{"id":27567,"date":"2019-08-29T14:02:11","date_gmt":"2019-08-29T13:02:11","guid":{"rendered":"https:\/\/www.okappy.com\/?post_type=avada_portfolio&#038;p=27567"},"modified":"2021-08-25T21:18:38","modified_gmt":"2021-08-25T20:18:38","slug":"creating-job-templates","status":"publish","type":"avada_portfolio","link":"https:\/\/www.okappy.com\/support-article\/creating-job-templates\/","title":{"rendered":"Creating custom job templates"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Creating custom job templates<\/h1><\/div><div class=\"fusion-text fusion-text-1\"><p>Every company is different, whether because of the industry you work in or the stage of your business. \u00a0Being able to tailor your job sheets and check sheets is critical.<\/p>\n<p>With Okappy, you&#8217;ve always been able to have your own job sheets and checksheets with the specific information that you require. \u00a0You can now create those templates yourself with our template builder.<\/p>\n<p><strong>Please note<\/strong>: You will need to ensure all your engineers have at least <strong>v14.11<\/strong>\u00a0of the Okappy app on iOS or <strong>1.4<\/strong>\u00a0of the Okappy app on Android.<\/p>\n<p>To check which version of the Okappy app you have from within the app<\/p>\n<ul>\n<li>Click the Okappy icon<\/li>\n<li>Click <strong>More<\/strong><\/li>\n<li>Scroll down to <strong>HELP\/Support<\/strong><\/li>\n<li>Click <strong>About Okappy<\/strong><\/li>\n<\/ul>\n<p>To see which version of the app your employees have from the web dashboard<\/p>\n<ul>\n<li>Click <strong>Reports<\/strong><\/li>\n<li><strong>Vehicles \/ devices<\/strong><\/li>\n<li><strong>Vehicles \/ device details<\/strong><\/li>\n<li>Hover over the device icon ( <img class=\"lazyload alignnone size-large\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%2739%27%20height%3D%2739%27%20viewBox%3D%270%200%2039%2039%27%3E%3Crect%20width%3D%2739%27%20height%3D%2739%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/iPhoneDeviceIcon.png\" width=\"39\" height=\"39\" \/>\u00a0) to see the version<\/li>\n<\/ul>\n<p>Read on to find out how to create job templates with Okappy.<\/p>\n<\/div><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-2 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h3 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:22;--minFontSize:22px;line-height:1.44;\">Okappy job sheet templates<\/h3><\/div><div class=\"fusion-text fusion-text-2\"><p>On Okappy, a job template is made up of the following sections:<\/p>\n<ul>\n<li>Header and footer<\/li>\n<li>Main details section &#8211; \u00a0typically filled out by the office<\/li>\n<li>Up to three check sheets &#8211; typically filled out by the engineer<\/li>\n<\/ul>\n<\/div><span class=\" fusion-imageframe imageframe-none imageframe-1 hover-type-none\"><img width=\"1024\" height=\"898\" alt=\"job template preview\" title=\"job template preview\" src=\"https:\/\/okappyimages.okappy.com\/job-template-preview.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/job-template-preview-1024x898.png\" class=\"lazyload img-responsive wp-image-27571\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271128%27%20height%3D%27989%27%20viewBox%3D%270%200%201128%20989%27%3E%3Crect%20width%3D%271128%27%20height%3D%27989%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/job-template-preview-200x175.png 200w, https:\/\/okappyimages.okappy.com\/job-template-preview-400x351.png 400w, https:\/\/okappyimages.okappy.com\/job-template-preview-600x526.png 600w, https:\/\/okappyimages.okappy.com\/job-template-preview-800x701.png 800w, https:\/\/okappyimages.okappy.com\/job-template-preview.png 1128w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 900px) 100vw, 1024px\" \/><\/span><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-3 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">1) Create a job template<\/h1><\/div><div class=\"fusion-text fusion-text-3\"><p>From within the jobs page on Okappy,<\/p>\n<ul>\n<li>Click <strong>Job options<\/strong><\/li>\n<\/ul>\n<p><img class=\"lazyload size-large wp-image-27573\" title=\"Adding job sheet templates\" src=\"https:\/\/okappyimages.okappy.com\/job-sheet-templates-1024x655.