Job Templates

Save time by creating and using Job Templates for recurring projects. Customise Templates to match your needs and streamline Job creation.

Job Templates are how Agencydesk supports agencies scaling into repeatable operations. Once a Job has been costed, structured, and priced correctly one time, Templates replicate that structure across future Jobs of the same type.

Because Agencydesk was built exclusively for agencies, Templates capture the full workflow shape: Job Costing, Groups, Tasks, Costs, Rate Card assignments, and default descriptions. Delivery stays consistent across the team even as headcount and Job volume grow, which is part of the operational structure agencies need to scale without adding admin overhead.

Creating a Job Template

1

Navigate to the Jobs page and open the Job you want to save as a Template.

2

In the top-right corner, click the meatball menu (three dots) and select Save as Template.

All information from the Job Costing, including Active and Inactive Tasks and Costs, will be saved in the Template.

3

Enter a Template Name and Description you'd easily recognise.

4

Click Save to finalise the Template.

5

You’ll be directed to the new Template, where you can edit Groups, Tasks, and Costs as needed.

Using Job Templates

Job Templates can be used to create new Jobs in two ways.

1

From Company Settings > Templates

Hover over a Template row and click the + icon on the right of the row. This creates a new Job directly from that Template.

2

From the Jobs Page

Click + New Job in the top-right corner. In the Create New Job slider, select + From Template and choose the Template you want to use.

Managing Job Templates

Job Templates can be edited, renamed, and deleted from Company Settings > Templates.

Editing a Template

Click on the Template name to open it. Once inside, you can work with the Template the same way you would a Job Costing:

• Reorder Groups, Tasks, and Costs

• Change Task descriptions

• Adjust estimated times

• Add or remove Tasks and Costs

Task rates don’t need to be edited on a Template. When the Template is used to create a Job, each Task is automatically assigned the correct rate based on either the Client’s assigned Billing Tier, or a specific Billing Tier selected when the Job is created.

Renaming a Template

Open the Template. Hover over the Template Name at the top of the page and click the pencil icon that appears to edit the name.

Editing the Description

Open the Template. Hover over the Template Description and click the pencil icon that appears to edit it.

Deleting a Template

In Company Settings > Templates, hover over the Template row and click the trash icon on the right of the row.