Help Article
    Core Workflows

    Using Job Templates

    Create and use templates to standardise job setup

    3 min read
    Updated August 28, 2026

    Overview

    Job templates let you create standardised setups for common job types. Instead of configuring tasks and costs from scratch each time, apply a template and get a running start.

    Creating a Template

    1. Go to Settings → Job Templates.
    2. Click New Template.
    3. Give it a name and description (e.g., "Annual Audit" or "Brand Identity Project").
    4. Add task items with default hours and assignments.
    5. Add cost items with default quantities and pricing.
    6. Save the template.
    📸 [Screenshot: Job template editor]
    Replace this placeholder with an actual screenshot

    Applying a Template

    1. When creating a new job, look for the Template dropdown.
    2. Select a template — tasks and costs pre-populate instantly.
    3. Adjust quantities, rates, or assignments as needed for this specific job.
    💡 Tip: Templates are a starting point. Changes you make on a specific job don't affect the template — and template changes don't retroactively change existing jobs.
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