You can create a new job template A job template can contain a pre-defined set of phases, tasks, to-do items, milestones and disbursements. By providing a standardised job structure, job templates can save you time when you need to set up jobs of a similar type that occur on a regular basis. by saving an existing quote or estimate:
- In the Business menu, select Quotes.
- (optional) Click the Filter button (at right of screen) and select one or more filters A filter provides a quick way to display only selected clients, jobs, quotes or estimates, work in progress, invoices and purchase orders based on pre-defined criteria. .
- Drill down on the number of the quote you wish to save as a job template.
- On the quote details screen, select Options > Save quote as template.
- On the New Job Template screen, enter the information about the job. You can find more information about the fields in the Data fields reference section below.
- Save your changes. The new job template is saved (including milestone, task and cost information from the current quote) and you are returned to the Edit Job Template screen.
- When you are ready, edit the new job template to make any additional changes you require. For details of data fields, see Edit a job template.
Data fields reference
New Job Template screen
| Field | Description |
|---|---|
| Name |
The name of the current quote is shown in the template Name field. The template name should describe the type of job. For example: Rebranding job, Website design, Kitchen installation. Review and modify as required. It is possible to create job templates with duplicate names, so take care to specify a unique name. |
| Description | The description from the current quote is shown in the Description field. 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. Review and modify as 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.
|