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 can make it possible for new users to learn how to create and quote simple jobs without the help of an estimator.

Duplicating a Job Template

Step     Action

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

  2.      Select entries under Job Templates to be duplicated by checking boxes on the left-hand side. 

           All entries can be duplicated by checking box to right of {New} under Job Templates.

  3.      Select {Duplicate}. A results window will pop-up to indicate the templates

           successfully duplicated. Duplicated templates will appear with template name - (Copy).