Job and Message Templates

Templates save time and ensure consistency across your team.

Job Templates

Pre-define common job types with:

• Standard description
• Default checklist
• Typical line items and pricing
• Required photos

When creating a new job, select a template to auto-populate the form.

Message Templates

Create reusable SMS and email messages for:

• Job confirmations
• Appointment reminders
• Payment reminders
• Customer follow-ups

Go to Settings > Templates to manage your templates.