Service templates are a powerful feature that streamlines your job creation process. By saving frequently used services as templates, you can add them to new jobs with just a few clicks.
Let’s start by saving a service as a template:
- Choose a Job: Begin by selecting a job you’ve already created or are in the process of creating.
- Save As Template: Within the job, you'll find the option to ‘Save As Template’. Click this to transform the current service into a reusable template.
- Create or Update: If it’s a new template, hit ‘Create’. If it's an existing one, you can choose to update it or create a new version. For a new template, give it a descriptive name, like ‘Brake Service Premium Alternate’.
Finding Your Template
Locate your newly created template with ease:
- Search Function: Use the search bar to find your template. For example, searching ‘brake service’ should bring up the template you just created.
Using the Service Template Manager
For a broader view and management of your templates, use the Service Template Manager:
- Accessing Service Templates: Click on the gear icon for settings and select ‘Service Templates’ to see all saved templates.
- Editing Templates: Choose a template to edit. As an example, select ‘Water Pump Replaced’ to view and modify its details.
Important Options in Template Management
Here are some key features to understand when managing templates:
- Add to All Jobs: Select this option if you want the service to be included in every new job created, like routine inspections or car washes.
- Is a Recommended Template: Check this if you want the template to appear in the list of recommended services for new jobs.
Creating a New Service Template
When building a new service from scratch:
- Create New: Click to create a new template and enter the service details as you would for any job.
- Service Category and Type: These are optional but useful for reporting and organization. Add new categories or types with the plus (+) sign if needed.
Adding Parts and Labor to Your Template
Make sure your template includes all necessary components:
- Add Parts and Labor: Input all the parts and labor tasks required for the service.
- Labor Rate Options: You can set a specific labor rate for the template or leave it blank to apply the customer’s default rate.
Tips for Using Service Templates
Here are some final tips to ensure you make the most of the service templates:
- Tags for Searchability: Use tags to make your templates easy to find.
- Labor Rate Overrides: Remember that setting a labor rate in the template will override customer-specific rates unless left blank.
- Save Regularly: Save your templates regularly to avoid losing any changes.