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Job Templates

Templated jobs give you a quick and easy way to create Jobs of similar type without the need to start from scratch every time.

A templated job can hold key information such as the description and custom fields, as well as additional data that is used at the point of job creation, for example:

  • Tasks - Can be used as checklists for staff to complete.
  • Staff assignments - Great if you regularly assign the same people to work.
  • Document attachments - Useful for attachment Terms and Conditions or other documents you always need for the job. 

 

Contents:

How to create a Job Template:

How to create Jobs from Job Templates:

 

How to create a new Job Template from scratch

 Click on Jobs > New Job Template

 

Within the Job Template Name field, provide a name which makes the template easy to identify. 

Note: Job Template names must be unique

 

The following fields are optional. Information entered into these fields will populate over to the corresponding fields on the Job.

Category fields: For more information on setting up and configuring Category fields, please see here.

Description: The Description field will be populated over to the Job Description exactly as it’s formatted within the template.

Tasks:

  • Name - Gives the Task a title.
  • Description - Describes what the Task is in relation to.
  • Staff - Allows you to assigned Staff to the Task.
  • Days Until Due - Gives you the ability to set a due date to the Task.
Note: Due date will be set to X days after the creation date of the Job. If left blank, Tradify will set the due date to the Job creation date.
  • Estimated - Gives you the ability to add an estimated cost to the Task. 

 

Custom Fields: For more information on setting up and configuring Custom fields, please see here.

Staff Members: Click the + icon to assign staff.

Note: Notifications will be sent to the relevant staff member(s) once the Job has been created.

Notes: For more information on adding notes and attachments, please see here.

 

Once you’ve added all the necessary details to your Template, click the Save button to create your Template.Job-save.png

 

 

Turn an existing Job into a Template

Tradify also has the ability to convert existing Jobs into a Template. This may be useful if you’ve previously created a job which is likely to be re-used again in future for similar types of work.

Important Note:
Time, costs, scheduled appointments & notes will not carry over to the Template. Only the Job information will be copied.

 

Click on Jobs > Open relevant Job

Select the Options tab, followed by Copy Job to Template

 

Provide a Name for your new Job Template and select OK

Note: Tradify won’t be able to create the Template unless it’s given a unique name

 

 

Note: Tradify will now take you to the newly created Template. If you'd like to add extra details to the Template, feel free to do so now.

Once you’ve added all the necessary details to your Template, click the Save button to create your Template.

 

  

 

How to create Jobs from Job Templates (within Jobs)

Click on Jobs > New Job from Template.

 

Using the drop down field, select the relevant Template and press Ok.

Note: Tradify will now create a new Job from the selected Template.

 

 

 

How to create Jobs from Job Templates (within a Customer)

Click on Customers > Jobs > New Job from Template.

 

Using the drop down field, select the relevant Template and press Ok.

Note: Tradify will now create a new Job from the selected Template.

 

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