If some of the jobs you create in Workever have common information such as costs, time and file attachments, creating a job template in Workever can save time. 

It may be that you have routine jobs for the same client which require specific file attachments or are billed at a reduced rate. 

Job Templates can make raising quotes, jobs and invoices much simpler, particularly for your field workers who may be short of time. 

Select 'Settings' from the left hand menu pane, then select the 'Work Settings' option and navigate to the Job Templates section from the left hand side:

To add a new job template, select the 'Add Job Template' button at the top of the page or edit an existing template by selecting 'View' and then 'Edit Template'. You can search for a template using a keyword in the search feature.

When you select the 'Add Job Template' function you will have three screens that require completing:

The first screen will look like this:

In this screen, you will need to give your template a name and provide a description. If the template is specific to a certain customer, you are able to select this here.

You can also select any specifics for this job such as duration (it could be for a fixed two hour maintenance job) or a particular site (this may be a job for a regular client at their flagship site).

Once you have updated the details, click 'Save' before continuing to the next screen, 'Template Cost Items':

The next screen will present you with an option to add cost items which are common to your job template. By selecting the 'Add Item' button next to the Billable or Non Billable cost items sections, you can add as many lines as you need to complete your template.

Each item can be selected from preset items already defined on the system or can be manually entered under 'Item'. Prices can be fixed, by quantity or added as time. 

You can also select the correct tax rate to be applied before adding a more comprehensive description.

Click 'Add' to add the item to your template.

You will need to save your template before you can access the third screen. Select 'Save' from the left hand panel to continue:

Once saved, you can select 'Template Files & Notes' from the left hand menu.

From this screen you are able to add any specific notes that should be included with the job for your field workers to be able to see. Or you can attach files to the job that your fieldworker can check (insurances, reports, etc.).

You can add files to the job template by clicking the 'Add files' button.

Simply be selecting the radial tick box below the 'Add new note' field will indicate that the note is internal. If you select this box then your field workers will not be able to see this note if they do not have the permissions to see internal notes.

Clicking the 'Add note' button will save the note to your template and offer you another note. 

Notes can be edited or deleted from within this screen: