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Switch template on the job

If the job turns out to be different from what was planned, you can switch the service template. What you have already done stays.

Written by Leif T. Rudlang

How to switch template

  1. Tap All actions at the bottom left, and tap Switch template. Underneath, you can see the template the job has now.

    Switch template under All actions

  2. Tap Service template, and choose the new template. The template you have now is marked Current.

    The list of templates, with the template you have now

  3. Tap Switch template.

    Switch service template with the Switch template button

What stays

  • Checklist items you have ticked off, and comments.

  • The route.

  • The work description, if someone has edited it. Otherwise it is replaced.

Good to know

  • You can switch template after you have accepted the job, and until the service has been invoiced.

  • If you switch between on-site work and transport, Assist lets you know before you switch.

  • Not working? Ask the office to switch the template.

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