Job templates
Open Templates (Catalog) to manage the job catalog:- Title, default priority, and economics hints
- Linked checklist template (optional)
- Whether auditor sign-off is required after field work
Checklist templates
Checklist items are the evidence types workers complete on site:
Design checklists for what an inspector or customer needs to see — not one-off fields on the job record.
Starter packs
On organisation setup, load a starter pack for your industry label. Packs seed example job and checklist templates (e.g. poultry turnaround, construction, events, pipeline/energy mobilisation, private hire, property viewing). Edit or replace them — they are content, not hard-coded product rules. Some packs also seed the training catalog: Construction adds common trade tickets (IPAF, PASMA, CPCS, and related); Security and Events add SIA co-requisites (EFAW, refresher, ACT); Care adds Care Certificate and mandatory induction types; Pipeline / energy adds ILI-PQ, client OQ, and site induction. You can add the same types later from Settings if you skipped the pack — see Settings and billing.How templates land on a job
- Manager creates a job from a job template (board, jobs list, or location workflow).
- The job copies the linked checklist template and assignees / crew.
- Workers complete checklist steps on mobile after geofenced clock-in — see Mobile for operators.
- If the template requires audit, the job moves to Awaiting audit until a manager signs off on job detail.
- Completed evidence flows into inspection packs and invoices.
Tips
- Prefer templates over custom one-off job fields so exports stay consistent.
- Turn on audit-required only when a second pair of eyes is truly needed — it adds a step before Completed.
- Match starter-pack checklists to your vertical, then trim unused items.