Job Templates — Pre-Canned Intake Recipes
Templates for common services so staff don’t retype description, price, or workflow basics every time. Pick a template at intake → form auto-fills.
Distinct from Repair Message Templates (which govern email/SMS bodies sent to the customer when status changes). Job Templates are about intake recipes, not communications.
Where templates show up
/settings/job-templates— list + edit + create / delete (CanManageUsers permission)/work-orders/new— “Start from a template” picker at the top of the form
Seeded starter templates
Your tenant ships with 14 starters out of the box:
Repair
- Ring sizing — up / down
- Prong tightening / re-tipping
- Stone tightening
- Chain repair / solder
- Clasp replacement
- Basic polishing
- Rhodium plating
- Engraving — text / monogram-or-logo
- Stone replacement
- Refurbishment — full service
Custom
- Custom design — consultation (free, OrderType=custom)
- Custom design — CAD modeling
Pricing on the seeded rows is rough industry averages — tune to your shop’s margins before going live.
Picking a template at intake
/work-orders/new- Start from a template dropdown at the top
- Pick a template — Describe + Unit Price + OrderType pre-fill into the form. If the template defines a warranty period, WarrantyDays carries through too (computed into WarrantyExpiresAt when you save).
- Continue filling customer + due date + the rest.
- Save.
The picker is optional — you can always fill the form by hand.
Per-template fields
| Field | Purpose |
|---|---|
| Name | What staff see in the picker |
| Order Type | Filters which intake context the template appears in — repair, custom, manufacturing, or Any |
| Description | Pre-fills the work order’s Describe field |
| Unit Price | Pre-fills the price |
| Warranty Days | (Schema-supported; UI editor is a planned follow-up.) Default warranty period for jobs from this template |
| Sort Order | Lower numbers appear first in the picker |
| Active | Inactive templates don’t appear in the picker but are kept in history |
When to make a new template
Anytime your shop does the same job → same description → same price more than ~5 times a year, it’s worth a template. Keeps intake fast and pricing consistent across staff.
See also
- Repair Templates — per-status × per-channel customer messages
- Repair Warranty — how WarrantyDays drives the warranty window