Smart Contractor
Printed Forms Setup

To open the Printed Forms Setup form, in the dropdown menu at the top of the screen, go to Setup > Other > Printed Forms.

The Printed Forms Setup form allows you to define a customized letterhead to appear at the top of all printed forms and documents, including all merge documents, invoices, purchase orders, and work orders.

The following prompts allow you to determine the format of your printed page heading:

Letterhead Image File:

Click Browse to browse for the file containing your company letterhead graphic image. The image will be displayed in the top of your printed (or emailed) customer merge documents.

Max Image Height:

Enter the maximum height to display the letterhead image, in pixels. There are 1440 pixels to an inch, and 567 to a centimeter. So for example, if you want the image to appear 1.5 inches high, enter 2160 pixels (2 inches = 2880 pixels, etc.). Or if you want the letterhead to appear 2 cm high, enter 1134 (3 cm = 1701 pixels, etc.). If you leave the Max Image Height zero, the height will default to 2 inches (2880 pixels), or 5 cm.

Form Logo Image File:

Click Browse to browse for the file containing your company logo graphic image. This image will be printed in the top left corner of printed forms such as invoices, purchase orders, etc.

Watermark Image File:

Click Browse to browse for the file containing an image that you would like to have appear in the background of your printed documents.

Watermark Option:

Select an option to position the watermark image.

Print Company Name:

Depending on the content of your company logo/letterhead graphic, you may also want your company name printed. Check this option to print your company name.

Print Address:

Depending on the content of your company logo/letterhead graphic, you may also want your company address printed. Check this option to print your company address.

Print Phones:

Depending on the content of your company logo/letterhead graphic, you may also want your phone numbers printed. Check this option to print your phone numbers.

Print Email:

Depending on the content of your company logo/letterhead graphic, you may also want your email address to be printed. Check this option to print your email address.

Note: You will notice that the program automatically formats the printed company name, address, phones, and email according to the width of your company logo graphic image. If the logo image takes up most or all of the width of the page, the rest will be printed below it. Otherwise they will be printed to the right of it.

Invoice Note:

The Invoice Note is printed at the bottom of all invoices for all customers. Enter a note something like:

"All work is guaranteed to be as specified and to be performed in accordance with the drawings and specifications submitted in a substantial and workmanlike manner."