Say goodbye to repetitive data entry! With our new Job & Visit Templates, your team can pre-populate key job and visit details in just a few clicks. Whether it’s a common service request or a recurring type of job, templates allow you to move faster, stay consistent, and reduce manual input. Even better—if your job template includes a default visit template, we'll create both the job and the visit for you automatically. It's smarter scheduling made simple.
Introducing Job and Visit Templates, available now in Admin Settings.
Here's what you can do:
Create Job Templates with pre-filled fields like job type, description, and more.
Attach a default Visit Template to any Job Template for one-click job + visit creation.
Build standalone Visit Templates that can be applied during visit scheduling (especially useful with the new visit form enabled).
When creating a job, simply select a template from the new dropdown menu, and we’ll fill in the rest.
When creating a visit, simply select a template from the new dropdown menu, and we’ll fill in the rest.
This feature streamlines job setup, reduces admin work, and ensures consistency across your organization.
This feature streamlines job setup, reduces admin work, and ensures consistency across your organization.
Please reach out to BuildOps Support Team if you are interested to get this feature enabled.