Editing a template
A template is a reusable job sheet: the tasks, groups, instructions and task types you apply to jobs again and again.
One row per task#
Open a job and you are on the Job Sheet tab. Each row is one task your team ticks off on site. The heading shows who is on the job and how many tasks are done.
- Job team
- Who is assigned to the job. Click it to add or remove people.
- Sub-job
- Adds a separately numbered part of the job, such as JB-0241-1, with its own sheet.
- Add task
- Adds a task to the sheet.
- Continue / Complete
- Continue opens the next task still to do. When every task is ticked it reads Complete, and marks the job complete.
- The round tick
- Click it to mark the task done. Click again to undo.
- Photos
- How many photos are on the task. Click to add more.
- Assigned
- Who the task is given to, if it is not the whole job team.
- Load template
- Adds a saved job sheet to this one.
- Save as template
- Keeps this sheet to reuse on future jobs.
Add a task#
Click Add task. Type what needs doing, then use the chips to file it in a group, give it to someone, set a date, or mark it as a task that needs Photos or a Signature. Click Add task to add it and start another, or Done when you have finished.
Instructions#
Click a task to open it. Whatever you write under Instructionsis exactly what the person on site reads on their phone before marking the task complete. Keep it short and specific. The same window holds the task's Sub-tasks, Photos, Snags and notes.
Photo evidence#
A Photos task holds as many photos as the work needs, each stored against the job and the task. No photo is ever required — the task can be ticked done with or without them, so your team decides what to capture.
GPS and time stamps#
Every photo is stamped with where and when it was taken, so each shot shows the place and the time the work was done.
Where the evidence ends up#
Completed tasks and their photos build the job's evidence record — timestamped, GPS-stamped proof of the work at every stage. It powers the client report, and at billing time it can be attached separately to the invoice when the customer wants to see what was done.
Tip — already used on jobs? Save your changes, then “Update jobs from template” pushes the new tasks to jobs that aren't finished yet.
Build one of your own templates task by task, so every job made from it starts with the right job sheet.
What editing a template changes
A template is the job sheet a job starts with. Editing it changes what the next job made from it receives: its tasks, how they are grouped, and any sub-jobs.
A template is edited in place, the same way a job sheet is. There is no save button. Each change is saved as you make it.
Only your own templates can be edited. To change one from the library, copy it first and edit the copy.
Where to start
Open the menu with the three-line button at the top left and tap Templates. Tap a template under Your templates. It opens on the Template screen, with its name, its task count and its tasks.
Add tasks
Tap Add task under the task cards. Add tasks to template opens. Type one task per line, or paste a whole list, then tap the add button. It reads Add task for one line and counts the tasks when there are more.
Press and hold a task card to delete it.
Set up each task
Tap a task card to open it. Tap the title to reword it, and add instructions for whoever does the task.
Type sets what the task asks for when it is done on a job: Photos, Checklist or Signature.
Under Sub-tasks, type in Add sub-task to break the task into smaller items to tick off. Close the task with the button at the top left when you are finished.
Put tasks into groups
Groups are headings that split a long job sheet into parts, such as first fix and second fix. Tap Add group, type a Group name and tap the tick. Each group has its own Add task.
Tap a group's heading for Rename group, Move up, Move down and Delete group. Deleting a group removes the heading only. Its tasks stay on the sheet, ungrouped.
To move one task to another group, open the task and tap the group label at the top.
Add sub-jobs
A template can make sub-jobs as well as tasks, for work that is quoted or tracked in separate parts. Tap Add sub-job at the bottom, give it a Title and a Description, and tap the tick.
The template then shows This job followed by each sub-job, and each has its own tasks. The three-dot button on a sub-job's heading holds Edit title and description and Remove sub-job.
Start from another template's tasks
Tap Add template beside Add task to bring in the tasks of another template. Choose it from the list. If the section already has tasks, Jobivo asks before it replaces them, and you confirm with Replace tasks. The template you picked from is not changed.
Rename it or make it the default
Tap the three-dot button at the top right. Rename changes the Template name and the Default job description, which fills in the description on a new job that uses this template.
Set as default makes this the template a new job starts from. Delete template removes it.
After you change a template
The next job made from the template gets the new job sheet. Tap Create job at the bottom to start one now.
Jobs already made from the template keep the job sheets they have. Changing or deleting a template does not alter them.
More in Templates →
See what else Job sheets can do. Still stuck? Email support@jobivo.co.uk and we'll get back to you.