Job Templates in the Mobile App
Learn how to set up job templates in the web app & then how to fast-track your scheduling & invoicing in the mobile app!
Saxon Want avatar
Written by Saxon Want
Updated over a week ago

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.

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