Job Templates: save your common job setups, spin up new jobs in one click

If you keep raising the same kind of job over and over (annual services, standard repairs, the install you quote every other week), Job Templates lets you save that setup once and reuse it forever. Pick a template when you raise a new job and the category, description, work details, parts, labour, attachments and notes drop in for you. No more rebuilding the same job from scratch.

What's New

• Templates live in Settings. Head to Settings, Job Preferences, Templates to build and manage them. Give a template a name, set a default category and fill in the description and work details once.
• Pre-loaded line items. Add parts and labour straight from your price list, including price kits, plus any free-text items you want on every job of this type. Pricing resolves against your current price list the moment the template is applied, so you're never billing yesterday's rates.
• Attachments and notes. Pin images and PDFs to a template (think site checklists, safety sheets, install diagrams) and they get copied onto every new job that uses it. Notes come across too.
• Start from template on the New Job modal. When you create a job, a "Start from template" dropdown appears at the top. Pick one and everything fills in. The dropdown only shows up once you have an active template, so it stays out of the way until you need it.
• Dirty-field protection. Already started typing a description or picked a Job Type? The template won't blat over what you've entered. It only fills in the fields you've left alone.
• Archive what you don't use. Templates can be archived and unarchived. Archived ones disappear from the New Job picker but stay on file in case you want them back.

How It Works

1. In Settings: open Settings, Job Preferences, Templates and hit "New Template". Name it ("Annual Aircon Service", "Standard Hot Water Replace", whatever fits), set the category, add your description and work details, drop in the parts and labour from the price list and attach any files or notes you want carried across.
2. Next time you create a job: open the New Job modal and you'll see a "Start from template" dropdown at the top. Pick the one you want.
3. Cooledge does the rest: the Job Type, Category, Description and Work Details pre-fill (without overwriting anything you've typed), the line items resolve against your current pricing, the attachments get copied to the new job and the notes drop in. Tweak anything that needs tweaking and save.

Read the Job Templates guide →

Why It Matters

Repeat work shouldn't feel like starting from scratch every time. If you do twenty annual services a month, you shouldn't be retyping the same description, hunting for the same three parts and re-attaching the same checklist twenty times. Set it up once, use it forever. Less typing, fewer missed line items and every job of the same type looks the same when it lands on the tech's phone.

Available on every plan. Portal only for v1, with the mobile picker on the way.