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Platform user guideUser Guide
Platform user guidenopaneltrueUser Guide
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Feature templates are used to group together jobs that the homeowner will need to do to maintain their new home.  In the example below, we show setting up a group of jobs that are associated with an example facade called Horizon. The basic steps of adding a feature template are;

Add the template.

Add the items (See Creating Items.)

Publish the template. This will make it accessible in the Job Box application.



Adding the Template

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  1. From the Job Box menu select Feature Templates.

  2. Click on Create Feature Template.

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    Enter the name of the template and click on Create. You will be shown the following message.

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  3. You can then choose the type of template that you are setting up.

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  4. After clicking on Save you can start working on the template.If you click on the Edit button you can add a picture for the template.Click on Browse and locate the image that you want to use, then click Save.

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    If you click on the Edit button you can add a picture for the template.

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    Click on Browse and locate the image that you want to use, then click Save.

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Adding Items to the template

When you click on the Add Items button you can choose all the jobs that are associated with the template;


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As you type the item name the list shortens. When you have highlighted the item that you want to add hit enter and it will be added to the box.

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Note

There may be variations on the jobs associated with a particular facade but you should include all of the jobs that may be associated with it and when the user is setting it up in the app they can choose the items that are relevant to them.

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You can reorder the jobs by clicking on reorder icon

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When you have added all the required jobs you can publish the template.

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When the template is published it will be accessible to users of the mobile app