Create & apply job templates

Creating job templates will ultimately save you loads of time and is a must for working efficiently. You’ll need them for all your frequently used procedures as well as for adding jobs to pipelines.

Start from a ready-made template

You can download ready-made job templates from the Marketplace created using best practices, and edit them to your needs.

To add a job template from the Marketplace:

1. Go to Templates > Marketplace from the left menu bar and open the Jobs tab.

2. Click Get free on the template you want to add, or click its price and proceed with payment if it’s a paid template.

3. Go to Templates > Firm templates, open the Jobs tab, and click the template name to edit it .

Create job templates

To create a job template:

1. Go to Templates > Firm templates from the left menu bar.

2. Open the Jobs tab.

3. Click Create template.

   

For a description of each field, see job template field reference .

Customize job names and descriptions with shortcodes

While creating a job template, include dynamic data—such as the account name or due date—in a job’s name, job’s name and description for a client. This way, you can:

• Easily tell jobs apart by the specific details in their names once they are inside a pipeline and displayed on job cards.

• Automatically add more specific information to job description.

• Share specific information in the job’s name and description for a client.

  

For available shortcodes and examples, see job template field reference .

Calculate date shortcodes from the job start date

By default, date shortcodes use the date the job is created. If you create jobs ahead of time, turn on Calculate date shortcodes from the job start date below the description, so the job name and description show the period the job is for.

With the switch on:

• Date shortcodes use the job’s start date, whether it’s relative, absolute or set when adding the job. If the job has no start date, they use the creation date.

• Each recurring job uses its own start date.

• [CREATION_*] shortcodes always use the creation date.

The switch is off by default and doesn’t change existing jobs. You can also turn it on or off for a single job in the Add job sidebar, with or without a template.

For example, for a job created on October 23, 2026 that starts on January 5, 2027:

With the switch on, Current year shows the year of the start date. To show the year of the previous or next quarter or month, use Last quarter year, Next quarter year, Last month year or Next month year.

The template form shows a warning when:

• The template uses [CURRENT_MONTH] or [LAST_MONTH]. These always use the creation date. The warning suggests the shortcode to use instead, such as [CURRENT_MONTH_NAME].

• Absolute dates is on with a fixed start date. Every job created from the template, including recurring ones, then shows the same period. Turn off Absolute dates to calculate the period for each job.

Apply job templates

Once you have some job templates, you can speed up the process of creating jobs. Job templates are applied manually or automatically by selecting a default .

To apply a job template manually:

1. Create a new job .

2. Add accounts and indicate the pipeline.

3. Click the Template list to expand it, then select the template you want. Check the template details; edit them if needed.

4. Continue creating the job by clicking Add at the bottom left.

   

Set default job template

The default job template is automatically applied to all jobs created inside a pipeline. To set it, click on the pipeline name on the Pipelines page, from the Templates or Workflow sections.

Once the default job template is chosen, it’s automatically applied…

• …when a job is manually added to the pipeline.

• …when a recurring job is automatically added to the pipeline according to the schedule settings. For more details, go here .

• …when a job is automatically added to the pipeline according to the settings of the client sign-up form. For more details, go here .

Edit job templates

To make changes to a job template:

1. Go to Templates > Firm templates from the left menu bar, select Jobs, then click either on the job template name in the list or select Edit in the pull-down.

2. Make changes to the job template, then click the Save & exit button.

For a description of each field, see job template field reference .

Duplicate job templates

Create new job templates from existing ones: Click three dots to the far right of the job template, then select Duplicate from the pull-down. The job template copy will be saved with the appropriate suffix (e.g., Form 940 (2)).

Delete job templates

To remove a job template completely:

1. Go to Templates > Firm templates from the left menu bar.

2. Select Jobs.

3. Click the three dots to the far right of the job template.

4. Select Delete from the pull-down.

5. Click Delete to confirm.

   

Sort job templates

To sort templates by name, click the up/down arrow next to the Name column header.