> ## Documentation Index > Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt > Use this file to discover all available pages before exploring further. # Setting Up Job Templates > Build a reusable job template in FieldPulse so every repeat work type starts with the right details, scheduling rules, forms, and materials. > **Who uses this:** You build a job template from the Create Job screen. The FieldPulse user roles matrix lists **Create & edit Jobs** as Yes for Admin and Team Manager, own jobs only for Service Agent, and No for Limited Agent. **Availability:** All regions · web app and mobile app. When the same kind of work comes up again and again, a job template saves that setup once so every new [job](https://www.fieldpulse.com/features/job-management) of that type opens prefilled. You build the template one time, and your team stops rebuilding the same job by hand for every visit. ## Overview A job template is a saved record that FieldPulse uses to pre-fill new jobs, so a new job is ready in one click. The template holds the parts of the work that stay the same from one visit to the next — the job title and subtitle, assigned users, job tags, notes and files, the location, the scheduling parameters, the [custom forms](https://www.fieldpulse.com/features/custom-forms) your team fills out, and the material list for that work type. On the web app you create a template from the **Create Job** screen and manage it from the **Templates** tab of the **Jobs** page. In the mobile app you save a job you are already creating as a template, and you find your saved templates under **Work** > **Templates**. Starting a new job from a saved template is covered in [How to Use a Job Template](/jobs/jobs-tasks/using-job-templates). ## Before you begin * Create the custom forms you want the template to carry. Custom forms are built in **Company Settings** — see [How to Create a Custom Form](/jobs/custom-forms/create-a-form). * Decide which work types repeat often enough to be worth saving as a template. * Have the scheduling rules for that work type ready — how many team members it takes, how long it blocks on the calendar, how much lead time it needs, and which skills qualify someone to work it. ## Step-by-step setup ### 1. Open the Create Job screen 1. Go to **Jobs** in the left-side menu. 2. Select **Create Job**. The Jobs list under Work in the left-side menu, with the green Create Job button highlighted in the top right ### 2. Switch to Create Template Instead of entering your job details as normal, select **Create Template** in the row of actions above the job form. The Create Job screen with Create Template highlighted in the action row beside Import Template, Create recurring job, and Create Task ### 3. Enter the template details 1. Enter a **Job Title/Description**. This is the only required field on a template. 2. Add a **Job Subtitle**, **Assigned Users To Job**, **Job Tags**, notes, and files if you want them on every job built from this template. 3. Set the **Location**. Enter an address only when the work always happens at the same place — in most cases you leave this blank so the customer's address is inserted automatically instead. You can also enter location coordinates in Decimal Degrees (for example, `34.0522, -118.2437`) or Degrees, Minutes, Seconds (for example, `34°03'08"N, 118°14'37"W`). 4. Select **Save Job**. The template form with Job Title/Description set to Basic AC Evaluation, Job Subtitle 30 Minute Session, two job tags, and the Save Job button highlighted ### 4. Add the scheduling parameters Scheduling parameters are optional, and they make scheduling from the template faster. When you schedule a new job created from this template, [How to Find Availability](/scheduling-dispatch/availability/finding-availability) takes these parameters into consideration. Each one is described in the Settings reference below. The Scheduling Parameters panel on a job template showing Team Members Needed, Team Members, Time Slot Duration, buffers before and after, Lead Time in days, Skills user tags, and a Booking Window per weekday ### 5. Attach custom forms A job template can include pre-designed custom forms that you have created or imported, so your team gathers the same information on every job of that type. Custom forms on job templates work on the web app and on the mobile app. 1. Select **Jobs** under the **Work** tab, open the **Templates** tab, and select the template you want to add a form to. 2. On the template record, select the **Forms** tab in the top menu. The Templates tab of the Jobs page listing job templates, with the Humidity Check template underlined The Humidity Check template record on the Info tab, with the Forms tab highlighted in the top menu 3. Select the green **Create New** button. You can select it again later to attach more than one custom form to the same template. 4. Choose the form you want to attach from the **Select a Form Type** list. The Forms tab of the template record with the green Create New button highlighted above one already-attached form The Select a Form Type list showing the custom forms available to attach to the template 5. Select the blue **Save** button on the form. The attached Rebate Template #1 form open on the template record with the blue Save button highlighted and a Not saved label beneath it The template record Forms tab now listing two attached forms, with the newly added Rebate Template #1 highlighted The form is now attached to the job template and is available to be filled out every time a job is created from that template. A job record created from the Humidity Check template, with the Forms tab highlighted in the top menu The Forms tab of the job created from the template, listing both forms that were attached to the template ### 6. Add a material list Material lists work on a job template the same way they work on an estimate or an invoice, so you can standardize the materials a common job needs. 1. From the template record, select the **Material Lists** tab next to the **Subtasks** tab. 2. Add materials to the list the same way you would on an estimate or invoice, then save. A job template record with the Material Lists tab highlighted next to Subtasks in the top menu Once saved, those materials are automatically included in any new job created from this template.