Increase efficiency and consistency with Planned Job Templates! These reusable blueprints for your cyclic (recurring) planned jobs save time, reduce errors, and improve maintenance quality. Here’s how:



TABLE OF CONTENTS


1. Accessing & Viewing Your Templates


a. Find it: Managers & Admins, go to the “Planned Jobs” settings. You'll see a new “Templates” page/tab. Look to the top left and click on the Filter button. You will be able to manage the information shown in the table.





b. Templates: This page lists all templates you can access. It also lets you see more details, edit an existing template, or delete it.




2. Creating your maintenance blueprints


2.1 From Scratch 


a. On the “Templates” page, click “Create Template.”


b. Define all the information you'd like to see included, like you would for a regular cyclic job.


c. Key Fields: Provide a Template Name (mandatory) and Observations (optional).


d. Decide who should use this template: everyone or specific users/technical skills.



2.2 From an existing planned job

a. From the details of a cyclic planned job (or from the planned job list), choose “Save as Template.”


b. The form pre-fills from the job. Edit as needed (e.g. make it generic), give it a new Template Name, and save.



2.3 While Creating a New Planned Job:


a. During the new cyclic planned job setup, click “Create Template.”


b. A quick pop-up will ask for Template Name, Observations, and Visibility. Save the template and continue creating your job.


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3. Using Templates to Launch Planned Jobs


3.1 Put your blueprints into action:


a.  Choose the “From saved templates” option when creating a new Planned Job.


b. A list of your visible templates appears (searchable/sortable). Select one.


c. The planned job form pre-fills with the template's data.


d. Review, make any job-specific adjustments (e.g., assign a specific client/building/asset if the template is generic), and save the planned job as usual.


4. Managing Your Template Library


Keep managing your templates:


    Editing: Select a template and click “Edit” to modify it fully (location, tasks, interventions, visibility, etc.).

    Deleting: Select a template and click “Delete.” Confirm the action.

 


Planned Job Templates are designed to simplify and strengthen maintenance planning. Start building your template library today and experience its benefits. If you have questions, our support team is ready to assist you.