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Copy a job template

  • Updated

The simplest way to copy a job template is to create a dummy job based on the template you want to copy, then to save the dummy job as a template.

To create a copy of an existing job template:

  1. Select Jobs > Jobs > + Create New Job.
  2. On the New Job screen, add or change information about the new job. For more information about each of the fields, see the Data fields reference (New Job screen) section below.
  3. Save. A new job is created, based on the template you selected.
  4. On the job details screen, select Job Actions > Save Job as Template.
  5. On the New Job Template screen, add or change information about the new template. For more information about each of the fields, see the Data fields reference (New Job Template screen) section below.
  6. Save. A new job template is created, based on the job you created. The job details screen is displayed.
  7. Review the new template and make any additional changes you require. For details of data fields, see Edit a Job Template.

Data fields reference

New Job screen

The job you create here is the basis of the new template. You can leave a number of data fields blank (or default value) as these do not need to be populated in the template you are creating.

Field Description
Client

Select a client. You might add a dummy client by using the + Add Client option in the drop-down list. You can delete the client later if you wish.
Contact

Leave blank.
Name

The job name will become the template name and should describe the type of job. For example: Rebranding job, Website design, Kitchen installation.
Client Order Number Leave blank.
Template Select the template you wish to copy.
Budget Leave blank. 
Description The description will be displayed in the Description field on the New Job screen when you select the template. It can be as detailed as you wish.
Status Leave as the default Status value.
Category Leave as blank. You can set the Job Category later, if required.
Remaining data fields

Dates and staffing can be left as default values. Review and change Priority, if required.

New Job Template screen

Field Description
Name

As specified on the New Job screen. Review and modify if required.
Description As specified on the New Job screen. Review and modify if required.
Job Category A  job category Job categories are primarily a way to group various types of jobs (or tracking categories in Xero) together for reporting and viewing purposes. Whenever a job is invoiced, the information specified in the category, such as Xero Tracking Category, Income Account and Cost of Sale Account, is brought across in the invoices that flow through to your accounting system. , if required.
Job Costs are

The type of costs (Estimated or Actual) that will be added to the job when the template is used.

  • More...

    An actual cost item is understood by the system to be a cost that has been incurred on the job. It will therefore be picked up as part of the invoice when billing is based on actual costs.

    If the cost is estimated, we don't know what the actual cost is just yet. When the job is created, the estimated cost is added to the job but it is not flagged as an actual – it becomes an actual cost when you:

    • receipt a purchase order with this item on it, or
    • manually flag the item on the job as now being an actual (and probably update the cost and price of the item to reflect the supplier invoice).

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