Create Job Templates

Job Templates help make the estimating process faster and more accurate. Job Templates have 2 main parts:

Job information including the default description as it will appear on estimates.
Job Costs & Production rates that calculate how much labor and materials should be used on this type of job.

To view the Job Templates list, click on the Job Templates app tile.

To add a new Job Template, click on the New Job Template link.

Fill out the job information.

Job Template Name- This is the internal name that will differentiate job templates. Feel free to be as descriptive as necessary.
Pricing Method- Choose between Unit Pricing and Production Rate Pricing.
QuickBooks Item- Select an item from your QuickBooks item list. This is the item that will be used when invoicing the job.
Markup %- Only appears when Production Rate Pricing is selected. This is the default markup that is added to a job's total cost to arrive at a final price to the customer.
Job Type- Select a job type to help classify and filter jobs of the same type.
Tax- Select whether this job should be taxable or not.
Description- The default description that will appear on estimates. The description can be changed on a job by job basis once a job has been added to an estimate.

Click save to continue.

Enter Job Items in the Job Costs & Production Rates grid.

Job Item- Select an item from your Job Item list. These are the labor and material items that make up a job.
Measurement Type- Select what measurement type is used to calculate the quantity of this job item.
Production Rate- Enter the production or material usage rate. This is how many square feet can be completed per person-hour or how many square feet can be covered by a ton of asphalt at a certain depth.

Enter Unit Pricing if Unit Pricing method is selected.

Measurement Type- The type of measurement that will be used to calculate the price.
Unit Price- The price per unit, such as price per square foot, linear foot, etc.

Click Save & Back or Save & New to finish.