What does a job template save in Workhand?
A template saves the job's structure: the tabs you organized work into (excavation, plumbing, electrical, finish, punch list, etc.), the line items inside each tab with their default pricing and costs, the default schedule structure, and any default crew assignments. It does not save customer-specific things like the customer name, address, or actual dates. The point of a template is the repeatable structure of the work, not the one-off details of any specific job.
How do I create a job template?
Open any existing job that has a structure you want to reuse. Tap the menu, choose Save as Template, give it a name like Inground Pool Build or Kitchen Remodel Standard. The template now appears in your template library and is available when you create a new job. Most contractors build templates from their second or third real job (after they know what tabs and line items actually make sense for the workflow) and then refine them over the next year.
How do I apply a template to a new job?
When you create a new job, the Job Setup screen has a Start from Template option. Pick the template, the new job is created with all the tabs and line items pre-filled. Customer info and dates are blank for you to fill in. You can edit anything after applying. Templates are a starting point, not a lock-in. Most contractors say it takes 60 seconds to spin up a new job that used to take 30 minutes.
Can I have multiple templates?
Yes. There is no limit. Most contractors end up with 4-10 templates: one for each job type they sell regularly. A pool builder might have Inground Pool Build, Pool Replaster, Pool Equipment Replacement, Weekly Service Setup. A remodeler might have Kitchen Remodel Standard, Kitchen Remodel High-End, Bath Remodel, Whole-Home Refresh. The template library lets you rename, duplicate, and delete templates.
If I edit a template, does it change my existing jobs?
No. Templates are stamps, not living references. When you create a job from a template, the job gets a copy of the template's structure at that moment. Editing the template afterward changes future jobs created from it, but does not retroactively change jobs already in progress. This is intentional. You do not want a customer-facing job to silently change after a template tweak.
Do templates include pricing and costs?
Yes. Each line item in a template carries the default price and the default internal cost. So when you apply the template to a new job, the estimate already has rough numbers in it. Most contractors adjust prices per job (size differences, material spec, customer haggling) but the template numbers get you 80% of the way there. The internal costs flow into per-job profit calculations automatically.
Who can see and edit templates?
Templates respect role permissions. Owner and Admin see and edit all templates. Employees and subs do not see the template library at all, even if they can apply a template (in some role configurations). This protects the company's job-structure IP from leaking when a tech leaves or a sub poaches. The template library is owner-facing.
Does this cost extra?
Job templates are included on Pro at 34.99 per month and Team at 89.99 per month. Free plan supports one active job but not templates. The math: if templates save 25 minutes per new job setup and you start 50 jobs a year, that is 20 hours a year saved. Most contractors charge themselves out at 80 to 150 an hour, which makes the Pro subscription pay for itself many times over from templates alone, before counting anything else the app does.
