Job Templates Overview
Job templates can help you automate capturing information for common types of work to reduce manual steps and errors. Information on jobs helps your employees get the context they need about the work they're doing and gives you better quality reporting.
Add and Manage Job Templates
When you create an account with Housecall Pro and select plumbing, HVAC, Electrical, window cleaning, carpet cleaning, or home cleaning as your company's industry, default templates will be created for you.
📌 Note: If the industries mentioned above don't match your business, you can still create and use job templates.
For new users:
Click the gear icon in the top right corner of your account (on web) to access Settings.
Select Jobs from the Settings menu on the left.
Select Templates at the top of the page.
For users with the previous version of Settings:
Click the gear icon in the top right corner of your account (on web) to access Settings.
Select Jobs > Job templates from the Settings menu on the left.
In your Job Templates settings:
Create a new template by clicking the + Job template button to the right.
Edit an existing template by clicking the pencil icon to the right. Make updates as needed, then click Save in the top right corner of the page.
Duplicate an existing template by clicking the More icon (three dots) in the job template row, then select Duplicate.
Delete a template by clicking the More icon (three dots) to the right. Select Delete from the drop-down, then click Delete in the confirmation window.
🛠️ Pro Tip: You can also create a job template from an existing job by clicking the wrench & gear icon on the Job page and selecting Save as new job template.
The following information can be added to a job template:
Template name
Only employees who are able to see the job will see the note.
Add any documents or photos that may be needed for the job.
Line items on templates must be saved to your price book. If you add a line item that doesn't exist in your price book yet, you'll be asked to choose a location to save it.
Information on the line item (e.g., quantity, price, description, etc) cannot be changed on the template, but once the job is created, the line item information can be updated.
How to Use Job Templates
Job templates can be selected when creating jobs or applied after a job is saved. Once applied, any information from the template will be automatically added to the job.
📌 Note: If information is added to a job before a job template is applied, applying a template later will not delete any existing information on the job.
Adding a template while creating a job:
Adding a template from an existing job:
Job Templates on Mobile
Job Templates on mobile can be applied by creating a job or added to an existing job. Just as on web, if information is added to a job before a job template is applied, applying a template later will not delete any existing information on the job.
Adding a template when creating a new job:
📌 Note: Attachments included on templates and applied to a new job will be visible once the job is saved.
Adding a template to an existing job:
Need help or have questions?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.