Creating and Managing Service Templates

Adam Graetz
Adam Graetz
  • Updated

Service Templates can reduce repetitive work, increase efficiency, and assure accuracy when creating commonly used services. This article covers the creation, maintenance, and use of Service Templates.

Creating New Service Templates

  1. On the Nav Bar, click on My Account.
  2. Click on Service Templates.
  3. Click the Create a new Service Template link.
  4. On the Service Templates Menu, enter as much data as you can about this service that will be relevant in many to most situations.
  5. You may also add items to a Service Template, assuring that certain items, such as a fee, certain filters, or labor, get added to any job that has a service that uses this template.

Managing Service Templates 

  1. On the Nav Bar, click on My Account.
  2. In the sub-nav menu, click on Service Templates.
    • If you do not see this, you may not have access to manage Service Templates. A ServiceTrade Admin within your company may be willing to grant access if business needs allow. Contact them for more information.
  3. Once on the Service Template admin page, you can perform many tasks: 
    • Create a new Service Template.
    • View or edit service template details by clicking on the template name.
      • The edit button has the same effect as clicking the template name.
    • Duplicate a Service Template.
      • "Copy of" will be inserted at the beginning of the name of the new template. This is useful for situations where you need to make a similar template with a slight tweak.


Using Service Templates

  • One-Time Services - We recommend using Service Templates that are for One-Time Services only on Quotes and Jobs. Typically when you add a service to the Location Page, you are adding Recurring Services.
  • Recurring Services - We recommend using Service Templates that are for Recurring Services only on Quotes and Locations. If you attempt to add a recurring service to a Job you will get the following warning message:
    Meaning the service will be treated as a one-time service.

Navigate to the 'Create New Service Menu' on a Location, Job or Quote Page:

  1. Click the text "Use a Template" in the top right of the service creation page.
  2. From the Service Template drop-down menu, select the relevant template.
  3. Any fields and items which have been filled out in the Service Template automatically populate in this new service details page. A complete Service Template will result in the user creating a service needing to only potentially select a contract and asset.


Am I able to set the delivery window for service templates, like I am for a service?

Not at this time. Templates are intended to provide information that is generally not going to vary. The delivery window (anytime in the month vs a more specific date) may vary depending on the customer and situation.


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