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 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 Work to be done list, the picker tells you how many tasks will be added.
- Continue filling customer + due date + the rest.
- Save — the template’s Work to be done list is created on the work order automatically.
The picker is optional — you can always fill the form by hand.
In-house jobs: a template’s Unit Price is a retail price, so it only pre-fills for a customer’s piece. For an in-house inventory job the cost rolls onto the item instead, so the price is left blank (and clears if you switch ownership to in-house after picking a template).
Work to be done on a template
A template can pre-define the Work to be done — the plain task list of the work a job involves (resize, retip, rhodium). When you create a work order from the template, those tasks pre-fill the job’s Work to be done card, ready to tweak — so staff don’t retype the same task list every time.
- Edit them in
/settings/job-templates→ Work to be done on the create/edit form: add a task line, reorder with the arrows, remove with the trash icon. - This is the job’s whole pipeline, not just its customer-facing scope. On the work order each row can be handed to a bench jeweler or an outside vendor — that is what a “workflow stage” was, before the two lists became one.
- Order matters: rows are worked top to bottom, so list them in the sequence the job actually runs (e.g. Cast → Set stones → Polish → QC for a custom build).
- It prints on the bench and customer copies. Steps that aren’t customer scope (QC, shipping, waiting on a supplier) can be marked Internal on the work order, which keeps them off the customer’s copy.
- Leave it empty for one-offs — staff add the work by hand on the work order.
- A template with tasks shows a small “N tasks” chip in the templates list.
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 (customer-piece jobs only — see the in-house note above) |
| Work to be done | The job’s work list, auto-filled on each new work order (reorderable) |
| 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