Library of Services, Terms & Notifications

Learn how to create and manage your service templates, terms templates and email notification templates!

24 articles in this collection
Written by Dane Thomas, Tom Maxwell, Jeff Borlaza and 6 others

Service Templates

Creating services in Ignition

Learn how to create services that win more business! Once you create the service, customize it on a per client basis in your proposals.

Written by Ella Buan
Updated over a week ago

Billing Types: On Acceptance

Bill and collect payments for project (one-time) services upfront using the On Acceptance billing type

Written by Ella Buan
Updated over a week ago

Billing Types: On Completion

Bill and collect payments for project (one-time) services once the work is complete using the On Completion billing type

Written by Ella Buan
Updated over a week ago

Billing Type: Estimates

Provide your client an estimate and bill once the work is complete using the Estimates billing type

Written by Ella Buan
Updated over a week ago

Billing Type: Included Services

Provide your client with a service at no cost using the Included billing type

Written by Ella Buan
Updated over a week ago

Writing Service Descriptions

Written by Ella Buan
Updated over a week ago

Importing and Updating Services In Bulk Using a CSV File

Use the service import if you have a large number of services to manage.

Written by Ella Buan
Updated over a week ago

Edit, Duplicate And Delete (Archive) Services in Service Library

Learn how to quickly manage your service library using the edit, duplicate, and archive functions.

Written by Jeff Borlaza
Updated over a week ago

Using Service Terms To Dynamically Create Relevant Contracts

If you have terms and conditions you only want to include in a contract when a specific service is included, use service terms.

Written by Lizzie Rutledge
Updated over a week ago

How to Create World-Class Services

Written by Tom Maxwell
Updated over a week ago

Terms Templates (Letter of Engagement)

Create & customize your engagement letter templates

Create your own engagement letter templates, or use our free template! Use our rich text editor to customize it till your heart's content.

Written by Ella Buan
Updated over a week ago

Template editor and formatting

Learn how to use our template editor for your terms templates!

Written by Ella Buan
Updated this week

STP, TPAR & BAS Authority Templates

Here are some service, terms and email templates that you can use when you are creating STP, TPAR & BAS Authority proposals!

Written by Pat Kuo
Updated over a week ago

Individual Income Tax Return - Australia

Australian Income Tax Return (ITR) Resources

Written by Norman Ieng
Updated over a week ago

Creating a Client Termination / Disengagement Letter

Do you have a problem client? You can use Ignition to send a disengagement letter for your termination of service.

Written by Katelyn Zomar
Updated over a week ago

Financial or Reporting Period in Engagement Letters

Written by Jeff Borlaza
Updated over a week ago

Archiving Engagement Letter Templates

Written by Jeff Borlaza
Updated over a week ago

Notification Email Templates

Customizing email and system templates

Use our templates or add your own email templates and customize them till you are happy!

Written by Ella Buan
Updated over a week ago

Adding a form to the proposal acceptance email

Insert a link to your client intake form within your proposal acceptance email to automate your new client onboarding!

Written by Jeff Borlaza
Updated over a week ago

How to set up multiple "New Proposal" Email templates

You can have as many new proposal email templates as you like on our Pro & Scale plans. Learn about our recommended best practices here!

Written by Tom Maxwell
Updated over a week ago

Adding a Partner Signature To Your Templates

Written by Ella Buan
Updated over a week ago

Creating, Editing & Adding Brochures

Brochure service FAQs

Learn about the specialty brochure creation service that we provide!

Written by Ella Buan
Updated over a week ago

Brochure Display Issues

Resolve your brochure display issues by following the instructions here.

Written by Reid
Updated over a week ago

How do I make sure my brochure meets the upload file size limit?

Use an online tool to compress your PDF files to meet the 5MB file size limit.

Written by Dane Thomas
Updated over a week ago