Job Templates allow you to specify pre-defined, 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. In this guide, we'll demonstrate how to create a new Job Template.

Setting Up Job Templates

Click 'Company Settings' in the left side menu, select the 'Jobs' tab, and then select the 'Job Templates' secondary tab or click here to go directly to the Job Templates page.

How can we reach you?

Email: Support@fieldpulse.com

US

We’re available Monday-Friday 8:00am -6:00pm CST

US Customer Success Team Phone: 469-382-5668

AUS & NZ

We’re available Monday-Friday 8:00am -5:00pm AEST

AUS Customer Success Team Phone: +61 3 9917 5448

NZ Customer Success Team Phone: +64 9 801 0275

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