You can now apply job templates to existing jobs without having to create a new job card from scratch. This feature allows you to quickly standardize job information in cases where a suitable template becomes relevant late in the process.
1. Open any existing job card in the Online Dashboard
2. Click the "More ▼" dropdown menu in the top-right corner
3. Select "Apply Template" from the dropdown options
4. Choose your desired template from the list
5. The selected template content will overwrite any corresponding fields in your existing job
When you apply a template to an existing job, the following information from the template will overwrite the existing job fields:
• Job description and checklists
• Materials and services
• Forms and documentation
• Other template-specific content
• Applying a template overwrites most job fields, including job description, job category, PO, job checklists, materials, work completed, job status, and more
• Client information (e.g., client name, contact details) and the job diary remain unchanged
• If you accidentally apply the wrong template, you can click the undo button to revert the changes
