Job Templates are used to prefill specifications on an item more quickly. It is a general base for setting up similar items and products. The templates can be setup with the most common or lowest base of specs and then they 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.
Adding Department Items
Step Action
1. Select {Department Items} on the right-hand side of screen to auto scroll to
Department Items section.
2. Select {New} under Department Items. An Add Department Items modal
window will open.
3. Select department items to be added by checking boxes on the left-hand side.
To select all department items, check box above Name.
4. Select {Add}. A results window will pop-up to confirm the department items
successfully saved.
Editing Department Items
Step Action
1. Select {Department Items} on the right-hand side of screen to auto scroll
to Department Items section.
2. Hover mouse over the name of the item to be edited under Department
Items section. A pencil icon will appear on the right-hand side of the name.
Select the pencil icon. A modal Edit Department Items window will open.
Note: There is a refresh button on the right-hand side of Department Item field. This allows
you to reset to the parent department item.
3. Make required changes. (For more information on department item fields, see
4. Select {Save}. A results window will pop-up to confirm the department item
was updated successfully.
Deleting Departments Items
Step Action
1. Select items under Department Items to be deleted by checking
boxes on the left-hand side. All entries can be deleted by checking box
to left of {New} under Department Items.
2. Select {Delete}. A results window will pop-up to indicate the selected
department items have been deleted.