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Job Templates
A Job Template is a recurring Job stored as a reusable template. A Job
Template is also collections of inventory products and services stored as a
reusable template.
Job Template Edit Form
Features and Benefits:
- Store recurring Jobs and collections of inventory products and
services
- Edit Job Templates in the Job Template Edit Form
- There is no limit to the number of Job Templates
When you
have recurring Jobs that have hundreds, or thousands, of individual
components and services, use a Job Template instead of entering the
components and services manually for each new Job.
For example, if you are a yacht company building 50 similar yachts, each with particular
customizations, you can create a single Job Template that applies to all 50
yachts. You can then add specific product items and services to each
individual yacht.
Job Template Edit Form - Details Tab
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