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30.8 Template Job & Folder |
  
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30.8 Template Job & Folder |
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30.8.1 Template jobs are regular jobs that can be used when creating a new job through the JobCreator. This is useful when you have the same initial data entered across jobs. It will auto fill in information such as;
Standard Job Field ( Billing Types, Job Status, CB Code, Load/Disc%, Job Captain, etc. )
Standard Tasks
Standard Quotes
Standard Invoices
Standard Register Items
Note, only the fkeyStandard JobCreator supports this feature.
30.8.2 From the Home screen, click Lookup Tables and select Job Type
Select the job type
In the Template Job column, select which job the JobCreator will be using
In the Template Folder column, specify the path to the folder structure that will be copied to the job folder of the newly created job.
30.8.3 When the JobCreator is triggered, you are presented with a dialog to choose the job type. Selecting the job type that has the template job set, copies the template job details and the template folder structure.
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