Job Templates - Creating a New Job Template


Overview


Job Templates are generally generic types of jobs that are used as a base for quotes and orders. They can be setup with the most common or lowest base of specs and can be customized on the quote or order to fit the request. Job templates make it possible for new users to learn how to create and quote simple jobs without the help of an estimator.


Creating a New Job Template

Step     Action

  1.      Select {Settings} and then select {Job Templates} under Dockets.

  2.      Select {New} under Templates. A New Template page will open.

  3.      Complete the General fields.

Field
Description
Name
Enter template Name.
Active
Default set to No. Toggle switch to Yes if template is active.
Template Group
Select a Template Group from the drop-down menu.
Note: These options can be modified. (See Dockets-Template Groups)

Pricing Method
Select a Pricing Method from the drop-down menu.

 

  4.      Select {Save}. The page will now show the name of the new job template.

           Note: The option to add additional job template information will be available once the 

           General information has been saved and the new job template page is generated. 

           (See Templates-Multi Version Markup and Template Options-General