Templates help with repeating project structures, and ensure consistency across your work.

🕰️ Est. Time: 5 minutes

🎯 Goal: Understand how to create job templates and duplicate them across your account

🔑 Requirements: Permissions to edit jobs

A strong template is a map of how your best work gets done. Build in the right structure once and every project starts already knowing what good looks like; with clearer margins, a better sense of how long each stage should take and who's on it, and reporting that actually tells you something.

Before you build, it's worth taking a moment to think through your job types, your team's workflow, and the full lifecycle of a job - from first brief to final invoice. That thinking is what separates a template that gets used from one that gets ignored.

Want to go deeper on the strategy before you build? Our interactive course on job templates walks you through exercises to map your job lifecycle, shape your approach, and use your own data to inform planned hours and rates.

To make your templates as effective as possible, keep these reminders in mind:

How much detail to include in template jobs

We always recommend you build out the largest-case scenario in your template. When duplicating, it’s easier to remove items than to add them repeatedly.

The more you include in your template, the less admin you have on each individual job too. Learn more about what to include in template jobs.

How many templates should you create

You can create as many templates as needed, but having too many variations means more updates when making changes. Aim for a balance between flexibility and simplicity.

Planning for all possible scenarios

Templates, just like the work you do, will evolve over time so remember that you’ll learn what works and can refine your templates at any time.

To keep things simple, you create a template job in the same way as you would create any job in Streamtime, with a few additional steps. Learn more about creating a job.

Reduce admin by including as much detail as you can within your template. Consider the key elements:

Here's a walkthrough of making the most of these areas, and how they can help you maximise your templates.

To designate it as a template, all you need to do is add a label or simply include the word 'template' in the job title. This makes it easy to identify and retrieve for future projects, streamlining your workflow even further. It's all about keeping things uncomplicated and efficient.

To use a template job, you simply need to duplicate it. You can do this from the jobs list view or from the job itself by clicking the three dot menu and selecting duplicate.

You'll have the option to choose what you want to copy over from the original job, including the start date of the new job.

You can of course follow these steps for any job, meaning it's easy to turn a new project into a template any time.

To keep your workspace neat and ensure that template jobs don't skew your financial reporting, it's a good idea to archive the template job. This way, it's out of sight but not out of mind, ready to be used when you need it, without muddling your financials. Simple housekeeping like this goes a long way in maintaining clarity and accuracy.

We recommend creating a saved view for all template jobs for quick and easy access.

Sometimes you don't need a whole job so setting up roles, items, expenses and rate cards in advance can help you reduce admin when creating jobs too.

Learn more on creating a reusable library of Items here, or Expenses here. You can also learn more about Roles and how they work by heading here.