Open Forum

Expand all | Collapse all

how to create a job template

  • 1.  how to create a job template

    Posted Sep 10, 2019 07:02 PM

    I just want to create a job template which only used for billings. no costs and only reflect how much hours we issued to customer and how much we issued to customers?


    Sandy Zhang
    Airborne Engines Ltd
    Delta BC

  • 2.  RE: how to create a job template

    Posted Sep 11, 2019 07:00 AM
    @Sandy Zhang,

    There is no specific functionality for creating a job template. That being said, you can do the following:

    1.  ​Create a job under status Planning to any customer. We use a customer that is not regularly billed to.
    2. Put all the information in the job as you want to be able to use it for your billing purposes with other customers.
    3. When you are going to bill the other customers, create a new job for said customer.
    4. Use the Copy Job From functionality.

    Let me know if you have any other questions.

    Amanda Mayer
    New View Strategies
    Milwaukee WI


If you've found this thread useful, dive deeper into User Group community content by role