Job Templates settings

Overview

Job Templates let you save common job details — job type, description, labels, and products & services — and apply them when you create a new job.

Where to manage Job Templates

Job Templates are managed from the Jobs index, not from Settings:

1. Open Jobs.

2. Click ⋯ (more) in the top-right.

3. Click Templates.

Note: Settings > Jobs does not include a Job Templates page. That settings area covers options such as Address Requirement and Default Customer Notes. Task Templates in Settings are a separate feature.

For create, edit, duplicate, delete, and using a template on a new job, see the full Job Templates article.