Skip to main content

Can I get a different layout for the PDF export of a Change Order Client?

For now there is one standard template for the export, but you can get your logo added, and AIMZ welcomes requests for customization via the chat.

For now there is one standard template for the PDF export of a Change Order Client. You can still get your own logo added, and AIMZ welcomes requests for changes to the template.

How to do it

  1. Save the change order and click Export at the top right. Check what you are missing in the setup.

  2. Use the export settings to choose what to show, for example markup, cost lines and revision.

  3. Send requests for a logo or other layout to AIMZ via the chat.

An open Change Order Client in AIMZ. 1 points to the Export button at the top right, which is greyed out here with the tooltip "You must save before exporting".

Good to know

  • You control the content of the export yourself in the export settings, even though the template itself is shared.

  • Export is greyed out until the change order has been saved.

  • Only PDF attachments are merged into the export.

  • Feel free to describe your request with an example when you send it to AIMZ.

Related questions

Did this answer your question?