• "I need to edit a job template."

 

Resolution Steps

  1. On the left menu, navigate to Service > Job Templates.
  2. Click on the desired job template.
    • Several fields can be changed here such as the Title, Estimated hours, Job Comments, etc.
    • To edit Labor, Parts, and Charges, click on the pencil icon on any existing items. The user can also add or remove any of items.

  3. After making changes, the Job Template will auto-save.

Verification/Confirmation: Changes made on the job template is reflected when it is used on a new estimate or work order.