Follow

Job Templates

Job Templates

Job templates allow you to create and manage the content of your pre set job templates.

Use the job templates feature to quickly create new jobs with pre defined job titles and job descriptions.

Your pre-defined job templates can be selected when creating new jobs.

In this article:

Creating New Job Templates 
Editing Job Templates
Deleting Job Templates
Action Required
Status Codes

Creating New Job Templates

1. From the header select the  icon on the top right of your screen.

2. Click on the jobs icon. 

3. Select +Add Job Template.

 

4. Add template name to the Job Template Name field.

5. Add job title to the Job Title field.

6. Add job description to the Description field.

7. Select the Add button.

 
Go to Top

Editing Job Templates

1. From the header select the  icon on the top right of your screen.

2. Click on the Jobs icon. 

3. Select the template name you would like to edit.

4. Carry out any changes or alterations to the template fields.

5. Select the Save button.

 
Go to Top

Deleting Job Templates

1. From the header select the  icon on the top right of your screen.

2. Click on the Jobs icon. 

3. Select the template name you would like to delete.

4. Select the Delete button.

Action Required Types

This feature allows the user to set up to 5 different action required codes and colour-code them in order to visually identify quotes requiring various types of followup in the Find Job List.

Untitled.png

1. Press + Add Action Required Type.
2. Press Edit on the right to bring up the configuration screen.
3. You can name the Action type, set a colour and press Save.

Untitled.png

This same screen allows you to delete unneeded action types.

Status Codes

This feature allows the user to add additional Status Codes to the standard Current, Completed, Periodic, Archived and the 4 additional re-nameable status codes.

Untitled.png

1. Press + Add Job Status Code
2. Press Edit on the right to bring up the configuration screen.
3. You can name the Status code and press Save.

Untitled.png

 This same screen allows you to delete unneeded codes.


 Go to Top

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request
Powered by Zendesk