Company templates
Managers create and edit templates under Company, ready for teammates with job access.
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Small & Pro
Your regular work, ready to book
Save reusable job descriptions and defaults for common visits, then start a new job without retyping or copying another customer's details.
Try it freeJob templates are on Small company and Pro.
Job templates
- 01Open Company › Job templates
- 02Save reusable job defaults
- 03Pick a template on New job
- 04Add this customer's details and book
What you get
Fresh customer details
Applying a template keeps the new job number, customer, site and bookings separate.
Your starting point
Choose a template on New job, then adjust the details for this visit before saving.
Works well with
Next feature
Automations
Free to start · no card needed