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Home > Workshop Software Settings > How to create templates for job card notes
How to create templates for job card notes
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Instead of typing the same notes or information on to every job card you can create templated wording and insert the template into the job card notes each time it is needed.

 

1. To create a new template, click on 'Settings' from the list of options down the left hand side and then click on 'Company Lists';

 

 

From here you will be able to choose different sections that you can create templates for. (i.e. templates created under Job Card Note Templates will be available for job card notes only).

 

2. Click on the arrow key for Job Card Note Templates to expand on this section

 

 

3. Click on the green '+' icon to add a new template;

 

 

4. Create your template, give it a description that will make it easily identifiable.  You can format the text a number of different ways.  Once you have entered your text click on the green 'Save' button in the bottom right;

 

 

To enter the template to a job card, click on the green '+Add Template' button at the bottom of the Job Card Notes field in a job card;

 

 

A pop up box will appear offering a selection of templates available, select the template you want to insert and then click on the 'Select' button;

 

 

The wording will now appear in the job card notes and is able to be edited if required;

 

 

 

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