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/job-sheet-templates-1024x655.png\" alt=\"Adding job sheet templates\" width=\"1024\" height=\"655\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27655%27%20viewBox%3D%270%200%201024%20655%27%3E%3Crect%20width%3D%271024%27%20height%3D%27655%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/job-sheet-templates-200x128.png 200w, https:\/\/okappyimages.okappy.com\/job-sheet-templates-300x192.png 300w, https:\/\/okappyimages.okappy.com\/job-sheet-templates-400x256.png 400w, https:\/\/okappyimages.okappy.com\/job-sheet-templates-460x295.png 460w, https:\/\/okappyimages.okappy.com\/job-sheet-templates-600x384.png 600w, https:\/\/okappyimages.okappy.com\/job-sheet-templates-768x491.png 768w, https:\/\/okappyimages.okappy.com\/job-sheet-templates-800x512.png 800w, https:\/\/okappyimages.okappy.com\/job-sheet-templates-1024x655.png 1024w, https:\/\/okappyimages.okappy.com\/job-sheet-templates-1200x767.png 1200w, https:\/\/okappyimages.okappy.com\/job-sheet-templates.png 1359w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li>Click <strong>Job sheet templates<\/strong><\/li>\n<\/ul>\n<p><img class=\"lazyload size-large wp-image-27579\" title=\"viewing custom templates\" src=\"https:\/\/okappyimages.okappy.com\/viewing-custom-templates-1024x655.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/viewing-custom-templates-1024x655.png\" alt=\"viewing custom templates\" width=\"1024\" height=\"655\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27655%27%20viewBox%3D%270%200%201024%20655%27%3E%3Crect%20width%3D%271024%27%20height%3D%27655%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/viewing-custom-templates-200x128.png 200w, https:\/\/okappyimages.okappy.com\/viewing-custom-templates-300x192.png 300w, https:\/\/okappyimages.okappy.com\/viewing-custom-templates-400x256.png 400w, https:\/\/okappyimages.okappy.com\/viewing-custom-templates-460x295.png 460w, https:\/\/okappyimages.okappy.com\/viewing-custom-templates-600x384.png 600w, https:\/\/okappyimages.okappy.com\/viewing-custom-templates-768x491.png 768w, https:\/\/okappyimages.okappy.com\/viewing-custom-templates-800x512.png 800w, https:\/\/okappyimages.okappy.com\/viewing-custom-templates-1024x655.png 1024w, https:\/\/okappyimages.okappy.com\/viewing-custom-templates-1200x767.png 1200w, https:\/\/okappyimages.okappy.com\/viewing-custom-templates.png 1359w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li>Click <strong>New template<\/strong> to enter the template builder<\/li>\n<\/ul>\n<p><img class=\"lazyload size-large wp-image-27572\" title=\"job template name template\" src=\"https:\/\/okappyimages.okappy.com\/job-template-name-template-1024x655.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/job-template-name-template-1024x655.png\" alt=\"job template name template\" width=\"1024\" height=\"655\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27655%27%20viewBox%3D%270%200%201024%20655%27%3E%3Crect%20width%3D%271024%27%20height%3D%27655%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/job-template-name-template-200x128.png 200w, https:\/\/okappyimages.okappy.com\/job-template-name-template-300x192.png 300w, https:\/\/okappyimages.okappy.com\/job-template-name-template-400x256.png 400w, https:\/\/okappyimages.okappy.com\/job-template-name-template-460x295.png 460w, https:\/\/okappyimages.okappy.com\/job-template-name-template-600x384.png 600w, https:\/\/okappyimages.okappy.com\/job-template-name-template-768x491.png 768w, https:\/\/okappyimages.okappy.com\/job-template-name-template-800x512.png 800w, https:\/\/okappyimages.okappy.com\/job-template-name-template-1024x655.png 1024w, https:\/\/okappyimages.okappy.com\/job-template-name-template-1200x767.png 1200w, https:\/\/okappyimages.okappy.com\/job-template-name-template.png 1359w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li>Enter a name for your template in the template name field<\/li>\n<\/ul>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-3 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-2 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-4 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">2) Add a header to your template<\/h1><\/div><div class=\"fusion-text fusion-text-4\"><p>To add a header to your template<\/p>\n<ul>\n<li>Click <strong>Edit header<\/strong><\/li>\n<\/ul>\n<p><img class=\"lazyload size-large wp-image-27578\" title=\"job template headers\" src=\"https:\/\/okappyimages.okappy.com\/job-template-headers-1024x655.