Job types & templates

Job types classify work; job templates give each type a versioned plan — checklist, parts, tools, machines, skills and hours — that is copied onto every new job.

When to use

Use it when the same kind of job repeats (installation, repair, inspection) and you want consistent checklists and a ready parts list.

Before you start

Open /field-service/settings/job-types and /field-service/settings/job-templates. Permission: field_service:admin.
Skills and zones used by templates come from /field-service/settings/skills and /field-service/settings/zones.

Define a job type

Create the type and, if you want, a default template for it.

Build a template

Add the checklist and the planned resources: parts, tools, machines, skills and hours. Use the preview to check the result.

Publish

Publish the template. A published version cannot be edited; to change it, create a new version.

Use it

Create jobs of that type: the plan is copied onto the job, so changing a template later does not rewrite jobs already in progress.

Field Service — Job template with planned resources

Statuses

Status	Meaning	Who moves it
Draft	Being edited.	Administrator.
Published	In use; read-only.	Administrator.
Archived	No longer offered for new jobs.	Administrator.

Tips & common mistakes

Start with a few common types; too many types make dispatch harder.
Mark checklist items as required only when they must block completion.
Planned parts feed the requisition plan, so keep quantities realistic.
Archive an old version instead of deleting it.

Service contracts and job acceptance Preventive maintenance