Knowledge Base

View and Edit Templates

To see your list of templates, navigate to Inventory & Assets, and View/Edit Templates page.

All your templates will be shown in the list, showing their unit of measure (UoM), Price and Markup (Margin %).

The template list page provides a filtered for templates that are active, or that have been terminated.

To edit a template, or to terminate it, click on the row in the table above. This will bring up the template edit page, where any changes can be made and saved. Refer to the Add a new Template section for more details on the editable fields.

At the bottom of the template edit page, there is a Terminate button. This button will mark the template as “terminated” and show it only on the Terminated page. If you’d like to re-activate a terminated template, you can do this by clicking on Terminated filter on the template list page shown above, click on the template, and then hit the re-activate button at the bottom of the edit template page.

To add a template onto a job, refer to this article link Create a Job