Create a job sheet template


In this video I will be showing you how to create a job sheet template.

Job sheet templates are shown when creating a new job sheet. It can be managed at a group, location, or bay level.

To create a new template, you can either click config at the bottom left of the page.

Or, click this link on the homepage that says manage templates.

Firstly, you need to select what level you would like to assign the new job sheet too.

You can assign it to all locations, a specific location, all bays for one location or a specific bay.

Once you have selected your template’s location, click add new template.

As you can see, a new line appears.

First, we need to select a priority and name.

Priority is from 1 to 10, this shows what order the jobs are listed, and name is what job you're creating the template for.

Then, add the estimated duration time of the job, let’s put 1 hour.

Then pick a colour.

This helps identify what the jobs is.

Once all the details have been entered, click update job sheet templates to save your changes.

Now you have added a job sheet template we need to add line items to the template.

Linked line items will automatically add the line-item information when a job sheet template is selected when creating a new job sheet.

To do this, first we need to click “Add/update line items” which then brings up a list of line items already created.

To link a line item(s) to your job sheet, just click the tick boxes on the right on the ones you what link.

Once you have finished making your selections, click ‘update template linked items’ to save your changes.

You can then see that your changes have been saved as it will show how many links you selected here.

You have now created a job sheet template.