Job Templates

Overview

A job template stores a standard set of job details — job type, scope of work, labels, tax rate, and line items (products and services). When you create a job from a template, Forz copies all of these fields into the new job automatically. You only need to select the customer.

Templates are ideal for repeatable service types. Instead of manually entering the same description, line items, and pricing every time, you define it once in a template and reuse it across jobs.

Before You Begin

Prerequisites:

1. You have the Job Templates: Create permission on your role.

2. At least one job type is configured (Settings > Job Types).

3. Products and services exist in your catalog if you plan to add line items to the template.

Creating a Job Template

1. Click Settings in the sidebar navigation.

1. Click Job Templates.

1. Click the New Template button.

1. Enter a Name for the template. This is required. Use a clear, descriptive name (e.g., "Quarterly HVAC Maintenance" or "Residential Panel Upgrade").

1. Select a Job Type. This is required. The job type determines the workflow the generated job follows.

1. Enter the Scope of Work (optional). Describe the standard work performed. This text is copied into the job description field.

1. Select a Tax Rate (optional). Choose a pre-configured tax rate to apply to line items on jobs created from this template.

1. Add Labels (optional). Labels carry over to each job created from the template and help with filtering and reporting.

2. Click Save.

Expected result: The template appears in the New Job from Template dropdown and can be used to create jobs with pre-filled details.

Adding Line Items to a Template

Line items define the products and services included in the template. Every job created from this template receives a copy of these line items.

1. Open an existing job template.

1. Navigate to the Line Items section.

2. Click Add Line Item.

1. Set the Quantity and Unit Price.

1. Repeat for each item you want to include.

2. Click Save.

Duplicating a Template

Duplicating a template creates an exact copy with "(Copy)" appended to the name. Use this to create variations of an existing template without starting from scratch.

1. Open the job template you want to duplicate.

1. Click the Duplicate action.

1. Forz creates a new template named "Original Name" with all fields and line items copied.

2. Open the duplicated template and rename it or adjust the details as needed.

The job is created with its own job number and follows the standard job workflow from this point forward. Changes to the job do not affect the original template.

Common Scenarios

Standardizing preventive maintenance visits

Your HVAC company performs the same 12-point maintenance checklist for residential customers. Create a template named "Residential PM Visit" with job type set to Maintenance, the checklist described in the scope of work, and standard line items (filter replacement, coil cleaning, refrigerant top-off). Technicians get consistent jobs every time.

Offering tiered service packages

Create separate templates for each service tier. For example: "Basic Electrical Inspection" with a single inspection line item, and "Comprehensive Electrical Inspection" with additional items like thermal imaging and panel tightening. Dispatchers select the appropriate template based on what the customer purchased.

Building a template from an existing one

You already have a "Commercial HVAC PM" template and need a similar one for a different equipment type. Duplicate the existing template, rename the copy to "Commercial RTU PM," swap out the line items specific to rooftop units, and save. The original template stays unchanged.

Seasonal service rollouts

Before a busy season, create templates for common seasonal work (e.g., "Spring AC Tune-Up" or "Winter Furnace Startup"). Dispatchers use these templates to create jobs quickly as customer calls come in, keeping line items and pricing consistent across the team.

Troubleshooting