Job Templates - Reusable Field Service Workflows

Job templates let you define standard workflows once and reuse them across multiple jobs. They ensure consistency, save time, and help your team follow the same process every time.

Why Use Templates?

• Consistency: Every job follows the same process
• Speed: Create jobs in seconds instead of minutes
• Quality: Pre-defined checklists ensure nothing is missed
• Training: New team members have clear guidance
• Standardisation: Customers receive consistent service

Creating a Template

Template Dashboard

Access all templates from the Job Templates section:

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Job templates dashboard

Coming soon

1. Go to Job Templates from the dashboard
2. Tap “Create Template”
3. Configure the template:

Template Settings

Field	Description
Name	A clear, descriptive name (e.g., “Standard Office Clean”)
Description	Brief overview of what this template covers
Default Duration	Estimated time to complete (e.g., 2 hours)
Priority	Default priority level for jobs using this template

Template Tasks

Add task templates that will be pre-populated on every job:

1. Tap “Add Task”
2. Enter the task name (e.g., “Vacuum all carpets”)
3. Optionally add a description with detailed instructions
4. Save the task

You can add as many tasks as needed. Organise them in the order they should be completed.

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Task template creation

Coming soon

Editing a Template

1. From the template dashboard, tap the template you want to edit
2. Update any settings
3. Add, remove, or reorder tasks
4. Save your changes

Templates can be updated at any time. Existing jobs using the template will retain the original task list — only new jobs will reflect the changes.

Using Templates to Create Jobs

1. From the dashboard, tap ”+”
2. Select “Create Job with Template”
3. Browse or search for the template
4. Tap to select it
5. Fill in job-specific details (customer, date, location, etc.)
6. Tap “Create”

All tasks from the template are automatically added to the job.

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Create job from template

Coming soon

Best Practices

Naming Conventions

Use clear, searchable names:

• “Office Clean - Standard” instead of “Clean”
• “HVAC Inspection - Commercial” instead of “Inspection”
• “Garden Maintenance - Full Service” instead of “Garden”

Task Granularity

Find the right level of detail:

• Too few tasks: Team may miss important steps
• Too many tasks: Overwhelming and hard to follow
• Aim for 5-15 tasks per template

Regular Review

Review templates periodically:

• Update based on customer feedback
• Add new requirements as they emerge
• Remove outdated steps
• Refine task descriptions for clarity

Start With Your Most Common Job

Create a template for the job type you do most frequently. Once you see the time savings, expand to other job types.

→ Learn about sections and tasks → Creating jobs from templates