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/job-template-headers-1024x655.png\" alt=\"job template headers\" width=\"1024\" height=\"655\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27655%27%20viewBox%3D%270%200%201024%20655%27%3E%3Crect%20width%3D%271024%27%20height%3D%27655%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/job-template-headers-200x128.png 200w, https:\/\/okappyimages.okappy.com\/job-template-headers-300x192.png 300w, https:\/\/okappyimages.okappy.com\/job-template-headers-400x256.png 400w, https:\/\/okappyimages.okappy.com\/job-template-headers-460x295.png 460w, https:\/\/okappyimages.okappy.com\/job-template-headers-600x384.png 600w, https:\/\/okappyimages.okappy.com\/job-template-headers-768x491.png 768w, https:\/\/okappyimages.okappy.com\/job-template-headers-800x512.png 800w, https:\/\/okappyimages.okappy.com\/job-template-headers-1024x655.png 1024w, https:\/\/okappyimages.okappy.com\/job-template-headers-1200x767.png 1200w, https:\/\/okappyimages.okappy.com\/job-template-headers.png 1359w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li>Click <strong>+ Add field<\/strong><\/li>\n<li>Click where it says <strong>Insert text<\/strong><\/li>\n<li>Enter the details that you want to appear on the header. \u00a0You can add different sizes of text, images and spacer.\n<p style=\"margin-top: 10px;\"><strong>Note<\/strong>: Images will be shown at full size, so ensure you have resized the image to the correct size first before uploading.<\/p>\n<\/li>\n<\/ul>\n<p><img class=\"lazyload size-large wp-image-27577\" title=\"job template headers more fields\" src=\"https:\/\/okappyimages.okappy.com\/job-template-headers-more-fields-1024x655.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/job-template-headers-more-fields-1024x655.png\" alt=\"job template headers more fields\" width=\"1024\" height=\"655\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27655%27%20viewBox%3D%270%200%201024%20655%27%3E%3Crect%20width%3D%271024%27%20height%3D%27655%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/job-template-headers-more-fields-200x128.png 200w, https:\/\/okappyimages.okappy.com\/job-template-headers-more-fields-300x192.png 300w, https:\/\/okappyimages.okappy.com\/job-template-headers-more-fields-400x256.png 400w, https:\/\/okappyimages.okappy.com\/job-template-headers-more-fields-460x295.png 460w, https:\/\/okappyimages.okappy.com\/job-template-headers-more-fields-600x384.png 600w, https:\/\/okappyimages.okappy.com\/job-template-headers-more-fields-768x491.png 768w, https:\/\/okappyimages.okappy.com\/job-template-headers-more-fields-800x512.png 800w, https:\/\/okappyimages.okappy.com\/job-template-headers-more-fields-1024x655.png 1024w, https:\/\/okappyimages.okappy.com\/job-template-headers-more-fields-1200x767.png 1200w, https:\/\/okappyimages.okappy.com\/job-template-headers-more-fields.png 1359w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li>Repeat for each field that you want to appear.<\/li>\n<\/ul>\n<\/div><span class=\" fusion-imageframe imageframe-none imageframe-2 hover-type-none\"><img width=\"1024\" height=\"655\" alt=\"job template headers\" title=\"job template headers\" src=\"https:\/\/okappyimages.okappy.com\/job-template-headers.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/job-template-headers-1024x655.png\" class=\"lazyload img-responsive wp-image-27578\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271359%27%20height%3D%27869%27%20viewBox%3D%270%200%201359%20869%27%3E%3Crect%20width%3D%271359%27%20height%3D%27869%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/job-template-headers-200x128.png 200w, https:\/\/okappyimages.okappy.com\/job-template-headers-400x256.png 400w, https:\/\/okappyimages.okappy.com\/job-template-headers-600x384.png 600w, https:\/\/okappyimages.okappy.com\/job-template-headers-800x512.png 800w, https:\/\/okappyimages.okappy.com\/job-template-headers-1200x767.png 1200w, https:\/\/okappyimages.okappy.com\/job-template-headers.png 1359w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 900px) 100vw, 1200px\" \/><\/span><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-4 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-3 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-5 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">3) Add a footer to your job template<\/h1><\/div><div class=\"fusion-text fusion-text-5\"><p>To add a\u00a0footer to your template, scroll down to the bottom of the page and<\/p>\n<ul>\n<li>Click <strong>Edit footer<\/strong><\/li>\n<li>Click <strong>+ Add field<\/strong><\/li>\n<li>Click where it says <strong>Insert text<\/strong><\/li>\n<li>Enter the details that you want to appear on the footer.