Using templates

2 min read

Templates let you pre-load a set of steps when starting a new job - so you're not building the same workflow from scratch every time.

Applying a template to a job

1. When creating a job, click the Select Template button once you've filled in the customer details
2. Search or browse your templates in the Select Template dialog
3. Click a template card to apply it — it loads immediately with no extra confirmation

The template's steps are loaded into your job. You can then edit, add, or remove steps as needed for this specific job.

Browsing templates

You can view and manage all templates from the Templates page. Click any template to expand and preview its steps. Templates are shared across your whole business — every team member can use them.