Creating Job Templates - CS

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 contracts 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’. You can then start to fill in the details you require and 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 let's give it a go and raise a job from your template by clicking ‘Create Job’.

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

Job templates were added in update v4.331 r26.