<\/li>\n<\/ul>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-5 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-4 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-6 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">4) Add a job details section<\/h1><\/div><div class=\"fusion-text fusion-text-6\"><p>The job details are typically filled out by the office. \u00a0There are a number of fields which appear on all templates. These are the reference field, job id, customer, appointment date, signature and the date the job was completed.<\/p>\n<p>Additional information will often include site details, contact details and the description of what is required.<\/p>\n<p>To add these fields:<\/p>\n<ul>\n<li>Click <strong>+ Add group<\/strong><\/li>\n<\/ul>\n<p><img class=\"lazyload size-large wp-image-27576\" title=\"adding job sheet template details\" src=\"https:\/\/okappyimages.okappy.com\/adding-job-sheet-template-details-1024x655.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/adding-job-sheet-template-details-1024x655.png\" alt=\"adding job sheet template details\" width=\"1024\" height=\"655\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27655%27%20viewBox%3D%270%200%201024%20655%27%3E%3Crect%20width%3D%271024%27%20height%3D%27655%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/adding-job-sheet-template-details-200x128.png 200w, https:\/\/okappyimages.okappy.com\/adding-job-sheet-template-details-300x192.png 300w, https:\/\/okappyimages.okappy.com\/adding-job-sheet-template-details-400x256.png 400w, https:\/\/okappyimages.okappy.com\/adding-job-sheet-template-details-460x295.png 460w, https:\/\/okappyimages.okappy.com\/adding-job-sheet-template-details-600x384.png 600w, https:\/\/okappyimages.okappy.com\/adding-job-sheet-template-details-768x491.png 768w, https:\/\/okappyimages.okappy.com\/adding-job-sheet-template-details-800x512.png 800w, https:\/\/okappyimages.okappy.com\/adding-job-sheet-template-details-1024x655.png 1024w, https:\/\/okappyimages.okappy.com\/adding-job-sheet-template-details-1200x767.png 1200w, https:\/\/okappyimages.okappy.com\/adding-job-sheet-template-details.png 1359w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li>Add a group title<\/li>\n<li>Click <strong>Field settings<\/strong><\/li>\n<li>Choose what type of field you want. This could be a small, medium or large text field, an address field or a numeric field.<\/li>\n<li>Enter a field name i.e., contact name<\/li>\n<li>Choose the <strong>Field type<\/strong><\/li>\n<li>Select whether the field is mandatory or not<\/li>\n<li>Check whether the field can be edited by your engineer on their mobile device<\/li>\n<li>Repeat for each field that you want displayed on your job sheet<\/li>\n<\/ul>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-6 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-5 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-7 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">5) Add check sheets<\/h1><\/div><div class=\"fusion-text fusion-text-7\"><p>You can add up to three check sheets per job which appear at various stages of the job.<\/p>\n<ol>\n<li>The <strong>Pre-job<\/strong> templates is often used for risk assessment. If a pre-job template is included on the job, it will be shown as soon as the engineer clicks into the job details and has to be completed before they can go any further.<\/li>\n<li>The <strong>Work done<\/strong> sheet is standard on all job types. If no work done sheet has been set, the following default field will be shown\n<ol>\n<li>Materials used<\/li>\n<li>Materials cost<\/li>\n<li>Labour<\/li>\n<li>Labour cost<\/li>\n<\/ol>\n<\/li>\n<li>It is shown after the engineer has clicked <strong>On site<\/strong>.<\/li>\n<li>The <strong>End of job<\/strong> sheet is often used for customer feedback. If it has been included on the template, it will be shown after the engineer has clicked <strong>Complete job<\/strong>.<\/li>\n<\/ol>\n<p>To add a\u00a0<strong>Pre-job<\/strong> sheet,<\/p>\n<p><img class=\"lazyload size-large wp-image-27575\" title=\"adding pre job checksheets\" src=\"https:\/\/okappyimages.okappy.com\/adding-pre-job-checksheets-1024x655.