To create quotes and jobs efficiently, you can use 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 preloaded with templates tailored to the common job/services offered.
You can create your own or edit the existing templates according to the services offered by your organization.
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 "Show/Hide all". You can set it to show or hide individual columns within this section:
ID
Name
Job Type
Actions
The Actions column cannot be toggled because it has important options to make workflows more efficient.
Actions
1. Clone icon - Create a job template based on an existing job template.
2. Pencil icon - Edit an existing job template by clicking on the pencil icon.
3. Trash icon - Delete the job template. You can't delete a job template with existing jobs.
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. Select the job type. Choose between Regular services, Installations, Repairs/Maintenance, Delivery, and others to categorize the job template.
4. 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.
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 the technician is onsite doing the job.