Creating Jobs from Templates

How to create Jobs from Templates (within Jobs)

Head over to Jobs and select "New Job from Template".

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Using the drop-down field, select the relevant Template and press Ok.

Job_Template_-_7.png

Note: Tradify will now create a new Job from the selected Template.

  

 

How to create Jobs from Templates (within the customer profile)

Head over to Customers and open the relevant customer. Next, click on the Jobs tab and then select "New Job from Template".

Job_Template_-_8.jpg

Using the drop-down field, select the relevant Template and press Ok.

Job_Template_-_7.png

Note: Tradify will now create a new Job from the selected Template. 
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