Create a Job Template

How Do I... Create A Job Template

Smart Contractor allows you to create "job templates" that you can use to create new jobs. You can create any number of job templates.

Because Smart Contractor allows you to create jobs by copying (all or part) from any job in your Smart Contractor database, a "job template" is like any other job, and you create it the same way you create any other job. See the How Do I... Enter A New Job?" topic for information on how to create a job.

Depending on the content of your template job(s), one thing you may want to do differently for a template job is to check the Template Job check box in the Estimate tab of the Edit Job form.

If you check the Template Job check box, the program will not calculate and display totals for group items in the Edit Job Estimate form, and it will not calculate and display job totals in the "dashboard" on the main window. The reason you may want to do this is because the program will run much faster when editing the template job, and since it is only a template job, you may not need to see totals for it.