Use Job Templates for Common Work

What this guide covers

This guide explains how to use job templates in JobsiteOn to speed up job creation for recurring work types. You will learn how to create a template from scratch, how to save an existing job as a template, and how to use a template to create new jobs.

Why use job templates

If your business performs the same types of work repeatedly, such as annual HVAC inspections, monthly landscape maintenance, or standard kitchen renovations, templates eliminate the need to re-enter the same details every time. A template can include:

• Job title and description
• Pre-defined task lists
• Default priority level
• Standard notes and instructions

Creating a template from scratch

1. Navigate to /jobs/templates.
2. Click New Template.
3. Enter a template name that describes the work type, such as "Monthly Pool Maintenance" or "Standard Electrical Inspection."
4. Fill in the job title, description, and default priority.
5. Add tasks that are common to this work type.
6. Add any standard notes or instructions your crew will need.
7. Click Save Template.

Screenshot: The template creation form with a title of "Annual HVAC Inspection" and a task list containing five pre-defined inspection tasks.

Saving an existing job as a template

If you have already created a well-structured job, you can save it as a template:

1. Open the job detail page at /jobs/[slug].
2. Click the overflow menu (...) in the top right.
3. Select Save as Template.
4. Give the template a name and review the pre-filled details.
5. Click Save Template.

The template captures the job title, description, tasks, priority, and notes. Contact and property information is not included since those change with each new job.

Tip: Save your best-structured jobs as templates. This ensures your templates reflect real-world workflows your team has already refined.

Creating a job from a template

1. Navigate to /jobs/new.
2. Click Use Template at the top of the form.
3. Select a template from the list.
4. The form populates with the template's title, description, tasks, priority, and notes.
5. Add the specific contact, property, and any job-specific details.
6. Adjust tasks or notes as needed for this particular job.
7. Click Save to create the job.

Screenshot: The new job form after selecting a template, showing pre-filled fields highlighted in blue and empty contact and property fields ready to be completed.

Managing your templates

Editing a template

1. Go to /jobs/templates.
2. Click a template to open it.
3. Make your changes and click Save Template.

Editing a template does not affect jobs that were already created from it.

Deleting a template

1. Open the template from /jobs/templates.
2. Click the overflow menu (...) and select Delete Template.
3. Confirm the deletion.

Deleting a template does not delete any jobs that were created from it.

Note: Templates are workspace-wide. Any team member with job creation permissions can use your templates.

Best practices

• Create templates for your top five to ten most common job types.
• Include detailed task lists in your templates so field crews have clear instructions from the start.
• Review and update templates quarterly to reflect any changes in your standard operating procedures.
• Name templates clearly so team members can find the right one quickly.

Related articles

• Create and Manage Jobs
• Add Tasks and Checklists to Jobs
• Duplicate a Job