Job Templates allow you to accelerate the speed in which you can create Proposals or Active Jobs by automating the creation process using a template with preselected information.
In this article:
Create a Job Template
Navigate to:
Setup > Templates > Job Templates
Select New Job Template to create a new template or select Edit to make changes to an existing template
⚠️ Any edits made to a Job Template will only affect future Jobs. These edits will have no effect on Jobs that were previously created using the template.
Complete the template with as much detail as needed.
Template Name & Operation are the only required fields. The more information selected on the Job Template, the more time your team will save when creating Jobs.Select Save when finished
Things to consider when creating a Job Template
Locking an Item. This prevents users from changing the Item during Job creation by removing the Item dropdown on the Job Edit page.
Using alternate Document Templates. These can be preselected on the job template level at the bottom of the page.
⚠️ This option only appears once you've created alternative document templates on your account. See Document Templates for details.
Use Job Templates
Job Templates can be used in 3 areas of SingleOps:
When creating a Job in the Proposal or Active stage
+ Create > Proposal or Active Job
Click Use Template next to the template you would like to use.
When converting a Lead to a Proposal
On the
Leads page, click the Job number to dropdown more Lead information.Click the dropdown arrow attached to the Convert to Proposal button.
Click Convert to Job using a Template
In the Template window popup, select the template you would like to use.
Click Create Proposal or Create Active Job
When creating a Job from the Client Page
Navigate to:
Clients > All ClientsSearch for or select the Client's name to open their page.
In the top-right corner, click the Add + button.
Select Use Template. A list of your Job Templates will drop down.
Click Use Template next to the template you'd like to use.
The Proposal or Active Job opens with the template's settings prefilled and the Client already populated. Complete any remaining details, then save.
💡When you build a job this way, the Job Template's settings take priority over the Client's defaults, since the Client is filled in automatically. If you rely on Client-level Tags, confirm they carried over — you may need to reapply them on the job.
Job Templates Video
Note: Some of the content in this video may reflect a previous version of SingleOps. For a more accurate guide, please refer to the steps listed above.