Job Templates
Create reusable templates for common job types
What Are Job Templates?
Job templates are pre-configured job setups that you can reuse for common service types. They save time by pre-filling job details, checklists, and pricing information.
Creating a Template
Go to Settings → Job Templates and click Create Template:
Template Name
e.g., "AC Tune-Up"
Service Type
Category of service
Default Duration
Estimated time
Description
Standard job description
Checklist
Steps for technicians
Default Pricing
Standard charges
Required Skills
Tech qualifications needed
Template Checklists
Add standardized checklists to ensure consistent service:
Example: AC Tune-Up Checklist
Using Templates
To create a job from a template:
Click + New Job
Click Use Template
Select the template
Add customer and scheduling information
Modify any pre-filled details if needed
Save the job
Template Categories
Organize templates by service category:
HVAC
AC repair, furnace tune-up, installation
Plumbing
Drain cleaning, water heater, faucet
Electrical
Panel upgrade, outlet install, lighting
Maintenance
Seasonal tune-ups, inspections
Template Pricing
Set default pricing on templates:
Flat Rate
Fixed pricing for the service
Hourly Rates
With minimum hours
Add-on Services
Optional materials
Tiered Options
Good/Better/Best pricing
Pro Tip
Create templates for your most common jobs. A well-designed template can reduce job creation time by 80% and ensure consistent service delivery.