Job templates are generally generic types of jobs that are used as a base for quote/order items and products. They can be setup with the most common or lowest base of specs and can be customized on the item or product 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. 


Job Templates cannot be deleted but they can be inactivated when no longer in use.

Note: If a Job Template is inactivated, all associated template options will also be inactivated.


Inactivating Job Templates

Step     Action

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

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

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


  3.      Select {Inactivate}. A window will pop-up to confirm items to be deleted.

  4.      Select {Ok}. A results window will pop-up to confirm templates successfully inactivated.


Note: Once the Job Template is inactivated, it will no longer be visible on the templates table as the default search filter on Templates is set to Active Templates and Template Options.


Activating Job Templates


Step     Action

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

  2.       Change search filter 'Active Templates' to No and then select {Search}. 

  3.       Hover mouse over Name of job template to be activated and select the pencil icon. The 

            Template edit page will open.

  4.       Toggle {Active} switch to Yes

  5.       Select {Save}. A results window will pop-up to confirm template successfully saved. The 

            Job Template will now be activated.



Watch Activating and Inactivating Templates