Set up visit templates
Save common services, descriptions and prices for faster quoting and booking.
Understand the two levels
A template category groups similar services. A visit template is an individual service preset inside that category.
For example:
- Category: Inspections
- Templates: Initial survey, follow-up visit, routine check
Categories can exist before any templates are added.
Create a category
Open Templates and choose Create category. Give it a short name that makes sense when quoting or booking work.
Create a template
Choose Create template, select its category and add:
- service or work name
- customer-facing visit description
- default price
The description should explain the work expected on site. It is copied onto a visit and remains visible before the visit starts.
Use a template
Select the template while creating a quote or visit. Review the filled fields and adjust them for that job when needed.
Templates are different from schedule visit types, which control calendar labels and colours. Visit types are managed under Settings → Appearance.