If you've already created a Recommendation, you can now save it as a Template
This will save the following fields for Recommendation Templates that you would like to push to other customers
The Template will save the following fields:
- Name (As Entered Below)
- Description
- Priority
- Labor Costs
- Materials Costs
- Recurring Costs
**NOTE** This also saves the Begin and End Dates of the original Recommendation - those will need to be updated in the Recommendation for the new customer
Select Recommendation to be saved as a Template from the Current Recommendations list
Select "Save As Template" at the top of the Recommendation
Name the Template
Click "Create Template"
In order to use the template for any customer, click "+ Add New".
Select the Recommendation Template from the dropdown:
(The Template list will only show on the New Recommendation modal - this will not be visible on an existing Recommendation)
The Template will fill in the following fields:
- Name (As Entered Below)
- Description
- Priority
- Labor Costs
- Materials Costs
- Recurring Costs
**NOTE** It does not fill in "Location" or "Dates" but saves the Recurring Costs Begin and End Dates of the original Recommendation - those will need to be updated in the recommendation for the new customer
Additionally it does not fill in "Replacement Costs" as those are linked to assets for each individual customer
On Save this behaves like any other recommendation