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Build a reusable job template

4 steps, in the order you do them.

Follow it on screen.

  1. 1

    Open New template

    A template copies its line items into every job that starts from it.

    Where to find it: Open New template — the arrow points at the control
    The real screen — the arrow marks the control.
  2. 2

    Name the template

    Name it after the work, not the customer.

    Where to find it: Name the template — the arrow points at the control
    The real screen — the arrow marks the control.
  3. 3

    Add the tasks

    The steps this kind of job always needs.

  4. 4

    Save it

    Later edits never rewrite work already underway.

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