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:
- Go to Jobs > Manage Jobs and select the job you want to save as a template.
- From the job profile, click
Save as Template. A new window will pop up. - Enter a name and description for the template.
- Click Save.
*Note: Any change orders are ignored when saving a job template.
To edit or delete an existing template:
- Go to Admin > Job Templates and select the template you want to modify or remove.
- Click
Edit Template. - 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.
- Click Save.
- 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.