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Creating saved project templates

Save pre-filled project templates to select from when creating regular, repeat jobs in your site

Brendan Shaw avatar
Written by Brendan Shaw
Updated over 3 months ago

1. Navigate to https://app.allotrac.io/ and log in to your Allotrac.io site

2. Click the "Create" button from the home screen

3. Click the "Projects" button from the drop down menu

4. As an example, we will save a billable client into this template. Click the "Billable" field as shown below

5. Select a contact from the drop down list or type in a contact name and select it once it appears

6. As an example, we will also save an origin/ pickup company in this template. Click the "Pickup From" field as shown below

7. Select a contact from the drop down list or type in a contact name and select it once it appears

8. Click the "Pickup Location" field and select an address to save into the template

9. Once you have pre-filled the project form, scroll up to the top of the job form and click the ">" button as shown below

10. Click the "ADD TEMPLATE" button from the side menu that slides out

11. Type in the name that you want to assign to this saved project template

12. Then click the "Save" icon as shown below to save the project template

You have now saved this project template for your user profile within your Allotrac.io site. You will now be able to select this template to pre-populate your project form instead of manually having to complete the project form

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