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Job Template FAQ

Learn what a job template is along with how to utilize them within ServiceBridge

What is a Job Template?

ServiceBridge Job Templates let you create templates for job types you repeat often. They save time and clicks when you create new jobs and can be reused repeatedly.

A template can also carry a To-Do List — including Photo To-Dos — so every job created from it comes with the right steps and required photos.
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💡 Tip! Add To-Dos to define the required tasks and photos once, then reuse them on every job — for consistency, compliance, and less setup per Work Order.

Creating Job Templates in ServiceBridge

  1. Find Job Templates in Job Settings (gear icon > Jobs).
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  2. Scroll to Job Templates and click + Add New.
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  3. Fill in the fields you need (only Template Name is required); every field you complete pre-fills on Work Orders created from this template:

    1. Template Name (required), Summary, Job Category, and Skills required

    2. Products and Services

    3. Job To-do List — add To-dos (including Photo To-dos) so every Work Order created from this template automatically includes them.

    4. Estimated duration, Notes (common/private/invoice), and a default Reminder.

  4. Click Save when you are finished, and your Job Template is created.

Adding a To-do List to Your Template

In the template, use the Job To-do List section under Products & Services — the same way you add To-dos to a Work Order:

  • Click + Add new and select a To-do, or create one on the fly.

  • Mark any To-do as Required, then drag and drop to set the order.

  • Add Photo To-dos to require a set of photos (for example, 2 Before and 3 After) on every job made from this template.

Learn more in How to use Job To-dos.

Using Job Templates in ServiceBridge

You can view, edit, copy, or delete a template from the Job Templates section in Job Settings.

  • Click the Edit icon (pencil) to make changes.
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  • Click the Delete icon (trash can) to delete a template you no longer need.

  • You can copy an existing job template as well.  This could be useful if you need to spin up a few templates that are similar to save you some clicks when creating new templates.

Creating a Work Order using Job Templates

You can create a work order using a Job Template.  

  1. Click the + Add button in the upper left and select Work Order.

  2. Choose a customer, then click into the Summary box and select a Job Template.

  3. Confirm the override prompt, and all the template’s fields — including its To-dos — pre-fill on the new Work Order.
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  4. Fill in the rest and click Save.

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