How to create a job template

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This lesson will show you how to create a new job template

Go to Settings

Go to Settings

Click Job Template

Click Job Template

Click Add Job Template

Click Add Job Template

Enter a Template Name

Enter a Template Name

Build your template

Build your template

Fill in any details that you want the template to have:

  • Specific job descriptions
  • Add specific job tasks
  • Attach documentation specific to the job
  • Add regular materials or services
  • Write notes

Hit Save

 Hit Save

You're done!

job_template_complete

 

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