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Job Templates

← Templates
Set up Job templates to quickly create new Jobs for set work.  When creating a new Job using a Job Template you can choose to carry over any of the data required for the Job from the template.  

Navigate to Admin and Templates



Select Add to create a new Job Template.  You can also Edit existing templates.


You can find this under the Jobs section.


Fill in the Add Job form and Save




Your new Job template has been created.  


You can now choose to Add Job (Using Template)


Save as Job Template

You may want to save an existing Job as a Job Template to use again later.  You can do this by selecting the Job > More > Save as Job Template.


Select yes to Create Job Template



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