This guide will walk you through the process of adding and removing templates from your Shopflow account.
Templates are a powerful way to save time and ensure consistency in your Shopflow account.
Adding a Job Template
Job templates determine the top level details of a job.
They can be added and removed from the Templates page under the Admin menu.
To add a template, click the Add Template button.
Select Job as the the type of template you want to add.
You can now enter the details of the template.
Adding a Work Order Template
Work order templates define the fields and operaionts for new work orders.
They can be added and removed from the Templates page under the Admin menu.
To add a template, click the Add Template button.
Select Work Order as the the type of template you want to add.
You can now enter the details of the template.
