Creating Job Templates

This will show you how you can create a job template, which can help you to save time by not filling in the same information repeatably.

You can use job templates in a contract as well, which will be applied each time a job is created from a visit schedule.

First, go to Modules > Jobs > Job Templates.

Next, click on ‘New’ and fill in the details you require.

You can add materials that will always be populated for the job by clicking on ‘Items’.

Once you’re happy with the job template, click ‘Save’.

Now you can raise a job from your template by clicking ‘Create Job’.

You will be able to apply a job template from a contract and job sheet. Look at this video for more information on job templates.

Job templates were added in update v4.331 r26.