Job Templates - Mobile App
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 in the mobile app.

To create a job template, follow the process of creating a new job. (To learn more about how to create a job in the mobile app, click here.)

Once you are creating a new job record, toggle on Save as Template in the top right corner. The details you enter for this job will now be saved as a template for future use!

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If you'd like to use a job template in the future, select Import Template in the top left corner when creating a job.

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To view all of your job templates, navigate to the Work tab in the bottom menu and then select Templates.

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Video Tutorial

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