How to Create a Job from a Template
This guide shows you how to use job templates to quickly create new jobs. Starting from a template saves a lot of time on data entry and makes sure the details are the same every time. It is ideal for work you do over and over.
Step 1: Go to Dispatch and click + (New job) next to the tabs.
To add the job to a person's route, you can also click the + in their route.
Step 2: Under Templates, click the template you want. You can also type the template's name in the search.
Step 3: The New job card opens as New job from a template.
The Template row shows which template the job starts from, and the template's address, title, time on site and time window are filled in.
Step 4: Pick who does the job under Who and the day under When, and change anything else that is different. Then click Create job.
Note: To fill in more before the job is made, such as labels or a form, click More details on the card. The job opens with all its details and is made when you click Create job.
Step 5: The new job opens beside the map with the template's details.
To change something later, click its row, for example Who. Changes are saved on their own. To reverse a change, click Undo at the bottom.
Note: In Dispatch › Templates, click + Job next to a template, then click Create. This creates the job right away, without the New job card, and opens it.
To learn how to save a job as a template, click here.