Creating Custom Templates

Kickserv supports custom templates for estimates, invoices, and work orders.

In this article, we will cover:

Available Objects
Template Samples

Note: Kickserv does not directly offer services to build and update custom code, but we do provide you with multiple sample templates below and all the Liquid code you or a web designer need to design your template.

Available Objects

The following are the available objects for use in custom templates. Select the object below to see the available attributes.

To learn all the details on how to use these fields, please refer to the excellent Liquid for Designers guide.

Template Samples

The following are prebuilt template samples available for your use.

Invoice (Service)
- Standard Invoice with customer service address only
Invoice (Billing)
- Standard Invoice with customer billing address only
Invoice (Service & Billing)
- Standard Invoice with customer service & billing addresses
"Old Style" Invoice
- Invoice formatted to match old Kickserv design
Invoice for Windowed No. 10 Envelopes
- Standard Invoice formatted for windowed No. 10 envelopes
Estimate (Service)
- Standard Estimate with customer service address only
Estimate (Billing)
- Standard Estimate with customer billing address only
Estimate (Service & Billing)
- Standard Estimate with customer service & billing addresses
"Old Style" Estimate
- Estimate formatted to match old Kickserv design
Estimate for Windowed No. 10 Envelopes
- Standard Estimate formatted for windowed No. 10 envelopes
Work Order (Service)
- Standard Work Order with customer service address only
Work Order (Billing)
- Standard Work Order with customer billing address only
Work Order (Service & Billing)
- Standard Work Order with customer service & billing addresses