Using job templates is efficient when you have recurring jobs with the same tasks. To create a job template, go to the Jobs module.
In the Jobs module, click the arrow next to ‘ADD’ and select ‘Add New Job Template’.
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How to define a job type
Click on the green icon to define a job type. Job types refer to services you provide for your clients. For example, job types could include ‘monthly payroll’ or ‘server backup checks’.
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Click ‘Add New’.
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Enter a name for the job type and click ‘Save’.
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Once you add a list item, you can edit, delete, or set it as inactive or default.
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Enter a quick summary and description about the job, select a rate and click ‘Save’.
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How to predefine job tasks
Click the ‘Showing’ filter and select ‘Templates’.
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Select the template from the left column. Navigate to the ‘Tasks’ section and click the green icon to add tasks.
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Enter the job details in the form and click ‘Save’.
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Repeat this process to add multiple tasks to the job template.
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