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/adding-pre-job-checksheets-1024x655.png\" alt=\"adding pre job checksheets\" width=\"1024\" height=\"655\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27655%27%20viewBox%3D%270%200%201024%20655%27%3E%3Crect%20width%3D%271024%27%20height%3D%27655%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/adding-pre-job-checksheets-200x128.png 200w, https:\/\/okappyimages.okappy.com\/adding-pre-job-checksheets-300x192.png 300w, https:\/\/okappyimages.okappy.com\/adding-pre-job-checksheets-400x256.png 400w, https:\/\/okappyimages.okappy.com\/adding-pre-job-checksheets-460x295.png 460w, https:\/\/okappyimages.okappy.com\/adding-pre-job-checksheets-600x384.png 600w, https:\/\/okappyimages.okappy.com\/adding-pre-job-checksheets-768x491.png 768w, https:\/\/okappyimages.okappy.com\/adding-pre-job-checksheets-800x512.png 800w, https:\/\/okappyimages.okappy.com\/adding-pre-job-checksheets-1024x655.png 1024w, https:\/\/okappyimages.okappy.com\/adding-pre-job-checksheets-1200x767.png 1200w, https:\/\/okappyimages.okappy.com\/adding-pre-job-checksheets.png 1359w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li>Click the\u00a0<strong>Pre-job<\/strong> dropdown<\/li>\n<li>Click <strong>+ Add group<\/strong><\/li>\n<li>Enter a title for the group of questions<\/li>\n<li>Click the checkbox to determine whether to show the title on the job<\/li>\n<li>Click the first field<\/li>\n<li>Choose the field type. This could be a small, medium or large text field, a numeric field, rating field, Yes\/No field or a dropdown field with custom options<\/li>\n<li>Enter the question which will appear on the checksheet<\/li>\n<li>Check whether you want the field to be mandatory or not<\/li>\n<li>Repeat for each question<\/li>\n<\/ul>\n<p>To add a <strong>Work done<\/strong> sheet or <strong>End of job<\/strong> sheet, use the same steps as above.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-7 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-6 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-8 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">6) Save template<\/h1><\/div><div class=\"fusion-text fusion-text-8\"><p>Once you are happy with your template, click the <strong>Save template<\/strong> button.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-8 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-7 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-9 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">7) Additional options<\/h1><\/div><div class=\"fusion-text fusion-text-9\"><p>You can configure more options by clicking the <strong>Options<\/strong> button.<\/p>\n<p><img class=\"lazyload size-large wp-image-27574\" title=\"job sheet templates options\" src=\"https:\/\/okappyimages.okappy.com\/job-sheet-templates-options-1024x655.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/job-sheet-templates-options-1024x655.png\" alt=\"job sheet templates options\" width=\"1024\" height=\"655\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27655%27%20viewBox%3D%270%200%201024%20655%27%3E%3Crect%20width%3D%271024%27%20height%3D%27655%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/job-sheet-templates-options-200x128.png 200w, https:\/\/okappyimages.okappy.com\/job-sheet-templates-options-300x192.png 300w, https:\/\/okappyimages.okappy.com\/job-sheet-templates-options-400x256.png 400w, https:\/\/okappyimages.okappy.com\/job-sheet-templates-options-460x295.png 460w, https:\/\/okappyimages.okappy.com\/job-sheet-templates-options-600x384.png 600w, https:\/\/okappyimages.okappy.com\/job-sheet-templates-options-768x491.png 768w, https:\/\/okappyimages.okappy.com\/job-sheet-templates-options-800x512.png 800w, https:\/\/okappyimages.okappy.com\/job-sheet-templates-options-1024x655.png 1024w, https:\/\/okappyimages.okappy.com\/job-sheet-templates-options-1200x767.png 1200w, https:\/\/okappyimages.okappy.com\/job-sheet-templates-options.png 1359w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>The different options include<\/p>\n<ul>\n<li>Whether a signature is required before a job can be completed<\/li>\n<li>The standard duration of a job (this can be changed when you&#8217;re adding your jobs)<\/li>\n<li>How many minutes before the red dot starts flashing on the jobs page if\n<ul>\n<li>the job has not been viewed<\/li>\n<li>the engineer is not on site after the appointment time<\/li>\n<li>the job is not