If you do the same kinds of jobs over and over — full services, MOT prep, brake jobs, timing belts — a saved job template lets you add the labour and parts to a jobcard with a single click. Templates live per garage and you can build them in two ways: from scratch in admin, or by saving an existing job as you finish it.
Two ways to create a template
From an existing job (the easy way)
On any jobcard, open the three-dot menu on a job and choose Save as template. The job's current labour lines, parts, and description are saved into a new template named after the job description. You can rename it later from the admin page.
From the admin page
Navigate to Templates → Saved Jobs in the admin sidebar. Click New Template, give it a name and description, then build the labour lines and parts directly using the same tables you'd see on a jobcard.
Using a template on a new quote
Create the jobcard
Set it up as a regular estimate or live jobcard — customer, vehicle, status.
Add a job from the template
On the Jobs tab, click Add job from template and pick the template. The job appears pre-populated with the template's labour lines and parts.
Tweak as needed
Templates are starting points, not final answers. Adjust hours, change part quantities, or replace a part if this particular car needs a different specification.
Templates are decoupled from their source
Once a job is created from a template, it's its own thing — editing the template doesn't change jobs already on jobcards, and editing the job doesn't change the template. This means you can refine templates over time without worrying about silently changing historical work.
Related
- Job & inspection templates — where templates are managed
- Estimate → Invoice
- Creating a jobcard