Job Preset

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A Job Preset saves time in creating repetitive, complex jobs in a Sales Order / Quote. Job Preset allows you to configure commonly used services and add the corresponding tasks so that you can create a new job with a single click. Once a job is created from Job Preset, you can freely modify the job without affecting the Job Preset.

Create a New Job Preset

  1. Navigate to
  2. Select Job Presets from the sidebar and click + Job Preset
  3. Give your job preset a name and add the services and tasks.

Note: A Service is needed to create a job preset while a Task is optional.

Use a Job Preset in Sales Order / Quote

Once a Job Preset has been saved, you can start using it when you create a new Sales Order / Quote or update an existing Sales Order / Quote.


Select a suitable Job Preset for your workflow.


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