Pre-built templates for common repair types to speed up job creation.

Job Templates

Job Templates let you pre-fill common repair details so you're not typing the same thing over and over. Create a template once for "iPhone Screen Replacement" or "Laptop Diagnostics," then use it whenever you create a new job.

Access templates from Job Templates in the sidebar, or from Settings → Job Templates.

Creating a Template

1. Click New Template
2. Fill in:
   • Template Name (required) — e.g., "iPhone Screen Replacement"
   • Equipment — the device type (e.g., "iPhone 15 Pro Max")
   • Problem Description — what the customer typically reports
   • Internal Notes — reminders for your team (e.g., "Order OEM display from Vendor X")
   • Type — In-Shop or On-Site
3. Click Create Template

Template Fields

Field	Purpose
Name	Identifies the template in the list
Equipment	Pre-fills the device field on new jobs
Problem	Pre-fills the problem description
Notes	Pre-fills internal notes
Type	Sets whether the job is In-Shop or On-Site

In-Shop vs. On-Site

• In-Shop — the customer drops off the device at your shop. These jobs appear on the Bench.
• On-Site — you go to the customer's location. These are managed from the Jobs list.

Using Templates

When creating a new job, select a template to auto-fill the equipment, problem, notes, and job type. You can still edit any field after applying the template.

Editing & Deleting

• Hover over a template card and click the pencil icon to edit
• Click the trash icon to delete (you'll be asked to confirm)