To create quotes and jobs efficiently, you can make use of job templates. This allows you to quickly add/set tasks, products, type, and duration of a job when booking a new job or a quote. Your account is already pre-loaded with templates tailored to the common job/services offered. 

You can create your own or edit the existing ones according to the services offered by your organisation. 

Accessing job templates

To access the job templates page, go to Setup → Jobs →  Job templates.

Search and filter using job types 

You can search for a job template by clicking on the Search for job template field. Enter the job name to perform an auto-search. 

Click on the Job type drop-down to sort the templates according to the job type. 

You can use the columns tab to adjust the columns shown on the page. Choose what you want or don't want to be shown in the columns using the toggle switch on the left side of each option, or click "Hide all" or "Show all." You can set it to show or hide the following columns within this section: 

• ID 
• Name
• Job Type 
• Actions 

The Actions column cannot be toggled because it has important options to make workflows more effiecient. 

You can also sort and pin columns by hovering over a particular column heading and clicking the three dots. Clicking the Hide column will hide that specific column while Manage columns will show the column selection box.

Actions 

A. Clone icon  - Click this if you want to create a job template based on an existing job template. 

B. Trash icon - Clicking this will delete the job template. You can't delete a job template with existing jobs.

C. Pencil icon - You can edit an existing job template by clicking on the pencil icon.

Creating a new template 

1. Click on the New Template button at the top-right corner of the page. 

2. Enter the name of the template. 

3. Enter the total hours. Estimate how long the job will take. This allows the system to allocate the appropriate duration when scheduling a job although this can be overridden by the user.

4. Select the job type. Choose between Regular services, Installations, Repairs/Maintenance, Delivery, and others to categorise the job template. 

5. List all the tasks associated with the job by clicking 'Add task'. You can drag and drop these into the order you require if a specific sequence needs to be followed. Press enter to completely add the task to the list. 

6. List all the products or invoice items that you want to associate with the job by clicking on the Add Product option. You can predefine them into the job template and modify whatever applies to the actual job during the job-creating process. 

7. Click on Save. 

All of this information can be edited while creating a job or quote, and also while onsite when the technician is doing the job.