Forum Discussion

bbliss's avatar
bbliss
Contributor 2
2 months ago

Job Templates for repeat work

There should be an ability to create job templates for repeat types of work. Many business have some core services they offer and having to type out the titles every time and set the number of hours every time and then having to add the line items each time is a real hassle. There should be an ability to create a template where the title can be autogenerated by certain fields or criteria and times for those jobs can be preset with the default line items loaded. Then you would only need to select a client and property. Having templates like this would take a lot of the time consuming administrative burden off.

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3 Replies

  • krista's avatar
    krista
    Jobber Support Team
    2 months ago

    Hi bbliss​ 

    Thanks for sharing this. I can definitely see how true job templates for repeat work would save a lot of admin time, especially when you are building the same style of job over and over with the same hours and line items.

    Quick question. Have you tried using Create similar from the More actions menu on an existing job? That option lets you duplicate a job you have already built, including the title, visits, and line items, then you can just swap in the client and property. It is not as automated as what you are describing, but it can reduce the re typing quite a bit for repeat services.

    Either way, your feedback about having real templates with preset titles, default hours, and auto loaded line items is super clear, and I am happy to share this with our product team. If you have a specific example of a repeat job type you run most often, feel free to add it here. That kind of detail helps us show the impact more concretely.

  • CMSRepairs's avatar
    CMSRepairs
    Contributor 2
    2 months ago

    If you start every job with a quote template even if you don’t send the quote then your job will be templated. 

  • PestFreeCanada's avatar
    PestFreeCanada
    Contributor 4
    2 months ago

    Have you tried the "Job Form"? I had the exact same problem where I needed a report sent to a customer after every service for them to show the health department if they ask. You just need to make sure at the end you are clicking "Save and Send", the customer gets it instantly. You can make these in so many ways and it was helpful to me. If you want to track time that would be in main job page where you can start the timer.