Step 1: Accessing Job Templates
Click on “Config” in the top menu.
Select “Job Templates” from the dropdown menu.
Step 2: Creating a New Template
Once in the Job Templates section, click on the “New” button in the toolbar.
This action will open the “Add / Edit Job Template” window.
Enter a name and description for your new template.
Step 3: Adding Items to the Template
Switch to the “Template Items” tab.
To add items, utilize the toolbar options such as Custom, Parts, Labour, or Tyres.
Click on the desired item type to add it to your template.
Note: Unlike Quotes, Jobsheets, and Sales Invoices, parts, labour, and tire items added to Job Templates remain linked to their original source. Any changes made to the original source (e.g., price, description) will be reflected in the template.
Step 4: Applying the Template
To apply your job template to a sales document (Quotation, Jobsheet, Sales Invoice), open the respective document.
In the document items view, locate the “Templates” button in the toolbar.
Click on “Templates” to open the “Select Job Template” window.
Choose the desired template from the list and click “Add.” This action will populate the document with items from the selected template.
