Purpose 

The List Templates feature allows users to create one or more templates to prefill list items in the Tasks, Quotes/Jobs, Bids/Estimates, or Work Tickets modules quickly and automatically. This feature helps ensure all items are added consistently and saves time by efficiently populating lists.

List Templates Setup View 

Template List

Displays a list of current templates.

• "+" Icon: Adds a new template

List Template Selected View

Options Section

• List Name: Customizable name for the template
• Description/Scope/Instructions: Used to auto-populate a default description.
• Assigned: Used to assign users.
• Module Selection: Checkboxes to select which modules the template will be available in
  • Tasks: Available in Job and Contract records on the Tasks tab
  • Jobs/Quotes: Available in Job or Quote records on the Items tab
  • Bids: Available in Bid records on the Estimates tab
  • Work Tickets: Available in Work Ticket records on the Items tab
  • Files: Create folder templates.
  • Bills: Available in Bills module on the Items tab.

Module Specific Features

• Tasks:
  • Item Description: Used to automatically populate description.
  • Assigned: Used to automatically assign user to Task.
• Jobs/Quotes:
  • Item Description: Used to enter a product line item description.
  • Product: Used to assign a Product/Service record to the line item.
  • Price: Used to define a price.
  • Cost Code: Used to choose a cost code to assign to the line item.
• Bids:
  • Item Description: Used to enter a product line item description.
  • Product: Used to assign a Product/Service record to the line item.
  • Price: Used to define a price.
  • Cost Code: Used to choose a cost code to assign to the line item.
• Work Tickets
  • Item Description: Used to enter a product line item description.
  • Product: Used to assign a Product/Service record to the line item.
• Files
  • Item Description: Used to name the folder template.
• Bills
  • Item Description: Used to enter a Bill default description.
  • Cost Code/Class: Used to set the Cost Code or Class for the line item.
  • Product/G/L: Used to assign a product or G/L account.
  • Price: Used to define the price for the bill line item.
• POs:
  • Item Description: Used to enter a product line item description.
  • Product: Used to assign a Product/Service record to the line item.
  • Price: Used to define a price.
  • Cost Code: Used to choose a cost code to assign to the line item.

Workflows

Create a Template

1. Navigate to Company Preferences > List Templates
2. Click the "+" icon in the Templates section
3. Enter a List Name in the Options section
4. Select the modules where the template will be available
5. Add line items using the "+" icon in the Item Description section
6. (Optional) Reorder items by changing the order numbers

Delete a Template

1. In the List Templates setup module, locate the desired template
2. Click the "🗑️" icon next to the template name

Add List Templates to Records

1. Navigate to the desired module (Jobs, Quotes, Contracts, Bids, or Work Tickets)
2. Select a record and go to the appropriate tab (Tasks or Items)
3. Click the "⚙️" icon and choose "Load Template"
4. Select the desired template from the list

Note: For Jobs/Quotes and Estimates, only the item name will load. No pricing or quantity information is included when using List Templates.