Manage Templates (Create & Configure)

Templates define the structure of reports. Template Content is HTML (edited through a rich text editor) and supports placeholders called tags. When a report is generated, tags are replaced with real values (project/client/company metadata and report information).

Templates also include optional Header and Footer sections. Header and Footer are HTML editors too, with the same tag support as Template Content. Header/Footer appear on each page of the report (recommended for consistent branding).

Create New Template screen (Template Content + optional Header/Footer).

Project Tags dropdown (available placeholders).

Client Tags dropdown (available placeholders).

Report Tags dropdown (available placeholders).

Company Tags dropdown (available placeholders).

7.1 Create a template (step-by-step)

1. Open Templates from the left sidebar.

2. Click Create New Template (+).

3. Enter Template Name (required).

4. Optionally select Industry (for organization/filtering).

5. In Template Content, write the report layout (required). Use the formatting toolbar as needed.

6. Insert placeholders using the tag dropdowns: Project Tags, Client Tags, Report Tags, Company Tags.

7. Optional: expand Header and/or Footer and write content for each (same editor and same tags).

8. Click Create Template to save.

7.2 Default template tags (built-in placeholders)

These tags are available by default in the editor. Use them exactly as shown (including the #).

Project Tags

• #project_name : Project name

• #project_logo: Project logo image (if uploaded)

• #project_projectType: Project type (e.g., General Site, Construction, etc.)

• #project_timezone: Project timezone (used for scheduling and date interpretation)

Client Tags

• #client_name: Client name

• #client_email: Client email (if provided)

• #client_phone: Client phone (if provided)

• #client_address: Client address (if provided)

• #client_type: Client type (None / Commercial / Residential)

• #client_image: Client image (if uploaded)

Report Tags

• #report_from_date: Start date of the report range

• #report_to_date: End date of the report range

• #report_format: Report output format (PDF/HTML)

• #report_date: Date/time when the report was generated

• #report_summary: AI summary text (if enabled and generated)

• #page_number: Page number (useful in header/footer for multi-page PDF)

Company Tags

• #company_name: Company name

• #company_address: Company address (if provided)

• #company_ein: Company EIN (if provided)

• #company_phone: Company phone (if provided)

• #company_email: Company email (if provided)

• #company_signature: Company signature image (if uploaded)

• #company_logo: Company logo image (if uploaded)

• #company_header: Company header image (if uploaded)

• #company_footer: Company footer image (if uploaded)

7.3 Using Header and Footer

• Header/Footer are optional and repeat on every page.

• You can place image tags like #company_header or #company_logo in the Header section for letterhead branding.

• You can place #company_footer in the Footer section for consistent footer branding.

• Use #page_number in Header or Footer to show the page number in PDFs.

7.4 Validation and best practices

• Template Content is required. If it is empty, the system will show 'Template content is required' and block saving.

• Do not translate or modify the tag names; tags must remain exact (including the #).

• Keep templates simple and consistent across projects to reduce confusion for field teams.

• If you use #report_summary but AI Summary is disabled, the summary area may appear empty.