Add a phase to a job template

Setting up phasesPhases allow you to organise tasks, costs and other items on your jobs into logical groups for quoting, costing, invoicing, reporting and management purposes, providing you with greater visibility, context and control. in a job template provide a convenient way of pre-defining the structure of all new jobs that are based on that job template.

To add a phase to a job template:

1. If necessary, open a job template to add the phase to.
   1. On the toolbar click the Settings icon.
   2. On the General Settings tab, make sure that the Job Settings section is selected.
   3. On the Job Settings screen, make sure that the Job Template tile is selected
   4. Drill down on the name of the job template you wish to edit.
2. On the Edit Job Template screen, click + Add Phase.
3. In the Add New Job Template Phase dialog, fill in the information about the phase. For more information about each of the fields, see the Data fields reference section below.
4. Click Add to save your changes.

Data fields reference