Save staff time and get consistency across your jobs by using Job Templates.
Job templates make it very easy for new staff members to create a job without leaving important information out.
This can become a powerful training tool, when can create step by step instructions on on how to complete a specific job
For instance an apprentice can check that he has completed all the steps noted for a specific service or installation or job site.
You can also use the diary notes to create administration reminder steps.
How does it work?
Once you have activated the Job Templates Add-On, the new Icon will appear on your Settings Page.
Every Job Template you create will be given a name and stored in here for editing or updating.
The New Job button becomes a pull down menu, choose the Job Template you wish to use and the job will be created with the pre-filled information, items and diary notes from your template.
Information such as
Types of Templates you can create
For Example a Cleaning Business who does work on Government Contracts, may require specific safety equipment worn, forms completed or security requirements.
Templates ensure all these are pre-filled on the job every item it’s created.
Build a template once and bring consistency across all your staff and business processes.