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Set the review ask and check-in distance

The After the visit card applies to every certificate.

1. Click Edit on the card.
2. Fill in:
   • Google review link: in Google Business Profile, open “Ask for reviews” and copy the link. Leave it empty to send no review asks.
   • Minutes after the certificate: how long after the certificate the review ask goes, then the next moment inside your working hours.
   • Ask each customer at most once in (days): from 30 to 365.
   • Flag a check-in farther than (metres): when a technician taps Reached site and shares his location, the job shows how far he was from the customer’s address.
3. Click Save, or Cancel.

Note

The review ask and the check-in distance depend on your plan. Locations are kept for 90 days.

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Delete a template

1. Click the bin on the template.
2. Confirm Delete certificate template.

Certificates already sent keep their PDF. New visits stop using this template.

Important

If a contract plan uses the template, Setaflow says Template in use. If you click Delete anyway, those plans fall back to the first active template.

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Where it shows up

• Certificates lists every certificate sent.
• Each contract plan chooses which certificate its visits close with.

Good to know

• Owners and Admins can open this tab, if your plan includes contracts.
• No templates yet? Add one with New template, or ask Setaflow to install your trade’s starter pack.

What’s next?

• Choose the certificate for each contract plan

Related articles

• Certificates
• Field jobs
• Custom fields