Forms, records and documents
Templates
A template is a ready-made starting point, for example a standard quote layout or an inspection checklist. It saves your team from rebuilding the same structure every time.
Choose a template
- Open Templates to see what's available.
- Before changing a shared template, check who owns it. If only one job needs something different, make a one-off draft instead of editing the shared template.
Master and draft
The shared template is the master: it gets reused for every future job. A draft is a one-off copy made from it for a particular task, customer or response. Only change the master when you want the change to apply to everyone's future work going forward. Keep job-specific facts, wording and review comments in the draft, so one job doesn't accidentally change everyone else's next document.
Check what information a template needs before creating a draft from it. A template gives you a consistent layout: it doesn't fill in missing job facts or approve the finished document for you.
List the available templates for [purpose]. Tell me which one fits and what information it needs before creating a draft.
Show the difference between this shared template and the draft for [job]. Do not change either one.