Job Management                               Job Processing Tools                                         Job Templates

Job Templates

Job Templates are a feature of Job Management which allows you to setup Templates containing default Job Tasks, Install Charges, Parts, and Recurring Services.  A Job Template may be created for one or any combination of these four elements.  These Job Templates are designed to drastically reduce the amount of data entry time for Jobs that are performed on a frequent basis.

When setting up a Job Template, a "real" Job is created and is typically assigned to a fictitious customer.  You may create/attach Job Templates to a real customer if desired.  When creating a Job for a new Install, you have the ability to import a Job Template for the Job Tasks, Install Charges, Materials List, and Recurring Services.  You may import the elements from one Job Template or a combination of different Job Templates if needed.

Setup

·Prior to creating your first Job Template, first setup a new Customer/Site to which the templates will be attached; you may name this customer "Template" for ease of searching later on. 

·You should also setup a new Job Type labeled "Template".  Setup a least one Job Task on this Job Type; you do not need to setup any other information on the Job Type other than this one item.

Follow the links below for Job Template Topics:

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