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Step 4: Create Your Service Templates
Catherine avatar
Written by Catherine
Updated over a year ago

Next up, you'll want to create all of your service templates. These will come in handy when you're ready to add jobs to your calendar quickly.

The reason why you want to spend time here is that you can combine the following parameters into unique service templates:

  • Job details.

  • Recurring frequency.

  • Invoice.

  • Estimates.

  • Materials used.

Tip: Services templates pull data from your items and materials, so you'll want to do those first if you haven't already.


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