Templates let you save common jobs and inspection checklists so you can apply them to jobcards in a couple of clicks. Instead of typing out the same brake service or pre-MOT checklist every time, create it once as a template and reuse it.
Job templates live under Workshop Settings → Saved Jobs; inspection templates live under Workshop Settings → Inspection Templates.
Job templates
Job templates (called Saved Jobs) pre-fill labour lines, parts, and fixed costs when applied to a jobcard. Each template has:
- Name — a descriptive name (e.g. "Full Service", "Brake Pad Replacement — Front"), plus an optional description
- Labour lines — each with a description, hours, and rate
- Parts — each with a description, quantity, and pricing
- Fixed costs, a Charge VAT toggle, job types with reminder intervals, and optional linked inspection templates that add matching inspection sheets to the jobcard along with the job
Creating a job template
Open Saved Jobs
Go to Workshop Settings → Saved Jobs.
Click New Template
Click the New Template button.
Build the template
Enter a name, then add your labour lines, parts, and fixed costs. Set the hours and quantities for each.
Save
Click Create to store the template.
You can also save an existing job as a template: open the three-dot menu on any job on a jobcard and choose Save as Template.
Applying a job template
When adding a job to a jobcard, click Add Job, choose Saved Jobs, and pick the template. The labour and parts lines are pre-filled — you can adjust hours, quantities, and pricing before saving.
Templates save time, not lock you in
A template gives you a starting point. After applying it, you can edit, remove, or add lines as needed. The original template stays unchanged.
Inspection templates
Inspection templates define the forms used when carrying out vehicle inspections. They're built in a drag-and-drop form builder with 22 field types (see Building an inspection template for the full guide). Inspections require a plan with the inspections feature (Pro and above).
Creating an inspection template
Open inspection templates
Go to Workshop Settings → Inspection Templates.
Click New Template
Click New Template to start from scratch, or Import Template to start from one of the bundled check sheets.
Build the form
Name the template, then drag fields from the palette onto the canvas: inspection items, tyre checks, measurements, signatures, and more.
It saves as you go
The builder auto-saves, so there's no Save button.
Using an inspection template
When creating an inspection submission on a jobcard, you select a template. The form loads in, and the technician works through it — marking each item as Acceptable, Advisory, Rectified, Failure, or Not Applicable.
Templates and submissions are separate
Editing a template doesn't change any inspections already submitted using it. Each submission is a snapshot taken at the time it was created.
Editing and deleting templates
Click any template in the list to edit it. You can update the name, add or remove lines, and save. To delete a template, use the delete action — existing jobcards that used the template are not affected. (Deleting an inspection template archives it; past submissions are preserved.)
Access
Both template types live inside Workshop Settings, which needs the settings.view permission to open at all. Owners and Managers have it by default; the default Reception and Technician roles do not, so neither can manage Saved Jobs or inspection templates even though Reception can create jobcards and start inspections.
Beyond reaching Workshop Settings, Saved Jobs need the jobcard-edit and pricing permissions, and inspection templates use the inspections.* permission group. Templates are configured at the garage level and available to all team members when creating jobcards, so a receptionist can freely apply a template they can't edit.
Giving Reception access
If you want your front desk maintaining templates, grant that team member settings.view (plus inspections.create / inspections.edit for inspection templates) on a custom role. See Custom roles and permissions.