Articles
Job Templates Overview and Topics
Job Templates are a feature of Job Management which allows your company to setup Templates containing default Job Tasks, Install Charges, Parts, Recurring Services, or a combination of any of these four items. For companies performing jobs with th...
Creating a Job Template
To create a Job Template, follow the instruction below. In the example provided throughout this section, we will be setting up a Job Template for a simple residential Intrusion Job. 1. Open the Customer Explorer for your "Template" customer (as m...
Using a Job Template
When creating a new Job, you have the option of applying one, many or all of the elements of a single or various Job Templates to the Job. At the bottom of the Job Task, Install Charge, Recurring Charges, and Materials List's is a button labeled A...