Jobs & orders · 2 minutes reading time

Edit or delete job templates

Change the activity and scheduling of a template or remove a template that is no longer needed.

Edit or delete job templates: View in the customer portal or in the employee app with sample data
Example view · Click the image to enlarge.The screenshots show the German example interface. The instructions are available in your selected language.
01

Find saved template

Open Jobs and find the correct entry under Saved Job Templates. The calendar weeks or days of the week displayed help with the distinction.

02

Select Edit

Click Edit on the template. The form switches to editing and displays the saved information.

03

Change activity and planning

Correct the title or switch between calendar weeks and days of the week. After a change, check the required selection again.

04

Save changes

Click Save Changes. The modified template is then available for future assignments. Cancel ends editing without accepting the new selection.

05

Delete template if necessary

Select Delete on the relevant entry. Read the query and only confirm if you want to remove exactly this template.

06

Manage existing work separately

Orders and repetitions that have already been created remain in place through a template change or template deletion. If these should also be adjusted, open the affected properties.

Frequently asked questions

Will photo receipts also be deleted with the template?

No. The template is separate from orders that have already been created and their evidence. The delete dialog indicates that existing work will remain.

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