completed<\/li>\n<\/ul>\n<\/li>\n<li>Whether the on site time and completed time is shown on the job sheet<\/li>\n<li>The default number of days in advance to set the appointment date<\/li>\n<li>Whether on site and completed times are shown on the job sheet<\/li>\n<li>Whether a link to the related invoice is shown on the job sheet<\/li>\n<li>Whether the <strong>Before job checksheet (risk assessment)<\/strong>\u00a0is shown on the final job sheet<\/li>\n<li>Whether the <strong>After job checksheet (customer feedback)<\/strong> is shown on the final job sheet<\/li>\n<li>Optional SMS messages to be sent when the job is added and on the day of the job<\/li>\n<\/ul>\n<p>You can also set options what information is automatically included when you raise an invoice from a job. You can check one or all of the following<\/p>\n<ul>\n<li>Work done<\/li>\n<li>Customer reference<\/li>\n<li>Appointment date<\/li>\n<li>Address 1\/2\/3<\/li>\n<li>Date on site<\/li>\n<li>Complete date<\/li>\n<\/ul>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-9 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-8 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-10 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">8) Save template<\/h1><\/div><div class=\"fusion-text fusion-text-10\"><p>Click the <strong>Save template<\/strong> button again to save any further changes.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-10 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-9 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-11 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">9) Create jobs<\/h1><\/div><div class=\"fusion-text fusion-text-11\"><p>Once the template has been saved,<\/p>\n<ul>\n<li>go back to the jobs screen<\/li>\n<li>click <strong>New job<\/strong>, and<\/li>\n<li>choose your new template for the job type drop down.<\/li>\n<\/ul>\n<p><strong>Note<\/strong>: If you make changes to your template a new template version is created. This will affect all new jobs while jobs created with the old version of the template will remain as is. \u00a0To update jobs created with older versions of the template, change the job type from the job dashboard or from within the job.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-11 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-10 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-12 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h3 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:22;--minFontSize:22px;line-height:1.44;\">Check out our How to Video<\/h3><\/div><div class=\"fusion-video fusion-youtube\" style=\"max-width:600px;max-height:360px;\"><div class=\"video-shortcode\"><iframe title=\"YouTube video player 1\" src=\"https:\/\/www.youtube.com\/embed\/UyC4rZfGMo8?wmode=transparent&autoplay=0\" width=\"600\" height=\"360\" allowfullscreen allow=\"autoplay; fullscreen\"><\/iframe><\/div><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-12 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-11 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-13 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Further information<\/h1><\/div><div class=\"fusion-text fusion-text-12\"><p>You should now be able to select the job template when adding jobs.<\/p>\n<p>For further information on adding jobs see &#8211; \u00a0<a href=\"https:\/\/www.okappy.com\/support-article\/adding-and-editing-jobs\/\">Adding and editing jobs on your computer<\/a><\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"<p>See how to ceate and edit your own job templates with our template builder<\/p>\n","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"spay_email":""},"portfolio_category":[313],"portfolio_skills":[],"portfolio_tags":[444,445,443],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Creating custom job templates - Okappy<\/title>\n<meta name=\"description\" content=\"With Okappy, you create your own job templates with our unique template builder. Read on to find out how to create and edit your job templates\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.okappy.com\/support-article\/creating-job-templates\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Creating custom job templates - Okappy\" \/>\n<meta property=\"og:description\" content=\"With Okappy, you create your own job templates with our unique template builder. 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