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 ...
Forum Discussion
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.