Service Templates

SAVE AS TEMPLATE – Clicking the button will allow the user to save the currently listed Service Items (Saved) as a Template for future use.  Templates are unique to each Office and as many can be created as needed to meet the needs of the Office.  Templates may optionally save the Vendors selected but do not save the Amounts.

When the Save as Template button is clicked a Pop Up window is displayed where you may either create a New Template by typing in a New Template Name or overwrite an existing Template by selecting it from the List. You can also optionally choose to save the Vendors.

RETRIEVE TEMPLATE – Clicking the Retrieve Template will display a list of all the Templates for the Office. Click on View then Confirm to retrieve the items into the Service list.

After retrieving the items into the Service List click Service Items Save to Save the Items and edit the Line Item Details.