How to: Create a Job Template

This guide explains how to use job templates, a powerful tool for streamlining your workflow. By saving frequently used jobs as templates, you can quickly create new tasks with pre-filled details, saving significant time on data entry and ensuring consistency for recurring or similar work.

Step 1: Go to the Dispatch menu and select All jobs, or select a team member whose Job you want to create as a template.

Step 2: Select the Job you want to create as a template.

Step 3: From the Job overview, click Save as job template (bookmark icon).

Step 4: From Templates, you can access all your Job templates. To create a new Job using a template, click + Job and Create.