Job Templates allow you to create common jobs to quickly fill out a new job form with one click. With Job Templates, you can specify the Job Title, Location, Notes, and an auto-generated Basic Invoice to be automatically inserted into your new job form.
Creating a Job Template
Begin by navigating to Jobs in the left-side menu, then selecting Create Job.
Instead of entering your job details as normal, select Create Template.
You can now enter the details for your job template. A job title is required, but you can add a subtitle, assigned users, job tags, notes, and files if needed. Enter a location for your job in the location field if it's always the same. In most cases, you will leave this blank so that the customer's address is automatically inserted into the field instead. Press Save Job after entering your details.
To edit or delete your template, navigate to Jobs, then Templates, and select the pencil icon to edit or the trash icon to delete your template.
Using Job Templates
To use a job template, begin by selecting Create Job, then select Import Template before entering any details. You can then choose a template from the dropdown list. The template details will auto-populate into your job record, saving you time and ensuring consistency.
Have additional questions?
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