Start with your scope. Keep each job independent.

Sign-in and job-management access are required.

FL Permit PayThe job-templates view. The starter library, and the three steps from a template to a job that starts already filled in.

Copy the starter without coupling the work.

The reusable definition and the resulting job remain separate records.

Name the company starter
Pick one of twelve trade starters (roofing, solar, pool, fence and more), which drops in four editable, zero-dollar scope lines, or start blank for a trade we have not written one for.
Add your own scope lines
Store up to 100 item numbers and descriptions in the order your team expects.
Choose it on a new job
Blank remains the default. Only an active template deliberately selected on New job is applied.
Work from an independent copy
Every copied line starts at zero dollars.

01
ActiveShows up in the template picker on New job.
Selectable
02
ArchivedRemoved from selection. Existing jobs are unaffected.
Hidden
03
Copied scopeOnce copied, the lines belong to the job. Reorder, reprice, or delete them without touching the template.
Zero-dollar

LiveCompany starterThe reusable scope your whole company draws from. Edit it any time without touching a job.

Manual pathNew-job copyThe job takes a snapshot of the template at copy time. Later template edits never reach it.

ConditionalOptional trade fillA template trade can fill the job work type only when that field is otherwise blank.

Out of scopePricing & approvalApplying a template never prices, approves, or authorizes the job.

Create a reusable scope starter and use it on purpose on new jobs.