Create a new Job Template
- To view job templates, click ‘Templates‘ on the main screen of the Jobs Module.
- To add a new job template, click ‘New‘.
- Enter the template details and click ‘Save‘.
- An empty estimate screen will be displayed. Create an estimate template for the job template in a way like creating a Job Estimate. Click ‘Close‘ to return to the template screen.
- From the template screen you can open a template, modify template details, and delete a template, via the quick access icons.
Save a Job as a Template
- To save a job as a template, select the job and click the menu on right-hand side
- Under the ‘Advanced’ section, select ‘Save as Template’.
- Make changes to the job template details and then click ‘Save‘.