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Creating Job Templates in FieldMagic

🎯 Objective

This guide outlines how to create and apply job templates in FieldMagic to streamline job creation and ensure consistency across your team.

1️⃣ Access Job Templates

• Go to the Jobs menu.
• Select Add Job Template to start creating a new template.

📂 View Existing Templates

• Click into the list of current job templates to review or edit previously created ones.

✏️ Define Job Template Details

• Set the Job Type (e.g., Service Call, Business Hours).
• Fill in any default fields such as job name, description, and assigned team.

📋 Set Up Checklists & Billing

• Attach relevant checklists to the template for field compliance.
• Choose the billing type (e.g., Time & Materials) and set job as billable or non-billable.

🧾 Populate Default Work Order Items

• Add default items such as standard call-out fees.
• Include materials and tasks that should appear by default in every job created from the template.

💾 Save the Job Template

• Once all required fields are complete, click Save to store the template for future use.

🛠️ Use the Template for Job Creation

• When creating a new job, use the Job Wizard to select a customer and site.
• Choose the saved job template to auto-populate details.

✅ Review the Work Order

• After job creation, open the Work Order to verify that all default products, tasks, and materials from the template have been correctly applied.