Create a Template for Recurring Jobs

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On the ribbon, go to Tools > Status and add a new status called Template in all job areas required.

 

jobtemplatestatus

 

Create a new job and enter all required fields. Select the status of Template.

 

jobtemplate1

 

Info

Note: A Price level must be selected and a choice made in the Tax Paid checkbox if no customer is added.

 

Create a Job List using Template in the Status field, pin it and and name it something appropriate.

 

jobtemplatelist

 

To produce a recurring job, open the Template job and select Create Similar. Make the required changes/additions.

 

cstemplatejob

 

How to

Add a Job

Add Comments to a Job

Add Discount to a Job

Add Document to Job

Add Freight to Jobs

Add Multiple Jobs

Add Stock by Multi-selection

Add Stock to a Job

Add Stock to Job When Insufficient Stock

Auto create purchase orders from Jobs

Charge a customer a restocking fee

Create a Job from a Similar or Previous Job

Create Back order

Credit an Overcharged Customer

Handle Part Delivery of Jobs

Import Jobs

Job/Order Prepayments/Refunds

 

 

Mark a Job as Ready

Print a Job

Rent Stock to a Customer

Reserve Stock for a Job

Scan Stock into Jobs

Select Serial Numbers on a Job

Stock Availability Allocation Process by List

Stock Availability by Location on the Fly

Take Deposits from Customers

Unallocate stock from a job

Unlink a Job

Unmark a Job as Ready

Unprint a Job

Unreserve Stock for a Job

Use Comments to Track Work in a Job

Use Stock Lookup and Select

View or Edit a Job