Create a service from a template
Open the job, and click New service under Services. If the job has no services yet, click Add from template.
Choose the template. On the right you can see what it contains. Untick anything you don't want to include.
Click Create service. The service gets the template's name.
What the template fills in
The work description and checklist are shown on the service. Checklist shows how many of the required items have been completed.
The products wait under Payment as Suggested products. Click Add products when you want to add them to an order.
Switch the template on a service
Click Switch service template on the service, or Use service template if it has no template. Choose the template and confirm.
When you switch template
The service gets the new template's name and type.
The work description is only replaced if nobody has edited it.
Checklist items that have been ticked off, commented on or added manually stay. Untouched items from the old template are replaced.
Products that have already been added to an order stay.
You cannot switch template once the job is completed or the service has been invoiced.
Good to know
Templates on the job's contract are shown first. Templates on other contracts are shown last, with a warning that the contract's own products cannot be used.
With Source you can show only your station's templates or templates from a central.
Drivers can also add services and switch templates. See Add a service from the job and Switch template on the job.