Overview
Templates allow you to prepopulate details for new projects, jobs, and tasks. This ensures you're not manually entering in the same info over and over for your standardized workflows. You can also add job and task templates to existing projects for a seamless setup.
Who uses this feature
Administrators, office employees, managers, accountants, and bookkeepers
Applies to all business types
Feature configuration
This feature is currently in Early Access and available for specific accounts. It is subject to change. If you want to enable this feature for your account, join the waitlist here.
Account configuration is required to use this feature. Please contact Technical Support for details.
Things to know
Job templates can only be used on projects and are not available to use in Job Booking.
Task templates must be included inside project or job templates and are not available to use in Task Management.
Anything prepopulated by a template can still be edited or removed as needed.
Create project templates
To create a project template:
Go to the navigation bar and click Settings
.In the side panel, go to Operations > Templates.
Click Projects.
Click Create Project Template.
Enter a name for the template and fill out the details that you want prepopulated on any project created using this template.
Note: If you have any custom fields that are assigned to the Project record, they appear here as well.
If you want the project template to include job or task templates, select them from their respective dropdowns.
When finished, click Create.
Create job templates
To create a job template:
Go to the navigation bar and click Settings
.In the side panel, go to Operations > Templates.
Click Jobs.
Click Create Job Template.
Enter a name for the template.
Click Add Job.
Fill out the details that you want prepopulated on any job that is created using this template.
Note: If you have any custom fields that are assigned to the Job record, they appear here as well.
If you want the job template to include a task template, select one from the Task Template dropdown.
When finished, click Add.
Repeat steps 6-9 until the overall job template includes all the jobs you want.
When finished, click Create.
Create task templates
To create a task template:
Go to the navigation bar and click Settings
.In the side panel, go to Operations > Templates.
Click Tasks.
Click Create Task Template.
Enter a name for the template.
Click Add Task.
Fill out the details that you want prepopulated on any task that is created using this template.
When finished click Add.
Repeat steps 6-8 until the overall task template includes all the tasks you want.
When finished, click Create.
View and edit existing templates
To review and edit templates you've already created:
Go to the navigation bar and click Settings
.In the side panel, go to Operations > Templates.
Click Projects, Jobs, or Tasks.
Click Edit for the template you want to review.
Make any necessary changes and click Update.
Note: This change is applied to any existing project, job, or task using this template.
Create projects using templates
Once you have created some project templates, you can use them to quickly and easily create new projects.
Create a project from a customer, location, or job record.
Select a template from the Project Template dropdown. The project details prepopulate based on the template.
Fill out or edit any additional information for the project as needed.
Click Next.
(Optional) Select job and task templates from their respective dropdowns and make changes as needed. If the project template included job or task templates when it was created, they are prepopulated here.
Note: Some fields like Start Date, Arrival Window, and Assigned To are required. If these weren't already filled in on the templates, you need to fill them in here to proceed.
When finished, click Create Project.
Apply job templates to existing projects
Once you've created some job templates, you can use them to quickly and easily add jobs to existing projects.
Open the project you want to apply the job template to.
Click Jobs & Appointments.
Click the Job functions dropdown and select Apply Job Template.
Select the job template from the dropdown.
Select the jobs you want to add to the project if the template contains more than one.
Note: Some fields like Start Date and Arrival Window are required. If these weren't already filled in on the template, you need to fill them in here to proceed.
When you're finished, click Apply.
Apply task templates to existing projects
Once you've created some task templates, you can use them to quickly and easily add tasks to existing projects.
Open the project you want to apply the task template to.
Click Task Management.
Click Apply Task Template.
Select the task template from the dropdown.
Select the tasks you want to add to the project if the template contains more than one.
Note: Some fields like Assigned to are required. If these weren't already filled in on the template, you need to fill them in here to proceed.
When you're finished, click Save.
Apply task templates to existing jobs
Once you've created some task templates, you can use them to quickly and easily add tasks to existing jobs.
Open the job you want to apply the task template to.
Click Job Actions and select Apply Task Template.
Select the task template from the dropdown.
Select the tasks you want to add to the job if the template contains more than one.
Note: Some fields like Assigned to are required. If these weren't already filled in on the template, you need to fill them in here to proceed.
When finished, click Save.
