Setting up job templates

Job templates make it easy to set up jobs that are similar in scope. When creating a new job, you can apply any of the templates you have previously saved.

To set up a new job template:

  1. Go to Jobs > Manage Jobs and select the job you want to save as a template.
  2. From the job profile, click  Save as Template. A new window will pop up.
  3. Enter a name and description for the template.
  4. Click Save.
    *Note: Any change orders are ignored when saving a job template.

To edit or delete an existing template:

  1. Go to Admin > Job Templates and select the template you want to modify or remove.
  2. Click Edit Template.
  3. Change the template's name and description, delete the template or mark it as the Default template. This will automatically apply the template when setting up a new job.
  4. Click Save.
  5. You can also choose to modify the template's stages and tasks. From the template's profile, click the edit button for the respective section to make your changes.

 

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