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Start with your scope. Keep each job independent.

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The FL Permit Pay job templates workspace showing the starter library and the three steps from template details to choosing one on a new job.
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.

  1. Step 1

    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.

  2. Step 2

    Add your own scope lines

    Store up to 100 item numbers and descriptions in the order your team expects.

  3. Step 3

    Choose it on a new job

    Blank remains the default. Only an active template deliberately selected on New job is applied.

  4. Step 4

    Work from an independent copy

    Every copied line starts at zero dollars.

Template states, and what a copy carries.

  1. 01
    ActiveShows up in the template picker on New job.
    Selectable
  2. 02
    ArchivedRemoved from selection. Existing jobs are unaffected.
    Hidden
  3. 03
    Copied scopeOnce copied, the lines belong to the job. Reorder, reprice, or delete them without touching the template.
    Zero dollar

A template is not a priced job.

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.

Build the starter your company uses.

Sign in to create a reusable scope starter for deliberate use on new jobs.

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