Creating job templates

Job templates allow you to save time by combining labour, parts, and checklists for frequently occurring jobs into a template that can be applied when creating jobs, without having to enter the individual components each time.

This article shows you how to create a new Job Template using the Admin Console.

Tip: Learn how to view and edit existing job templates here.

Tip: Learn how to apply Job templates here

 

  1. Click mceclip0.png from the Side Menu
  2. Click mceclip1.png from the tabs at the top, or from the expanded Side Menu
  3. Click mceclip2.png

mceclip10.png

  1. Click mceclip4.png and enter a name for the template
  2. If you’d like to apply a checklist, click mceclip5.png to search checklist(s) then click  to add
  3. Click mceclip6.png to search for any relevant labour types then click  to add
  4. Click mceclip7.png to search for any relevant part(s) then click  to add
  5. Click mceclip8.png to search for any relevant skill(s) then click  to add
  6. Click mceclip9.png
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