How to create a template
Go to Service templates and click New service template.
Choose Blank template, or a similar standard template, for example Jump start. You can change everything before you save.
Under About the service, enter the Template name and choose On site or Transport.
Fill in what the template should contain: work description, checklist and products. Click Create template.
The template is now in the list and can be used on new services.
The fields under About the service
Template name: the only field you must fill in. The name becomes the name of the service.
Service type: On site when the job is done where the vehicle is, Transport when it is going somewhere else.
Contract: optional. The template can then use the contract's own products, and it is shown first on jobs with that contract.
When is the template used? optional. Shown under the name and helps whoever is choosing a template.
The standard templates
Assist has five standard templates: Jump start, Roadside assistance, Transport to workshop, Accident recovery and Delivery. They have a work description and checklist, but no products, since products differ from station to station. The template you create from them is your station's own.
Next: The checklist in a service template and Products and suggested excess in the template.