Job Templates

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

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

1

From the Templates Page:

• Click + New Job on the relevant Template.

2

From the Create New Job Slider:

• Navigate to the Jobs page.

• Select + From Template on the Create New Job slider.

How to Create Job Templates in Agencydesk