Template Jobs

A Job can be made in to a template Job by ticking the Template Job option at the bottom of the job screen.

As soon as the Template flag is ticked the Customer Account details are removed.

To use the template job, locate the Job in the Manage Job screen and select Duplicate. From here you will be prompted to select the Customer, and then provided with options to use the Quote, update costs from the products file, and copy the standard costs assigned to the Job.

This will create a new Job the same as the Template Job including any Costs assigned to the Template if required. Costs can be assigned to a Template Job but cannot be Invoiced.

The duplicated Job can be set to be a Template Job as well if the Create New Job as Template option is selected.

If a Quote is attached to the Job this can be duplicated by selecting Duplicate Quote. Costs on the Template Job can be brought over to the duplicated Job by selecting Duplicate Assigned Costs. The date these costs are assigned to the Job can be set by selecting Date of Costs along with the Location they will be used from. Selecting Reprice Costs and Quote will use the new Customer’s Pricing Level and current Product cost prices to update Cost and Quote values.

The new Job is now ready to be used with all of the new Customers details on it.